Moss Adams Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
8,449
-229
| -3% | -$9.67K | 0.03% | 171 |
|
|
2025
Q1 | $430K | Sell |
8,678
-235
| -3% | -$11.7K | 0.05% | 121 |
|
|
2024
Q4 | $442K | Buy |
8,913
+773
| +9% | +$38.4K | 0.05% | 111 |
|
|
2024
Q3 | $421K | Buy |
8,140
+1,364
| +20% | +$70.6K | 0.05% | 108 |
|
|
2024
Q2 | $429K | Buy |
6,776
+3
| +0% | +$190 | 0.06% | 94 |
|
|
2024
Q1 | $442K | Buy |
+6,773
| New | +$442K | 0.07% | 82 |
|