Mount Yale Investment 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 | $4.5K | Buy |
+107
| New | +$4.5K | ﹤0.01% | 1243 |
|
|
2020
Q1 | – | Sell |
-10,997
| Closed | -$437K | – | 323 |
|
|
2019
Q4 | $437K | Buy |
10,997
+256
| +2% | +$10.2K | 0.08% | 232 |
|
|
2019
Q3 | $413K | Buy |
10,741
+2,144
| +25% | +$82.4K | 0.07% | 221 |
|
|
2019
Q2 | $395K | Buy |
8,597
+963
| +13% | +$44.2K | 0.07% | 229 |
|
|
2019
Q1 | $505K | Sell |
7,634
-124
| -2% | -$8.2K | 0.09% | 173 |
|
|
2018
Q4 | $503K | Sell |
7,758
-606
| -7% | -$39.3K | 0.1% | 167 |
|
|
2018
Q3 | $617K | Sell |
8,364
-489
| -6% | -$36.1K | 0.11% | 149 |
|
|
2018
Q2 | $741K | Sell |
8,853
-158
| -2% | -$13.2K | 0.14% | 132 |
|
|
2018
Q1 | $585K | Buy |
+9,011
| New | +$585K | 0.13% | 150 |
|