Mutual Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,757
| Closed | -$226K | – | 1143 |
|
|
2024
Q2 | $226K | Sell |
3,757
-467
| -11% | -$28.1K | 0.01% | 991 |
|
|
2024
Q1 | $275K | Buy |
4,224
+336
| +9% | +$21.8K | 0.01% | 898 |
|
|
2023
Q4 | $232K | Sell |
3,888
-62
| -2% | -$3.7K | 0.01% | 911 |
|
|
2023
Q3 | $256K | Buy |
3,950
+293
| +8% | +$19K | 0.01% | 832 |
|
|
2023
Q2 | $215K | Sell |
3,657
-89
| -2% | -$5.23K | 0.01% | 922 |
|
|
2023
Q1 | $234K | Buy |
3,746
+172
| +5% | +$10.7K | 0.01% | 865 |
|
|
2022
Q4 | $225K | Buy |
3,574
+39
| +1% | +$2.46K | 0.01% | 833 |
|
|
2022
Q3 | $217K | Sell |
3,535
-4,036
| -53% | -$248K | 0.01% | 805 |
|
|
2022
Q2 | $446K | Sell |
7,571
-1,182
| -14% | -$69.6K | 0.03% | 565 |
|
|
2022
Q1 | $497K | Sell |
8,753
-2,145
| -20% | -$122K | 0.03% | 572 |
|
|
2021
Q4 | $316K | Buy |
+10,898
| New | +$316K | 0.02% | 725 |
|
|
2020
Q1 | – | Sell |
-6,447
| Closed | -$266K | – | 619 |
|
|
2019
Q4 | $266K | Sell |
6,447
-427
| -6% | -$17.6K | 0.03% | 490 |
|
|
2019
Q3 | $306K | Buy |
6,874
+724
| +12% | +$32.2K | 0.04% | 415 |
|
|
2019
Q2 | $309K | Buy |
6,150
+1,379
| +29% | +$69.3K | 0.04% | 439 |
|
|
2019
Q1 | $316K | Buy |
4,771
+400
| +9% | +$26.5K | 0.05% | 356 |
|
|
2018
Q4 | $268K | Buy |
4,371
+82
| +2% | +$5.03K | 0.05% | 352 |
|
|
2018
Q3 | $352K | Hold |
4,289
| – | – | 0.05% | 331 |
|
|
2018
Q2 | $359K | Buy |
4,289
+955
| +29% | +$79.9K | 0.08% | 293 |
|
|
2018
Q1 | $217K | Buy |
3,334
+21
| +0.6% | +$1.37K | 0.06% | 363 |
|
|
2017
Q4 | $244K | Buy |
+3,313
| New | +$244K | 0.09% | 242 |
|