NorthRock Partners’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
$315K Buy
7,453
+2,850
+62% +$120K 0.01% 518
2025
Q1
$228K Sell
4,603
-658
-13% -$32.6K 0.01% 533
2024
Q4
$261K Sell
5,261
-1,072
-17% -$53.1K 0.01% 506
2024
Q3
$328K Sell
6,333
-1,730
-21% -$89.5K 0.01% 463
2024
Q2
$510K Sell
8,063
-912
-10% -$57.7K 0.02% 335
2024
Q1
$585K Sell
8,975
-176
-2% -$11.5K 0.02% 314
2023
Q4
$548K Buy
+9,151
New +$548K 0.02% 298
2020
Q1
Sell
-8,493
Closed -$350K 261
2019
Q4
$350K Buy
8,493
+660
+8% +$27.2K 0.04% 188
2019
Q3
$351K Buy
+7,833
New +$351K 0.05% 149