NWAM LLC’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 | $336K | Sell |
7,557
-405
| -5% | -$18K | 0.03% | 410 |
|
|
2025
Q1 | $393K | Buy |
7,962
+1,497
| +23% | +$73.9K | 0.03% | 362 |
|
|
2024
Q4 | $319K | Sell |
6,465
-3,522
| -35% | -$174K | 0.02% | 470 |
|
|
2024
Q3 | $515K | Buy |
+9,987
| New | +$515K | 0.03% | 377 |
|
|
2024
Q2 | – | Sell |
-8,819
| Closed | -$574K | – | 412 |
|
|
2024
Q1 | $574K | Sell |
8,819
-2,495
| -22% | -$162K | 0.05% | 311 |
|
|
2023
Q4 | $676K | Buy |
11,314
+395
| +4% | +$23.6K | 0.05% | 288 |
|
|
2023
Q3 | $708K | Buy |
10,919
+669
| +7% | +$43.4K | 0.07% | 242 |
|
|
2023
Q2 | $603K | Buy |
10,250
+526
| +5% | +$30.9K | 0.05% | 298 |
|
|
2023
Q1 | $607K | Buy |
9,724
+996
| +11% | +$62.2K | 0.06% | 242 |
|
|
2022
Q4 | $550K | Buy |
8,728
+5,320
| +156% | +$335K | 0.05% | 300 |
|
|
2022
Q3 | $209K | Buy |
+3,408
| New | +$209K | 0.02% | 455 |
|
|
2020
Q1 | – | Sell |
-6,235
| Closed | -$257K | – | 400 |
|
|
2019
Q4 | $257K | Sell |
6,235
-3,591
| -37% | -$148K | 0.04% | 330 |
|
|
2019
Q3 | $437K | Buy |
9,826
+4,756
| +94% | +$212K | 0.08% | 226 |
|
|
2019
Q2 | $255K | Buy |
+5,070
| New | +$255K | 0.05% | 294 |
|
|
2018
Q4 | – | Sell |
-2,474
| Closed | -$203K | – | 345 |
|
|
2018
Q3 | $203K | Buy |
2,474
+1
| +0% | +$82 | 0.05% | 318 |
|
|
2018
Q2 | $207K | Buy |
+2,473
| New | +$207K | 0.05% | 302 |
|
|
2018
Q1 | – | Sell |
-3,311
| Closed | -$244K | – | 355 |
|
|
2017
Q4 | $244K | Sell |
3,311
-127
| -4% | -$9.36K | 0.06% | 259 |
|
|
2017
Q3 | $221K | Sell |
3,438
-586
| -15% | -$37.7K | 0.06% | 282 |
|
|
2017
Q2 | $241K | Sell |
4,024
-330
| -8% | -$19.8K | 0.04% | 258 |
|
|
2017
Q1 | $276K | Buy |
4,354
+182
| +4% | +$11.5K | 0.08% | 229 |
|
|
2016
Q4 | $297K | Sell |
4,172
-945
| -18% | -$67.3K | 0.1% | 202 |
|
|
2016
Q3 | $373K | Buy |
+5,117
| New | +$373K | 0.03% | 164 |
|
|
2016
Q1 | – | Sell |
-3,211
| Closed | -$217K | – | 259 |
|
|
2015
Q4 | $217K | Buy |
+3,211
| New | +$217K | 0.09% | 211 |
|