Obermeyer Wealth Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,940
| Closed | -$358K | – | 266 |
|
|
2024
Q3 | $358K | Hold |
6,940
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $437K | Hold |
6,940
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $451K | Buy |
6,940
+829
| +14% | +$53.9K | 0.03% | 149 |
|
|
2023
Q4 | $365K | Buy |
6,111
+504
| +9% | +$30.1K | 0.02% | 147 |
|
|
2023
Q3 | $364K | Buy |
+5,607
| New | +$364K | 0.03% | 134 |
|
|
2023
Q1 | – | Sell |
-5,607
| Closed | -$353K | – | 231 |
|
|
2022
Q4 | $353K | Buy |
+5,607
| New | +$353K | 0.03% | 141 |
|
|
2018
Q4 | – | Sell |
-2,512
| Closed | -$206K | – | 119 |
|
|
2018
Q3 | $206K | Buy |
2,512
+118
| +5% | +$9.68K | 0.02% | 117 |
|
|
2018
Q2 | $200K | Buy |
+2,394
| New | +$200K | 0.02% | 114 |
|
|
2013
Q3 | – | Sell |
-709
| Closed | -$61K | – | 211 |
|
|
2013
Q2 | $61K | Buy |
+709
| New | +$61K | 0.02% | 109 |
|