PWM
Palumbo Wealth Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
38,016
-103
| -0.3% | -$4.33K | 0.49% | 48 |
|
|
2025
Q1 | $1.88M | Buy |
38,119
+9,710
| +34% | +$479K | 0.63% | 44 |
|
|
2024
Q4 | $1.4M | Buy |
28,409
+2,951
| +12% | +$146K | 0.52% | 45 |
|
|
2024
Q3 | $1.31M | Buy |
25,458
+4,742
| +23% | +$244K | 0.51% | 51 |
|
|
2024
Q2 | $1.31M | Buy |
20,716
+1,261
| +6% | +$79.5K | 0.55% | 50 |
|
|
2024
Q1 | $1.26M | Buy |
19,455
+1,239
| +7% | +$80.5K | 0.57% | 48 |
|
|
2023
Q4 | $1.09M | Sell |
18,216
-786
| -4% | -$46.9K | 0.56% | 45 |
|
|
2023
Q3 | $1.23M | Buy |
+19,002
| New | +$1.23M | 0.68% | 35 |
|