Perennial Investment 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
Q4 | – | Sell |
-3,931
| Closed | -$203K | – | 414 |
|
|
2024
Q3 | $203K | Buy |
3,931
+40
| +1% | +$2.06K | 0.03% | 363 |
|
|
2024
Q2 | $245K | Sell |
3,891
-306
| -7% | -$19.3K | 0.04% | 308 |
|
|
2024
Q1 | $273K | Sell |
4,197
-1,250
| -23% | -$81.2K | 0.04% | 269 |
|
|
2023
Q4 | $325K | Sell |
5,447
-402
| -7% | -$24K | 0.05% | 229 |
|
|
2023
Q3 | $380K | Buy |
5,849
+1,023
| +21% | +$66.4K | 0.07% | 197 |
|
|
2023
Q2 | $284K | Sell |
4,826
-652
| -12% | -$38.3K | 0.05% | 246 |
|
|
2023
Q1 | $342K | Buy |
5,478
+167
| +3% | +$10.4K | 0.06% | 220 |
|
|
2022
Q4 | $335K | Buy |
5,311
+911
| +21% | +$57.4K | 0.14% | 137 |
|
|
2022
Q3 | $270K | Buy |
+4,400
| New | +$270K | 0.12% | 147 |
|