Peterson Wealth Services’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 | $42K | Hold |
1,000
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $49.4K | Hold |
1,000
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $49.4K | Sell |
1,000
-73,231
| -99% | -$3.62M | 0.01% | 152 |
|
|
2024
Q3 | $3.83M | Buy |
74,231
+3,993
| +6% | +$206K | 1.22% | 23 |
|
|
2024
Q2 | $4.43M | Buy |
70,238
+1,084
| +2% | +$68.3K | 1.55% | 16 |
|
|
2024
Q1 | $4.49M | Buy |
69,154
+28,843
| +72% | +$1.87M | 1.64% | 17 |
|
|
2023
Q4 | $2.41M | Buy |
40,311
+210
| +0.5% | +$12.5K | 1.03% | 31 |
|
|
2023
Q3 | $2.6M | Buy |
40,101
+8,870
| +28% | +$576K | 1.95% | 22 |
|
|
2023
Q2 | $1.84M | Buy |
31,231
+1,433
| +5% | +$84.2K | 0.88% | 39 |
|
|
2023
Q1 | $1.86M | Buy |
29,798
+4,276
| +17% | +$267K | 0.96% | 40 |
|
|
2022
Q4 | $1.61M | Buy |
25,522
+1,231
| +5% | +$77.5K | 0.92% | 38 |
|
|
2022
Q3 | $1.49M | Buy |
24,291
+798
| +3% | +$49K | 1.06% | 35 |
|
|
2022
Q2 | $1.38M | Buy |
+23,493
| New | +$1.38M | 1% | 37 |
|