Pin Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
10,865
+106
| +1% | +$5.23K | 0.45% | 45 |
|
|
2025
Q1 | $531K | Buy |
10,759
+2,315
| +27% | +$114K | 0.4% | 50 |
|
|
2024
Q4 | $435K | Hold |
8,444
| – | – | 0.4% | 46 |
|
|
2024
Q3 | $435K | Buy |
8,444
+1,794
| +27% | +$92.4K | 0.4% | 46 |
|
|
2024
Q2 | $419K | Hold |
6,650
| – | – | 0.4% | 46 |
|
|
2024
Q1 | $432K | Hold |
6,650
| – | – | 0.42% | 48 |
|
|
2023
Q4 | $398K | Sell |
6,650
-300
| -4% | -$18K | 0.4% | 51 |
|
|
2023
Q3 | $452K | Hold |
6,950
| – | – | 0.51% | 42 |
|
|
2023
Q2 | $410K | Hold |
6,950
| – | – | 0.45% | 41 |
|
|
2023
Q1 | $434K | Hold |
6,950
| – | – | 0.54% | 36 |
|
|
2022
Q4 | $438K | Hold |
6,950
| – | – | 0.54% | 34 |
|
|
2022
Q3 | $427K | Hold |
6,950
| – | – | 0.54% | 39 |
|
|
2022
Q2 | $409K | Hold |
6,950
| – | – | 0.5% | 40 |
|
|
2022
Q1 | $394K | Sell |
6,950
-170
| -2% | -$9.64K | 0.42% | 44 |
|
|
2021
Q4 | $206K | Hold |
7,120
| – | – | 0.21% | 77 |
|
|
2021
Q3 | $211K | Hold |
7,120
| – | – | 0.23% | 72 |
|
|
2021
Q2 | $223K | Sell |
7,120
-200
| -3% | -$6.26K | 0.23% | 74 |
|
|
2021
Q1 | $195K | Hold |
7,320
| – | – | 0.17% | 98 |
|
|
2020
Q4 | $127K | Hold |
7,320
| – | – | 0.1% | 123 |
|
|
2020
Q3 | $73K | Sell |
7,320
-16,308
| -69% | -$163K | 0.07% | 144 |
|
|
2020
Q2 | $432K | Sell |
23,628
-1,765
| -7% | -$32.3K | 0.4% | 52 |
|
|
2020
Q1 | $294K | Sell |
25,393
-20,055
| -44% | -$232K | 0.31% | 67 |
|
|
2019
Q4 | $1.87M | Buy |
45,448
+3,045
| +7% | +$125K | 1.51% | 22 |
|
|
2019
Q3 | $1.89M | Buy |
42,403
+40,023
| +1,682% | +$1.78M | 1.55% | 21 |
|
|
2019
Q2 | $120K | Hold |
2,380
| – | – | 0.09% | 141 |
|
|
2019
Q1 | $158K | Sell |
2,380
-112
| -4% | -$7.44K | 0.13% | 126 |
|
|
2018
Q4 | $153K | Sell |
2,492
-174
| -7% | -$10.7K | 0.14% | 117 |
|
|
2018
Q3 | $219K | Sell |
2,666
-378
| -12% | -$31.1K | 0.16% | 107 |
|
|
2018
Q2 | $255K | Sell |
3,044
-92
| -3% | -$7.71K | 0.19% | 93 |
|
|
2018
Q1 | $204K | Buy |
3,136
+191
| +6% | +$12.4K | 0.17% | 103 |
|
|
2017
Q4 | $217K | Buy |
+2,945
| New | +$217K | 0.17% | 108 |
|