Pinnacle Wealth Planning 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 | $252K | Buy |
5,988
+1,560
| +35% | +$65.5K | 0.03% | 347 |
|
|
2025
Q1 | $219K | Buy |
+4,428
| New | +$219K | 0.03% | 338 |
|
|
2024
Q4 | – | Sell |
-5,736
| Closed | -$296K | – | 518 |
|
|
2024
Q3 | $296K | Buy |
5,736
+722
| +14% | +$37.2K | 0.04% | 311 |
|
|
2024
Q2 | $316K | Sell |
5,014
-46
| -0.9% | -$2.9K | 0.05% | 277 |
|
|
2024
Q1 | $329K | Buy |
5,060
+4
| +0.1% | +$260 | 0.05% | 276 |
|
|
2023
Q4 | $302K | Sell |
5,056
-35
| -0.7% | -$2.09K | 0.05% | 269 |
|
|
2023
Q3 | $330K | Sell |
5,091
-8
| -0.2% | -$519 | 0.05% | 235 |
|
|
2023
Q2 | $300K | Buy |
5,099
+97
| +2% | +$5.7K | 0.05% | 259 |
|
|
2023
Q1 | $312K | Buy |
5,002
+104
| +2% | +$6.49K | 0.05% | 261 |
|
|
2022
Q4 | $309K | Buy |
4,898
+261
| +6% | +$16.4K | 0.05% | 259 |
|
|
2022
Q3 | $285K | Buy |
4,637
+50
| +1% | +$3.07K | 0.05% | 250 |
|
|
2022
Q2 | $270K | Buy |
4,587
+233
| +5% | +$13.7K | 0.05% | 268 |
|
|
2022
Q1 | $247K | Buy |
+4,354
| New | +$247K | 0.05% | 318 |
|
|
2021
Q1 | – | Sell |
-3,867
| Closed | -$67K | – | 1460 |
|
|
2020
Q4 | $67K | Buy |
+3,867
| New | +$67K | 0.02% | 654 |
|