Private Wealth Partners’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 | $1.34M | Sell |
31,890
-23,310
| -42% | -$979K | 0.1% | 82 |
|
|
2025
Q1 | $2.72M | Sell |
55,200
-15,900
| -22% | -$785K | 0.23% | 62 |
|
|
2024
Q4 | $3.51M | Buy |
71,100
+19,585
| +38% | +$968K | 0.27% | 54 |
|
|
2024
Q3 | $2.66M | Buy |
51,515
+7,350
| +17% | +$379K | 0.21% | 57 |
|
|
2024
Q2 | $2.78M | Buy |
44,165
+11,055
| +33% | +$697K | 0.21% | 54 |
|
|
2024
Q1 | $2.15M | Buy |
33,110
+6,225
| +23% | +$405K | 0.17% | 58 |
|
|
2023
Q4 | $1.61M | Buy |
26,885
+10,450
| +64% | +$624K | 0.14% | 67 |
|
|
2023
Q3 | $1.07M | Buy |
16,435
+2,435
| +17% | +$158K | 0.1% | 74 |
|
|
2023
Q2 | $823K | Buy |
14,000
+2,825
| +25% | +$166K | 0.08% | 91 |
|
|
2023
Q1 | $698K | Buy |
+11,175
| New | +$698K | 0.07% | 101 |
|