Quadrant Private Wealth Management’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
$2.01M Buy
47,574
+1,026
+2% +$43.3K 0.42% 68
2025
Q1
$2.31M Buy
46,548
+2,509
+6% +$124K 0.58% 58
2024
Q4
$2.19M Buy
44,039
+547
+1% +$27.1K 0.54% 57
2024
Q3
$2.25M Buy
43,492
+7,088
+19% +$367K 0.56% 54
2024
Q2
$2.3M Buy
36,404
+850
+2% +$53.8K 0.53% 52
2024
Q1
$2.32M Buy
35,554
+12,029
+51% +$784K 0.59% 49
2023
Q4
$1.41M Buy
23,525
+1,686
+8% +$101K 0.39% 67
2023
Q3
$1.42M Buy
21,839
+3
+0% +$195 0.48% 55
2023
Q2
$1.29M Sell
21,836
-39
-0.2% -$2.3K 0.37% 68
2023
Q1
$1.37M Buy
21,875
+1,250
+6% +$78.3K 0.43% 65
2022
Q4
$1.3M Buy
+20,625
New +$1.3M 0.44% 66
2022
Q2
$1.66M Buy
28,060
+1,700
+6% +$100K 0.68% 43
2022
Q1
$1.5M Sell
26,360
-1,098
-4% -$62.4K 0.56% 48
2021
Q4
$796K Sell
27,458
-89
-0.3% -$2.58K 0.3% 84
2021
Q3
$815K Sell
27,547
-618
-2% -$18.3K 0.34% 75
2021
Q2
$881K Hold
28,165
0.36% 69
2021
Q1
$750K Buy
28,165
+933
+3% +$24.8K 0.33% 79
2020
Q4
$471K Sell
27,232
-2,546
-9% -$44K 0.21% 101
2020
Q3
$298K Sell
29,778
-2,028
-6% -$20.3K 0.15% 133
2020
Q2
$582K Buy
31,806
+4,583
+17% +$83.9K 0.34% 71
2020
Q1
$315K Buy
+27,223
New +$315K 0.26% 89
2019
Q3
Sell
-4,709
Closed -$237K 116
2019
Q2
$237K Hold
4,709
0.22% 92
2019
Q1
$312K Hold
4,709
0.29% 74
2018
Q4
$289K Buy
4,709
+1,446
+44% +$88.7K 0.31% 75
2018
Q3
$268K Buy
3,263
+830
+34% +$68.2K 0.24% 80
2018
Q2
$204K Buy
+2,433
New +$204K 0.2% 93