Retirement Planning Group (Kansas)’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,097
| Closed | -$202K | – | 313 |
|
|
2024
Q4 | $202K | Buy |
4,097
+49
| +1% | +$2.42K | 0.01% | 273 |
|
|
2024
Q3 | $209K | Sell |
4,048
-2
| -0% | -$103 | 0.01% | 255 |
|
|
2024
Q2 | $255K | Buy |
4,050
+202
| +5% | +$12.7K | 0.02% | 211 |
|
|
2024
Q1 | $250K | Hold |
3,848
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $230K | Buy |
3,848
+7
| +0.2% | +$418 | 0.02% | 173 |
|
|
2023
Q3 | $249K | Hold |
3,841
| – | – | 0.03% | 136 |
|
|
2023
Q2 | $226K | Hold |
3,841
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $240K | Hold |
3,841
| – | – | 0.03% | 129 |
|
|
2022
Q4 | $242K | Hold |
3,841
| – | – | 0.03% | 123 |
|
|
2022
Q3 | $236K | Hold |
3,841
| – | – | 0.03% | 116 |
|
|
2022
Q2 | $226K | Hold |
3,841
| – | – | 0.03% | 104 |
|
|
2022
Q1 | $218K | Buy |
+3,841
| New | +$218K | 0.02% | 103 |
|
|
2020
Q1 | – | Sell |
-5,770
| Closed | -$238K | – | 67 |
|
|
2019
Q4 | $238K | Buy |
5,770
+363
| +7% | +$15K | 0.05% | 68 |
|
|
2019
Q3 | $240K | Hold |
5,407
| – | – | 0.05% | 64 |
|
|
2019
Q2 | $272K | Buy |
5,407
+48
| +0.9% | +$2.42K | 0.06% | 56 |
|
|
2019
Q1 | $355K | Sell |
5,359
-20
| -0.4% | -$1.33K | 0.09% | 46 |
|
|
2018
Q4 | $330K | Buy |
5,379
+20
| +0.4% | +$1.23K | 0.09% | 46 |
|
|
2018
Q3 | $440K | Hold |
5,359
| – | – | 0.11% | 34 |
|
|
2018
Q2 | $448K | Sell |
5,359
-3,250
| -38% | -$272K | 0.12% | 33 |
|
|
2018
Q1 | $559K | Buy |
+8,609
| New | +$559K | 0.15% | 30 |
|