Roundview Capital’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,220
Closed -$527K 343
2024
Q3
$527K Buy
+10,220
New +$527K 0.04% 266
2023
Q4
Sell
-15,803
Closed -$1.03M 320
2023
Q3
$1.03M Sell
15,803
-1,792
-10% -$116K 0.1% 192
2023
Q2
$1.03M Buy
17,595
+1,495
+9% +$87.9K 0.1% 185
2023
Q1
$1.01M Buy
+16,100
New +$1.01M 0.11% 185