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 |
|