Spinnaker Investment Group’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,620
| Closed | -$300K | – | 87 |
|
|
2024
Q1 | $300K | Hold |
4,620
| – | – | 0.08% | 67 |
|
|
2023
Q4 | $276K | Hold |
4,620
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $300K | Hold |
4,620
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $272K | Hold |
4,620
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $288K | Hold |
4,620
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $291K | Buy |
4,620
+700
| +18% | +$44.1K | 0.1% | 71 |
|
|
2022
Q3 | $241K | Hold |
3,920
| – | – | 0.09% | 73 |
|
|
2022
Q2 | $231K | Hold |
3,920
| – | – | 0.09% | 69 |
|
|
2022
Q1 | $223K | Buy |
+3,920
| New | +$223K | 0.07% | 81 |
|