Spire 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 | $104K | Sell |
2,480
-6,078
| -71% | -$255K | ﹤0.01% | 950 |
|
|
2025
Q1 | $422K | Buy |
8,558
+5,169
| +153% | +$255K | 0.01% | 619 |
|
|
2024
Q4 | $167K | Sell |
3,389
-1,101
| -25% | -$54.4K | 0.01% | 872 |
|
|
2024
Q3 | $231K | Sell |
4,490
-1,889
| -30% | -$97.4K | 0.01% | 695 |
|
|
2024
Q2 | $402K | Sell |
6,379
-208
| -3% | -$13.1K | 0.01% | 536 |
|
|
2024
Q1 | $428K | Sell |
6,587
-500
| -7% | -$32.5K | 0.01% | 559 |
|
|
2023
Q4 | $400K | Sell |
7,087
-1,715
| -19% | -$96.8K | 0.01% | 568 |
|
|
2023
Q3 | $571K | Buy |
8,802
+906
| +11% | +$58.8K | 0.02% | 450 |
|
|
2023
Q2 | $464K | Buy |
7,896
+281
| +4% | +$16.5K | 0.02% | 506 |
|
|
2023
Q1 | $475K | Sell |
7,615
-4,128
| -35% | -$258K | 0.02% | 505 |
|
|
2022
Q4 | $740K | Buy |
11,743
+2,992
| +34% | +$189K | 0.04% | 279 |
|
|
2022
Q3 | $538K | Buy |
8,751
+5,321
| +155% | +$327K | 0.03% | 316 |
|
|
2022
Q2 | $202K | Buy |
3,430
+1,403
| +69% | +$82.6K | 0.01% | 768 |
|
|
2022
Q1 | $115K | Sell |
2,027
-1,190
| -37% | -$67.5K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $93K | Buy |
3,217
+1,266
| +65% | +$36.6K | ﹤0.01% | 1430 |
|
|
2021
Q3 | $58K | Buy |
1,951
+160
| +9% | +$4.76K | ﹤0.01% | 1407 |
|
|
2021
Q2 | $56K | Sell |
1,791
-4,997
| -74% | -$156K | ﹤0.01% | 1435 |
|
|
2021
Q1 | $184K | Buy |
+6,788
| New | +$184K | ﹤0.01% | 1102 |
|