Strategic Wealth Partners’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 | $68K | Buy |
+1,618
| New | +$68K | 0.01% | 441 |
|
|
2019
Q4 | – | Sell |
-2,949
| Closed | -$5.24K | – | 386 |
|
|
2019
Q3 | $5.24K | Sell |
2,949
-14,069
| -83% | -$25K | 0.03% | 176 |
|
|
2019
Q2 | $855K | Sell |
17,018
-470
| -3% | -$23.6K | 0.41% | 71 |
|
|
2019
Q1 | $1.17M | Buy |
17,488
+3,058
| +21% | +$205K | 0.54% | 54 |
|
|
2018
Q4 | $962K | Buy |
+14,430
| New | +$962K | 0.49% | 66 |
|