SFWA
Summit Financial Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,393
| Closed | -$387K | – | 135 |
|
|
2019
Q4 | $387K | Sell |
9,393
-4,009
| -30% | -$165K | 0.09% | 104 |
|
|
2019
Q3 | $551K | Sell |
13,402
-5,753
| -30% | -$237K | 0.14% | 90 |
|
|
2019
Q2 | $963K | Sell |
19,155
-21,849
| -53% | -$1.1M | 0.24% | 73 |
|
|
2019
Q1 | $2.71M | Buy |
41,004
+1,584
| +4% | +$105K | 0.72% | 43 |
|
|
2018
Q4 | $2.42M | Buy |
39,420
+3,041
| +8% | +$187K | 0.79% | 38 |
|
|
2018
Q3 | $2.63M | Buy |
36,379
+314
| +0.9% | +$22.7K | 0.79% | 42 |
|
|
2018
Q2 | $2.34M | Hold |
36,065
| – | – | 0.78% | 43 |
|
|
2018
Q1 | $2.34M | Buy |
36,065
+29,993
| +494% | +$1.95M | 0.77% | 43 |
|
|
2017
Q4 | $447K | Sell |
6,072
-3,932
| -39% | -$289K | 0.15% | 89 |
|
|
2017
Q3 | $642K | Sell |
10,004
-621
| -6% | -$39.9K | 0.23% | 77 |
|
|
2017
Q2 | $636K | Buy |
10,625
+513
| +5% | +$30.7K | 0.25% | 81 |
|
|
2017
Q1 | $641K | Buy |
10,112
+2,097
| +26% | +$133K | 0.28% | 80 |
|
|
2016
Q4 | $571K | Sell |
8,015
-4,197
| -34% | -$299K | 0.25% | 88 |
|
|
2016
Q3 | $891K | Buy |
12,212
+2,328
| +24% | +$170K | 0.39% | 65 |
|
|
2016
Q2 | $747K | Buy |
9,884
+567
| +6% | +$42.9K | 0.31% | 73 |
|
|
2016
Q1 | $638K | Sell |
9,317
-221
| -2% | -$15.1K | 0.28% | 70 |
|
|
2015
Q4 | $645K | Buy |
+9,538
| New | +$645K | 0.3% | 66 |
|