Summit Trail Advisors’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
2024
Q4
Sell
2024
Q3
$299K Buy
2024
Q2
$255K Buy
2024
Q1
$222K Sell
2023
Q4
$210K Sell
2023
Q3
$378K Buy
2023
Q2
$312K Buy
2023
Q1
$269K Buy
2022
Q4
$264K Buy
2022
Q3
$257K Buy
2022
Q2
$244K Buy
2018
Q2
Sell
2018
Q1
$585K Buy
2017
Q4
$767K Buy