Trifecta Capital Advisors’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 | $1.39K | Sell |
33
-1,450
| -98% | -$60.9K | ﹤0.01% | 390 |
|
|
2025
Q1 | $73.2K | Buy |
1,483
+1,450
| +4,394% | +$71.6K | 0.02% | 117 |
|
|
2024
Q4 | $1.63K | Hold |
33
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $1.7K | Hold |
33
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $2.08K | Hold |
33
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $2.15K | Hold |
33
| – | – | ﹤0.01% | 302 |
|
|
2023
Q4 | $1.97K | Hold |
33
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $2.14K | Hold |
33
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $1.94K | Hold |
33
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $2.06K | Hold |
33
| – | – | ﹤0.01% | 304 |
|
|
2022
Q4 | $2.08K | Buy |
+33
| New | +$2.08K | ﹤0.01% | 293 |
|