U.S. Capital Wealth 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 | $1.38M | Sell |
32,749
-238
| -0.7% | -$10K | 0.04% | 367 |
|
|
2025
Q1 | $1.63M | Buy |
32,987
+20,806
| +171% | +$1.03M | 0.05% | 331 |
|
|
2024
Q4 | $602K | Buy |
12,181
+523
| +4% | +$25.8K | 0.02% | 524 |
|
|
2024
Q3 | $601K | Sell |
11,658
-2
| -0% | -$103 | 0.02% | 440 |
|
|
2024
Q2 | $735K | Sell |
11,660
-3,071
| -21% | -$194K | 0.03% | 385 |
|
|
2024
Q1 | $957K | Buy |
14,731
+706
| +5% | +$45.9K | 0.04% | 349 |
|
|
2023
Q4 | $837K | Sell |
14,025
-785
| -5% | -$46.9K | 0.03% | 361 |
|
|
2023
Q3 | $961K | Sell |
14,810
-978
| -6% | -$63.5K | 0.04% | 322 |
|
|
2023
Q2 | $928K | Buy |
15,788
+56
| +0.4% | +$3.29K | 0.04% | 341 |
|
|
2023
Q1 | $982K | Buy |
15,732
+5,272
| +50% | +$329K | 0.05% | 301 |
|
|
2022
Q4 | $659K | Sell |
10,460
-770
| -7% | -$48.5K | 0.03% | 404 |
|
|
2022
Q3 | $690K | Buy |
11,230
+738
| +7% | +$45.3K | 0.03% | 394 |
|
|
2022
Q2 | $618K | Sell |
10,492
-1,872
| -15% | -$110K | 0.03% | 423 |
|
|
2022
Q1 | $702K | Sell |
12,364
-5,000
| -29% | -$284K | 0.03% | 447 |
|
|
2021
Q4 | $503K | Hold |
17,364
| – | – | 0.02% | 507 |
|
|
2021
Q3 | $514K | Buy |
+17,364
| New | +$514K | 0.02% | 501 |
|