Valeo Financial 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
Q3 | $819K | Buy |
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|
2025
Q2 | $624K | Buy |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $85K | Buy |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $26K | Sell |
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|
2020
Q2 | $61K | Buy |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $176K | Sell |
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|
2019
Q3 | $262K | Sell |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $186K | Buy |
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|
2018
Q4 | $120K | Sell |
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|
2018
Q3 | $136K | Sell |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $115K | Buy |
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|
2017
Q4 | $120K | Buy |
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|
2017
Q3 | $85K | Buy |
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