Valley Wealth Managers’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 | – | Sell |
-94
| Closed | -$4.64K | – | 356 |
|
|
2025
Q1 | $4.64K | Hold |
94
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $4.65K | Hold |
94
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $4.85K | Sell |
94
-16
| -15% | -$825 | ﹤0.01% | 320 |
|
|
2024
Q2 | $6.93K | Buy |
+110
| New | +$6.93K | ﹤0.01% | 297 |
|
|
2023
Q4 | – | Sell |
-700
| Closed | -$45.4K | – | 374 |
|
|
2023
Q3 | $45.4K | Hold |
700
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $41.2K | Hold |
700
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $43.7K | Hold |
700
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $44.1K | Hold |
700
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $43K | Hold |
700
| – | – | ﹤0.01% | 250 |
|
|
2022
Q2 | $41K | Buy |
+700
| New | +$41K | ﹤0.01% | 260 |
|
|
2017
Q2 | – | Sell |
-370
| Closed | -$23K | – | 162 |
|
|
2017
Q1 | $23K | Sell |
370
-184,246
| -100% | -$11.5M | ﹤0.01% | 159 |
|
|
2016
Q4 | $13.2M | Buy |
184,616
+4,153
| +2% | +$296K | 1.88% | 33 |
|
|
2016
Q3 | $13.2M | Buy |
180,463
+2,115
| +1% | +$154K | 1.93% | 29 |
|
|
2016
Q2 | $13.5M | Buy |
178,348
+7,360
| +4% | +$556K | 2.05% | 19 |
|
|
2016
Q1 | $11.7M | Buy |
170,988
+35,880
| +27% | +$2.46M | 1.98% | 31 |
|
|
2015
Q4 | $9.12M | Sell |
135,108
-33,404
| -20% | -$2.25M | 1.64% | 36 |
|
|
2015
Q3 | $11.1M | Buy |
168,512
+22,383
| +15% | +$1.48M | 2.03% | 31 |
|
|
2015
Q2 | $11.3M | Buy |
146,129
+9,731
| +7% | +$755K | 1.97% | 31 |
|
|
2015
Q1 | $9.94M | Buy |
136,398
+22,949
| +20% | +$1.67M | 1.71% | 39 |
|
|
2014
Q4 | $9.13M | Sell |
113,449
-3,387
| -3% | -$273K | 1.63% | 37 |
|
|
2014
Q3 | $10.8M | Buy |
116,836
+1,722
| +1% | +$159K | 2.06% | 29 |
|
|
2014
Q2 | $11.3M | Buy |
115,114
+896
| +0.8% | +$88.1K | 2.15% | 21 |
|
|
2014
Q1 | $10.4M | Buy |
114,218
+2,792
| +3% | +$255K | 2.08% | 27 |
|
|
2013
Q4 | $10.2M | Sell |
111,426
-1,821
| -2% | -$166K | 2.09% | 26 |
|
|
2013
Q3 | $10.1M | Buy |
113,247
+3,171
| +3% | +$284K | 2.22% | 17 |
|
|
2013
Q2 | $9.41M | Buy |
+110,076
| New | +$9.41M | 2.13% | 21 |
|