Vanguard Personalized Indexing Management’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
$5.84M Buy
139,086
+60,793
+78% +$2.55M 0.07% 254
2025
Q1
$3.86M Sell
78,293
-10,111
-11% -$499K 0.06% 298
2024
Q4
$4.37M Buy
88,404
+27,287
+45% +$1.35M 0.07% 257
2024
Q3
$3.15M Sell
61,117
-5,513
-8% -$284K 0.05% 329
2024
Q2
$4.2M Buy
66,630
+10,796
+19% +$680K 0.08% 215
2024
Q1
$3.63M Buy
55,834
+4,426
+9% +$288K 0.08% 228
2023
Q4
$3.07M Sell
51,408
-743
-1% -$44.4K 0.08% 234
2023
Q3
$3.38M Buy
52,151
+4,666
+10% +$303K 0.1% 185
2023
Q2
$2.79M Buy
47,485
+1,709
+4% +$100K 0.09% 226
2023
Q1
$2.86M Sell
45,776
-2,730
-6% -$170K 0.1% 203
2022
Q4
$3.06M Sell
48,506
-19,558
-29% -$1.23M 0.13% 163
2022
Q3
$4.18M Buy
68,064
+23,501
+53% +$1.44M 0.19% 94
2022
Q2
$2.62M Buy
44,563
+12,782
+40% +$753K 0.12% 157
2022
Q1
$1.8M Buy
31,781
+7,439
+31% +$422K 0.09% 222
2021
Q4
$706K Buy
24,342
+8,547
+54% +$248K 0.04% 555
2021
Q3
$467K Sell
15,795
-1,581
-9% -$46.7K 0.04% 547
2021
Q2
$543K Buy
17,376
+4,584
+36% +$143K 0.06% 442
2021
Q1
$341K Buy
+12,792
New +$341K 0.05% 455