Verdence 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 | $354K | Buy |
8,437
+300
| +4% | +$12.6K | 0.02% | 508 |
|
|
2025
Q1 | $402K | Sell |
8,137
-308
| -4% | -$15.2K | 0.03% | 451 |
|
|
2024
Q4 | $417K | Sell |
8,445
-429
| -5% | -$21.2K | 0.03% | 390 |
|
|
2024
Q3 | $457K | Sell |
8,874
-550
| -6% | -$28.3K | 0.04% | 387 |
|
|
2024
Q2 | $594K | Buy |
9,424
+13
| +0.1% | +$819 | 0.05% | 321 |
|
|
2024
Q1 | $612K | Buy |
9,411
+533
| +6% | +$34.6K | 0.06% | 314 |
|
|
2023
Q4 | $530K | Sell |
8,878
-16
| -0.2% | -$955 | 0.05% | 327 |
|
|
2023
Q3 | $577K | Buy |
8,894
+955
| +12% | +$62K | 0.06% | 303 |
|
|
2023
Q2 | $467K | Buy |
7,939
+551
| +7% | +$32.4K | 0.05% | 326 |
|
|
2023
Q1 | $461K | Sell |
7,388
-5
| -0.1% | -$312 | 0.06% | 322 |
|
|
2022
Q4 | $466K | Buy |
7,393
+1
| +0% | +$63 | 0.06% | 292 |
|
|
2022
Q3 | $454K | Sell |
7,392
-78
| -1% | -$4.79K | 0.06% | 292 |
|
|
2022
Q2 | $440K | Sell |
7,470
-15
| -0.2% | -$884 | 0.06% | 307 |
|
|
2022
Q1 | $425K | Buy |
+7,485
| New | +$425K | 0.05% | 328 |
|
|
2019
Q4 | – | Sell |
-13,864
| Closed | -$617K | – | 332 |
|
|
2019
Q3 | $617K | Buy |
13,864
+272
| +2% | +$12.1K | 0.17% | 146 |
|
|
2019
Q2 | $683K | Sell |
13,592
-2,813
| -17% | -$141K | 0.2% | 135 |
|
|
2019
Q1 | $1.09M | Buy |
16,405
+1,962
| +14% | +$130K | 0.29% | 95 |
|
|
2018
Q4 | $887K | Sell |
14,443
-3,419
| -19% | -$210K | 0.25% | 94 |
|
|
2018
Q3 | $1.47M | Sell |
17,862
-3,602
| -17% | -$296K | 0.36% | 66 |
|
|
2018
Q2 | $1.8M | Sell |
21,464
-1,082
| -5% | -$90.5K | 0.44% | 60 |
|
|
2018
Q1 | $1.47M | Buy |
22,546
+2,732
| +14% | +$178K | 0.35% | 67 |
|
|
2017
Q4 | $1.46M | Buy |
+19,814
| New | +$1.46M | 0.35% | 65 |
|