Visionary 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 | $743K | Sell |
17,677
-734
| -4% | -$30.8K | 0.04% | 310 |
|
|
2025
Q1 | $909K | Sell |
18,411
-6,736
| -27% | -$332K | 0.05% | 272 |
|
|
2024
Q4 | $1.24M | Buy |
25,147
+5,328
| +27% | +$263K | 0.07% | 227 |
|
|
2024
Q3 | $1.02M | Buy |
19,819
+458
| +2% | +$23.6K | 0.06% | 250 |
|
|
2024
Q2 | $1.22M | Buy |
19,361
+411
| +2% | +$25.9K | 0.08% | 225 |
|
|
2024
Q1 | $1.23M | Buy |
18,950
+371
| +2% | +$24.1K | 0.08% | 218 |
|
|
2023
Q4 | $1.11M | Buy |
18,579
+2,905
| +19% | +$173K | 0.08% | 217 |
|
|
2023
Q3 | $1.02M | Sell |
15,674
-243
| -2% | -$15.8K | 0.08% | 208 |
|
|
2023
Q2 | $936K | Buy |
15,917
+102
| +0.6% | +$6K | 0.07% | 213 |
|
|
2023
Q1 | $987K | Sell |
15,815
-38
| -0.2% | -$2.37K | 0.08% | 192 |
|
|
2022
Q4 | $999K | Buy |
15,853
+1,033
| +7% | +$65.1K | 0.09% | 175 |
|
|
2022
Q3 | $911K | Buy |
14,820
+1,989
| +16% | +$122K | 0.09% | 174 |
|
|
2022
Q2 | $755K | Buy |
12,831
+2,589
| +25% | +$152K | 0.07% | 196 |
|
|
2022
Q1 | $581K | Buy |
+10,242
| New | +$581K | 0.05% | 232 |
|