VisionPoint Advisory Group’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 | $263K | Buy |
6,257
+119
| +2% | +$5K | 0.06% | 295 |
|
2025
Q1 | $303K | Buy |
6,138
+311
| +5% | +$15.4K | 0.1% | 167 |
|
2024
Q4 | $290K | Sell |
5,827
-611
| -9% | -$30.4K | 0.1% | 146 |
|
2024
Q3 | $332K | Sell |
6,438
-1,118
| -15% | -$57.6K | 0.11% | 135 |
|
2024
Q2 | $476K | Sell |
7,556
-348
| -4% | -$21.9K | 0.17% | 111 |
|
2024
Q1 | $514K | Sell |
7,904
-7,034
| -47% | -$457K | 0.19% | 114 |
|
2023
Q4 | $892K | Buy |
14,938
+184
| +1% | +$11K | 0.33% | 69 |
|
2023
Q3 | $957K | Buy |
14,754
+174
| +1% | +$11.3K | 0.41% | 67 |
|
2023
Q2 | $857K | Buy |
14,580
+849
| +6% | +$49.9K | 0.35% | 72 |
|
2023
Q1 | $806K | Buy |
+13,731
| New | +$806K | 0.36% | 58 |
|