Waldron Private Wealth’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$264K Buy
2023
Q2
Sell
2023
Q1
$252K Buy
2022
Q4
$237K Hold
2022
Q3
$237K Buy
2021
Q3
Sell
2021
Q2
$2.19M Buy
2014
Q4
Sell
2014
Q3
$231K Sell
2014
Q2
$277K Buy
2014
Q1
$251K Buy