Waverly 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 | $573K | Buy |
13,646
+833
| +7% | +$35K | 0.01% | 761 |
|
|
2025
Q1 | $632K | Buy |
12,813
+350
| +3% | +$17.3K | 0.01% | 717 |
|
|
2024
Q4 | $616K | Sell |
12,463
-113,045
| -90% | -$5.59M | 0.01% | 635 |
|
|
2024
Q3 | $6.47M | Buy |
125,508
+60,615
| +93% | +$3.12M | 0.12% | 162 |
|
|
2024
Q2 | $4.09M | Buy |
64,893
+440
| +0.7% | +$27.7K | 0.08% | 214 |
|
|
2024
Q1 | $4.19M | Buy |
64,453
+6,032
| +10% | +$392K | 0.1% | 166 |
|
|
2023
Q4 | $3.49M | Buy |
+58,421
| New | +$3.49M | 0.13% | 104 |
|
|
2018
Q1 | – | Sell |
-82
| Closed | -$6K | – | 316 |
|
|
2017
Q4 | $6K | Buy |
+82
| New | +$6K | ﹤0.01% | 364 |
|
|
2017
Q1 | – | Sell |
-2,815
| Closed | -$201K | – | 215 |
|
|
2016
Q4 | $201K | Sell |
2,815
-805
| -22% | -$57.5K | 0.07% | 113 |
|
|
2016
Q3 | $264K | Buy |
+3,620
| New | +$264K | 0.11% | 74 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$10K | – | 311 |
|
|
2015
Q3 | $10K | Hold |
150
| – | – | 0.01% | 346 |
|
|
2015
Q2 | $12K | Hold |
150
| – | – | 0.01% | 258 |
|
|
2015
Q1 | $11K | Hold |
150
| – | – | 0.01% | 252 |
|
|
2014
Q4 | $12K | Sell |
150
-1,542
| -91% | -$123K | 0.01% | 279 |
|
|
2014
Q3 | $156K | Hold |
1,692
| – | – | 0.08% | 98 |
|
|
2014
Q2 | $166K | Buy |
1,692
+17
| +1% | +$1.67K | 0.07% | 108 |
|
|
2014
Q1 | $153K | Sell |
1,675
-72
| -4% | -$6.58K | 0.07% | 109 |
|
|
2013
Q4 | $159K | Buy |
1,747
+1,558
| +824% | +$142K | 0.06% | 167 |
|
|
2013
Q3 | $17K | Buy |
+189
| New | +$17K | 0.01% | 376 |
|