WBH Advisory’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,603
| Closed | -$213K | – | 236 |
|
|
2018
Q3 | $213K | Sell |
2,603
-477
| -15% | -$39K | 0.05% | 232 |
|
|
2018
Q2 | $257K | Hold |
3,080
| – | – | 0.07% | 204 |
|
|
2018
Q1 | $200K | Sell |
3,080
-602
| -16% | -$39.1K | 0.05% | 221 |
|
|
2017
Q4 | $271K | Sell |
3,682
-128
| -3% | -$9.42K | 0.07% | 195 |
|
|
2017
Q3 | $244K | Sell |
3,810
-248
| -6% | -$15.9K | 0.07% | 201 |
|
|
2017
Q2 | $242K | Sell |
4,058
-499
| -11% | -$29.8K | 0.07% | 204 |
|
|
2017
Q1 | $288K | Sell |
4,557
-224
| -5% | -$14.2K | 0.09% | 189 |
|
|
2016
Q4 | $340K | Sell |
4,781
-427
| -8% | -$30.4K | 0.11% | 169 |
|
|
2016
Q3 | $379K | Buy |
5,208
+12
| +0.2% | +$873 | 0.13% | 153 |
|
|
2016
Q2 | $392K | Sell |
5,196
-600
| -10% | -$45.3K | 0.15% | 131 |
|
|
2016
Q1 | $396K | Buy |
5,796
+16
| +0.3% | +$1.09K | 0.13% | 131 |
|
|
2015
Q4 | $390 | Sell |
5,780
-936
| -14% | -$63 | 0.14% | 132 |
|
|
2015
Q3 | $443K | Sell |
6,716
-3,385
| -34% | -$223K | 0.18% | 121 |
|
|
2015
Q2 | $784K | Buy |
10,101
+175
| +2% | +$13.6K | 0.31% | 83 |
|
|
2015
Q1 | $723 | Sell |
9,926
-1,163
| -10% | -$85 | 0.2% | 88 |
|
|
2014
Q4 | $892K | Sell |
11,089
-934
| -8% | -$75.1K | 0.34% | 69 |
|
|
2014
Q3 | $1.11M | Buy |
12,023
+26
| +0.2% | +$2.39K | 0.39% | 57 |
|
|
2014
Q2 | $1.18M | Buy |
11,997
+783
| +7% | +$76.9K | 0.45% | 51 |
|
|
2014
Q1 | $1.02M | Buy |
11,214
+104
| +0.9% | +$9.49K | 0.41% | 64 |
|
|
2013
Q4 | $1.01M | Sell |
11,110
-157
| -1% | -$14.3K | 0.41% | 65 |
|
|
2013
Q3 | $1.01M | Buy |
11,267
+131
| +1% | +$11.7K | 0.45% | 58 |
|
|
2013
Q2 | $952K | Buy |
+11,136
| New | +$952K | 0.44% | 58 |
|