Wealth Advisory Solutions’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,741
| Closed | -$1.27M | – | 149 |
|
|
2024
Q4 | $1.27M | Sell |
25,741
-130,306
| -84% | -$6.44M | 0.36% | 59 |
|
|
2024
Q3 | $8.04M | Sell |
156,047
-14,254
| -8% | -$735K | 2.21% | 11 |
|
|
2024
Q2 | $10.7M | Buy |
170,301
+1,557
| +0.9% | +$98.1K | 2.91% | 8 |
|
|
2024
Q1 | $11M | Buy |
168,744
+25,869
| +18% | +$1.68M | 2.84% | 8 |
|
|
2023
Q4 | $8.53M | Sell |
142,875
-143,168
| -50% | -$8.55M | 2.98% | 10 |
|
|
2023
Q3 | $17.8M | Buy |
286,043
+138,956
| +94% | +$8.66M | 3.49% | 6 |
|
|
2023
Q2 | $8.65M | Sell |
147,087
-951
| -0.6% | -$55.9K | 2.3% | 12 |
|
|
2023
Q1 | $9.24M | Buy |
148,038
+89,465
| +153% | +$5.59M | 2.46% | 8 |
|
|
2022
Q4 | $3.69M | Buy |
58,573
+4,997
| +9% | +$315K | 0.99% | 27 |
|
|
2022
Q3 | $3.29M | Buy |
+53,576
| New | +$3.29M | 0.91% | 35 |
|
|
2021
Q2 | – | Sell |
-33,000
| Closed | -$827K | – | 190 |
|
|
2021
Q1 | $827K | Buy |
+33,000
| New | +$827K | 0.62% | 34 |
|