Wealth Enhancement Advisory Services’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 | $4.55M | Sell |
103,869
-5,745
| -5% | -$252K | 0.01% | 938 |
|
|
2025
Q1 | $5.41M | Buy |
109,614
+13,726
| +14% | +$678K | 0.01% | 806 |
|
|
2024
Q4 | $4.74M | Buy |
95,888
+19,734
| +26% | +$975K | 0.01% | 822 |
|
|
2024
Q3 | $3.92M | Sell |
76,154
-3,735
| -5% | -$193K | 0.01% | 806 |
|
|
2024
Q2 | $5.04M | Buy |
79,889
+10,751
| +16% | +$678K | 0.01% | 689 |
|
|
2024
Q1 | $4.49M | Buy |
69,138
+2,028
| +3% | +$132K | 0.01% | 695 |
|
|
2023
Q4 | $4.01M | Buy |
67,110
+8,107
| +14% | +$484K | 0.01% | 668 |
|
|
2023
Q3 | $3.83M | Buy |
59,003
+52,569
| +817% | +$3.41M | 0.01% | 645 |
|
|
2023
Q2 | $378K | Buy |
6,434
+2,299
| +56% | +$135K | ﹤0.01% | 393 |
|
|
2023
Q1 | $258K | Sell |
4,135
-19,244
| -82% | -$1.2M | ﹤0.01% | 467 |
|
|
2022
Q4 | $1.5M | Buy |
+23,379
| New | +$1.5M | 0.02% | 191 |
|
|
2018
Q4 | – | Sell |
-14,114
| Closed | -$963K | – | 201 |
|
|
2018
Q3 | $963K | Buy |
+14,114
| New | +$963K | 0.06% | 119 |
|