Wealthcare Advisory Partners’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 | $382K | Sell |
9,082
-416
| -4% | -$17.5K | 0.01% | 719 |
|
|
2025
Q1 | $469K | Sell |
9,498
-1,388
| -13% | -$68.5K | 0.01% | 609 |
|
|
2024
Q4 | $538K | Buy |
10,886
+4,581
| +73% | +$226K | 0.01% | 552 |
|
|
2024
Q3 | $325K | Buy |
6,305
+644
| +11% | +$33.2K | 0.01% | 693 |
|
|
2024
Q2 | $357K | Sell |
5,661
-528
| -9% | -$33.3K | 0.01% | 626 |
|
|
2024
Q1 | $402K | Sell |
6,189
-266
| -4% | -$17.3K | 0.01% | 585 |
|
|
2023
Q4 | $385K | Buy |
6,455
+1,731
| +37% | +$103K | 0.02% | 537 |
|
|
2023
Q3 | $306K | Sell |
4,724
-508
| -10% | -$33K | 0.01% | 544 |
|
|
2023
Q2 | $308K | Buy |
5,232
+988
| +23% | +$58.1K | 0.01% | 559 |
|
|
2023
Q1 | $265K | Buy |
4,244
+44
| +1% | +$2.75K | 0.01% | 617 |
|
|
2022
Q4 | $265K | Buy |
+4,200
| New | +$265K | 0.01% | 569 |
|
|
2021
Q2 | – | Sell |
-1,711
| Closed | -$46K | – | 1445 |
|
|
2021
Q1 | $46K | Buy |
+1,711
| New | +$46K | ﹤0.01% | 901 |
|
|
2020
Q2 | – | Sell |
-292
| Closed | -$3K | – | 1047 |
|
|
2020
Q1 | $3K | Buy |
292
+33
| +13% | +$339 | ﹤0.01% | 1247 |
|
|
2019
Q4 | $11K | Sell |
259
-650
| -72% | -$27.6K | ﹤0.01% | 918 |
|
|
2019
Q3 | $40K | Sell |
909
-251
| -22% | -$11K | 0.01% | 586 |
|
|
2019
Q2 | $58K | Buy |
1,160
+2
| +0.2% | +$100 | 0.01% | 473 |
|
|
2019
Q1 | $77K | Buy |
1,158
+2
| +0.2% | +$133 | 0.01% | 391 |
|
|
2018
Q4 | $71K | Buy |
1,156
+51
| +5% | +$3.13K | 0.01% | 369 |
|
|
2018
Q3 | $91K | Sell |
1,105
-196
| -15% | -$16.1K | 0.02% | 351 |
|
|
2018
Q2 | $109K | Buy |
1,301
+126
| +11% | +$10.6K | 0.02% | 314 |
|
|
2018
Q1 | $76K | Sell |
1,175
-90
| -7% | -$5.82K | 0.02% | 329 |
|
|
2017
Q4 | $93K | Buy |
1,265
+123
| +11% | +$9.04K | 0.02% | 270 |
|
|
2017
Q3 | $73K | Buy |
1,142
+1,141
| +114,100% | +$72.9K | 0.02% | 261 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 129 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 132 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 122 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 118 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 129 |
|