WealthShield 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 | – | Sell |
-4,108
| Closed | -$204K | – | 565 |
|
|
2025
Q1 | $204K | Buy |
4,108
+424
| +12% | +$21K | 0.03% | 316 |
|
|
2024
Q4 | $183K | Sell |
3,684
-1,877
| -34% | -$93.2K | 0.03% | 290 |
|
|
2024
Q3 | $288K | Buy |
5,561
+1,005
| +22% | +$52K | 0.04% | 251 |
|
|
2024
Q2 | $288K | Buy |
4,556
+1,025
| +29% | +$64.8K | 0.04% | 244 |
|
|
2024
Q1 | $230K | Sell |
3,531
-913
| -21% | -$59.5K | 0.04% | 256 |
|
|
2023
Q4 | $266K | Buy |
4,444
+164
| +4% | +$9.82K | 0.04% | 248 |
|
|
2023
Q3 | $278K | Hold |
4,280
| – | – | 0.04% | 260 |
|
|
2023
Q2 | $252K | Buy |
4,280
+209
| +5% | +$12.3K | 0.04% | 270 |
|
|
2023
Q1 | $255K | Hold |
4,071
| – | – | 0.04% | 268 |
|
|
2022
Q4 | $257K | Buy |
4,071
+1
| +0% | +$63 | 0.05% | 253 |
|
|
2022
Q3 | $251K | Buy |
+4,070
| New | +$251K | 0.05% | 262 |
|
|
2022
Q2 | – | Sell |
-3,770
| Closed | -$214K | – | 321 |
|
|
2022
Q1 | $214K | Buy |
+3,770
| New | +$214K | 0.03% | 310 |
|
|
2021
Q3 | – | Sell |
-1,039
| Closed | -$33K | – | 574 |
|
|
2021
Q2 | $33K | Hold |
1,039
| – | – | 0.01% | 562 |
|
|
2021
Q1 | $28K | Buy |
+1,039
| New | +$28K | 0.01% | 595 |
|