Wealthspire Advisors (New York)’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 | $312K | Buy |
7,425
+365
| +5% | +$15.3K | ﹤0.01% | 656 |
|
|
2025
Q1 | $348K | Buy |
7,060
+116
| +2% | +$5.73K | ﹤0.01% | 605 |
|
|
2024
Q4 | $343K | Sell |
6,944
-32
| -0.5% | -$1.58K | ﹤0.01% | 618 |
|
|
2024
Q3 | $360K | Sell |
6,976
-2,661
| -28% | -$137K | ﹤0.01% | 579 |
|
|
2024
Q2 | $607K | Buy |
9,637
+637
| +7% | +$40.2K | 0.01% | 394 |
|
|
2024
Q1 | $585K | Hold |
9,000
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $537K | Sell |
9,000
-250
| -3% | -$14.9K | 0.01% | 408 |
|
|
2023
Q3 | $600K | Buy |
9,250
+366
| +4% | +$23.7K | 0.01% | 360 |
|
|
2023
Q2 | $522K | Buy |
8,884
+2,396
| +37% | +$141K | 0.01% | 353 |
|
|
2023
Q1 | $405K | Sell |
6,488
-1,276
| -16% | -$79.7K | 0.01% | 387 |
|
|
2022
Q4 | $489K | Buy |
7,764
+1,316
| +20% | +$82.9K | 0.01% | 370 |
|
|
2022
Q3 | $396K | Buy |
+6,448
| New | +$396K | 0.01% | 372 |
|
|
2021
Q2 | – | Sell |
-10,916
| Closed | -$291K | – | 577 |
|
|
2021
Q1 | $291K | Buy |
+10,916
| New | +$291K | 0.01% | 561 |
|
|
2020
Q4 | – | Sell |
-11,144
| Closed | -$112K | – | 588 |
|
|
2020
Q3 | $112K | Sell |
11,144
-3,072
| -22% | -$30.9K | 0.01% | 315 |
|
|
2020
Q2 | $260K | Sell |
14,216
-989
| -7% | -$18.1K | 0.02% | 225 |
|
|
2020
Q1 | $176K | Buy |
+15,205
| New | +$176K | 0.01% | 506 |
|
|
2019
Q1 | – | Sell |
-525
| Closed | -$32K | – | 580 |
|
|
2018
Q4 | $32K | Buy |
+525
| New | +$32K | ﹤0.01% | 248 |
|