Weinberger Asset Management’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 |
-4,432
| Closed | -$219K | – | 83 |
|
|
2025
Q1 | $219K | Sell |
4,432
-470
| -10% | -$23.2K | 0.09% | 78 |
|
|
2024
Q4 | $242K | Buy |
4,902
+348
| +8% | +$17.2K | 0.1% | 77 |
|
|
2024
Q3 | $235K | Buy |
4,554
+132
| +3% | +$6.8K | 0.1% | 78 |
|
|
2024
Q2 | $279K | Sell |
4,422
-19
| -0.4% | -$1.2K | 0.13% | 73 |
|
|
2024
Q1 | $289K | Sell |
4,441
-992
| -18% | -$64.5K | 0.14% | 72 |
|
|
2023
Q4 | $324K | Buy |
5,433
+68
| +1% | +$4.06K | 0.17% | 71 |
|
|
2023
Q3 | $348K | Buy |
5,365
+9
| +0.2% | +$584 | 0.2% | 65 |
|
|
2023
Q2 | $315K | Buy |
5,356
+8
| +0.1% | +$470 | 0.17% | 67 |
|
|
2023
Q1 | $334K | Buy |
5,348
+6
| +0.1% | +$375 | 0.19% | 65 |
|
|
2022
Q4 | $336K | Buy |
5,342
+6
| +0.1% | +$378 | 0.21% | 59 |
|
|
2022
Q3 | $328K | Sell |
5,336
-582
| -10% | -$35.8K | 0.23% | 55 |
|
|
2022
Q2 | $348K | Buy |
+5,918
| New | +$348K | 0.23% | 57 |
|