Wellington Shields Capital 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 | $66.2K | Sell |
1,575
-4,500
| -74% | -$189K | 0.01% | 290 |
|
|
2025
Q1 | $300K | Hold |
6,075
| – | – | 0.05% | 187 |
|
|
2024
Q4 | $300K | Sell |
6,075
-31
| -0.5% | -$1.53K | 0.05% | 195 |
|
|
2024
Q3 | $315K | Sell |
6,106
-1,000
| -14% | -$51.5K | 0.05% | 200 |
|
|
2024
Q2 | $448K | Sell |
7,106
-1,469
| -17% | -$92.6K | 0.08% | 165 |
|
|
2024
Q1 | $557K | Buy |
8,575
+2,300
| +37% | +$149K | 0.11% | 144 |
|
|
2023
Q4 | $375K | Hold |
6,275
| – | – | 0.05% | 180 |
|
|
2023
Q3 | $407K | Hold |
6,275
| – | – | 0.05% | 155 |
|
|
2023
Q2 | $369K | Sell |
6,275
-200
| -3% | -$11.8K | 0.05% | 176 |
|
|
2023
Q1 | $404K | Sell |
6,475
-2,550
| -28% | -$159K | 0.05% | 169 |
|
|
2022
Q4 | $568K | Hold |
9,025
| – | – | 0.07% | 135 |
|
|
2022
Q3 | $555K | Buy |
9,025
+500
| +6% | +$30.7K | 0.13% | 130 |
|
|
2022
Q2 | $502K | Buy |
8,525
+1,996
| +31% | +$118K | 0.06% | 147 |
|
|
2022
Q1 | $378K | Buy |
+6,529
| New | +$378K | 0.04% | 202 |
|