WESPAC Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,609
| Closed | -$300K | – | 174 |
|
|
2024
Q1 | $300K | Sell |
4,609
-9,894
| -68% | -$643K | 0.17% | 138 |
|
|
2023
Q4 | $866K | Sell |
14,503
-1,418
| -9% | -$84.7K | 0.6% | 54 |
|
|
2023
Q3 | $1.03M | Sell |
15,921
-22
| -0.1% | -$1.43K | 0.77% | 45 |
|
|
2023
Q2 | $937K | Sell |
15,943
-1,057
| -6% | -$62.2K | 0.75% | 48 |
|
|
2023
Q1 | $1.06M | Buy |
17,000
+2,514
| +17% | +$157K | 1% | 37 |
|
|
2022
Q4 | $912K | Buy |
14,486
+368
| +3% | +$23.2K | 1.58% | 17 |
|
|
2022
Q3 | $868K | Buy |
+14,118
| New | +$868K | 1.17% | 29 |
|
|
2022
Q2 | – | Sell |
-13,412
| Closed | -$761K | – | 116 |
|
|
2022
Q1 | $761K | Sell |
13,412
-3,525
| -21% | -$200K | 0.82% | 54 |
|
|
2021
Q4 | $491K | Sell |
16,937
-875
| -5% | -$25.4K | 0.33% | 100 |
|
|
2021
Q3 | $527K | Sell |
17,812
-1,139
| -6% | -$33.7K | 0.32% | 101 |
|
|
2021
Q2 | $593K | Sell |
18,951
-23,119
| -55% | -$723K | 1.14% | 37 |
|
|
2021
Q1 | $1.12M | Buy |
+42,070
| New | +$1.12M | 0.84% | 47 |
|
|
2019
Q2 | – | Sell |
-40,864
| Closed | -$2.71M | – | 136 |
|
|
2019
Q1 | $2.71M | Buy |
+40,864
| New | +$2.71M | 1.87% | 17 |
|