West Oak Capital’s Occidental Petroleum OXY Stock Holding History

West Oak Capital’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-150	Closed	-$9K	–	310
2023 Q4	$9K	Hold	150	–	–	﹤0.01%	253
2023 Q3	$10K	Hold	150	–	–	0.01%	246
2023 Q2	$8.82K	Hold	150	–	–	﹤0.01%	253
2023 Q1	$9.37K	Sell	150 -50	-25%	-$3.12K	﹤0.01%	252
2022 Q4	$13K	Hold	200	–	–	0.01%	210
2022 Q3	$12K	Hold	200	–	–	0.01%	228
2022 Q2	$12K	Hold	200	–	–	0.01%	238
2022 Q1	$11K	Buy	+200	New	+$11K	0.01%	258
2019 Q4	–	Sell	-9,895	Closed	-$440K	–	301
2019 Q3	$440K	Sell	9,895 -158	-2%	-$7.03K	0.26%	78
2019 Q2	$505K	Buy	10,053 +153	+2%	+$7.69K	0.3%	72
2019 Q1	$655K	Buy	9,900 +635	+7%	+$42K	0.41%	66
2018 Q4	$569K	Sell	9,265 -3,402	-27%	-$209K	0.4%	68
2018 Q3	$1.04M	Buy	12,667 +300	+2%	+$24.7K	0.6%	60
2018 Q2	$1.03M	Buy	12,367 +87	+0.7%	+$7.28K	0.63%	59
2018 Q1	$798K	Sell	12,280 -1,705	-12%	-$111K	0.47%	65
2017 Q4	$1.03M	Sell	13,985 -435	-3%	-$32K	0.63%	59
2017 Q3	$926K	Buy	14,420 +687	+5%	+$44.1K	0.55%	62
2017 Q2	$822K	Buy	13,733 +353	+3%	+$21.1K	0.5%	65
2017 Q1	$848K	Sell	13,380 -405	-3%	-$25.7K	0.52%	63
2016 Q4	$982K	Sell	13,785 -450	-3%	-$32.1K	0.66%	56
2016 Q3	$1.04M	Buy	14,235 +150	+1%	+$10.9K	0.72%	55
2016 Q2	$1.06M	Sell	14,085 -140	-1%	-$10.6K	0.77%	55
2016 Q1	$973K	Buy	14,225 +4,959	+54%	+$339K	0.75%	55
2015 Q4	$625K	Sell	9,266 -5,629	-38%	-$380K	0.49%	62
2015 Q3	$984K	Buy	14,895 +235	+2%	+$15.5K	0.79%	49
2015 Q2	$1.14M	Sell	14,660 -100	-0.7%	-$7.76K	0.85%	48
2015 Q1	$1.08M	Buy	14,760 +3,731	+34%	+$272K	0.79%	53
2014 Q4	$888K	Buy	11,029 +586	+6%	+$47.2K	0.65%	60
2014 Q3	$962K	Sell	10,443 -36	-0.3%	-$3.32K	0.72%	57
2014 Q2	$1.03M	Buy	10,479 +172	+2%	+$16.9K	0.75%	55
2014 Q1	$941K	Hold	10,307	–	–	0.69%	59
2013 Q4	$939K	Buy	10,307 +88	+0.9%	+$8.02K	0.69%	60
2013 Q3	$916K	Buy	10,219 +481	+5%	+$43.1K	0.72%	57
2013 Q2	$833K	Buy	+9,738	New	+$833K	0.69%	57