Whalen Wealth Management’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
-16,684
Closed -$1.08M 132
2024
Q1
$1.08M Buy
16,684
+1,291
+8% +$83.9K 0.8% 24
2023
Q4
$919K Buy
+15,393
New +$919K 0.83% 29