WIM
Wilen Investment Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,613
| Closed | -$595K | – | 56 |
|
|
2019
Q4 | $595K | Sell |
14,613
-1,392
| -9% | -$56.7K | 0.47% | 34 |
|
|
2019
Q3 | $704K | Sell |
16,005
-300
| -2% | -$13.2K | 0.55% | 32 |
|
|
2019
Q2 | $807K | Sell |
16,305
-592
| -4% | -$29.3K | 0.63% | 31 |
|
|
2019
Q1 | $1.12M | Sell |
16,897
-200
| -1% | -$13.2K | 0.85% | 29 |
|
|
2018
Q4 | $1.04M | Sell |
17,097
-144
| -0.8% | -$8.79K | 0.9% | 26 |
|
|
2018
Q3 | $1.41M | Sell |
17,241
-268
| -2% | -$21.8K | 0.94% | 25 |
|
|
2018
Q2 | $1.44M | Sell |
17,509
-400
| -2% | -$32.8K | 0.92% | 24 |
|
|
2018
Q1 | $1.16M | Hold |
17,909
| – | – | 0.79% | 25 |
|
|
2017
Q4 | $1.31M | Sell |
17,909
-2,612
| -13% | -$191K | 0.85% | 24 |
|
|
2017
Q3 | $1.3M | Hold |
20,521
| – | – | 0.79% | 25 |
|
|
2017
Q2 | $1.21M | Sell |
20,521
-1,337
| -6% | -$78.9K | 0.73% | 27 |
|
|
2017
Q1 | $1.37M | Sell |
21,858
-200
| -0.9% | -$12.5K | 0.82% | 26 |
|
|
2016
Q4 | $1.57M | Hold |
22,058
| – | – | 0.97% | 25 |
|
|
2016
Q3 | $1.59M | Sell |
22,058
-940
| -4% | -$67.7K | 1.05% | 23 |
|
|
2016
Q2 | $1.73M | Hold |
22,998
| – | – | 1.13% | 20 |
|
|
2016
Q1 | $1.56M | Sell |
22,998
-200
| -0.9% | -$13.6K | 1.09% | 21 |
|
|
2015
Q4 | $1.55M | Sell |
23,198
-326
| -1% | -$21.8K | 1.13% | 22 |
|
|
2015
Q3 | $1.54M | Hold |
23,524
| – | – | 1.1% | 23 |
|
|
2015
Q2 | $1.81M | Sell |
23,524
-184
| -0.8% | -$14.2K | 1.22% | 20 |
|
|
2015
Q1 | $1.72M | Sell |
23,708
-126
| -0.5% | -$9.14K | 1.18% | 21 |
|
|
2014
Q4 | $1.91M | Buy |
23,834
+300
| +1% | +$24K | 1.26% | 19 |
|
|
2014
Q3 | $2.25M | Sell |
23,534
-738
| -3% | -$70.5K | 1.43% | 19 |
|
|
2014
Q2 | $2.48M | Sell |
24,272
-1,288
| -5% | -$131K | 1.45% | 21 |
|
|
2014
Q1 | $2.43M | Hold |
25,560
| – | – | 1.42% | 19 |
|
|
2013
Q4 | $2.42M | Hold |
25,560
| – | – | 1.55% | 17 |
|
|
2013
Q3 | $2.38M | Sell |
25,560
-712
| -3% | -$66.2K | 1.59% | 17 |
|
|
2013
Q2 | $2.34M | Buy |
+26,272
| New | +$2.34M | 1.72% | 15 |
|