Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,180
| Closed | -$354K | – | 522 |
|
|
2025
Q1 | $354K | Sell |
7,180
-2,290
| -24% | -$113K | ﹤0.01% | 378 |
|
|
2024
Q4 | $468K | Sell |
9,470
-110
| -1% | -$5.44K | 0.01% | 354 |
|
|
2024
Q3 | $494K | Sell |
9,580
-10,341
| -52% | -$533K | 0.01% | 362 |
|
|
2024
Q2 | $1.26M | Sell |
19,921
-1,500
| -7% | -$94.5K | 0.02% | 235 |
|
|
2024
Q1 | $1.39M | Sell |
21,421
-21,683
| -50% | -$1.41M | 0.02% | 231 |
|
|
2023
Q4 | $2.57M | Sell |
43,104
-16,505
| -28% | -$986K | 0.04% | 171 |
|
|
2023
Q3 | $3.87M | Buy |
59,609
+6,165
| +12% | +$400K | 0.06% | 138 |
|
|
2023
Q2 | $3.14M | Sell |
53,444
-10,324
| -16% | -$607K | 0.05% | 156 |
|
|
2023
Q1 | $3.98M | Sell |
63,768
-1,018
| -2% | -$63.6K | 0.06% | 145 |
|
|
2022
Q4 | $4.08M | Sell |
64,786
-10,644
| -14% | -$670K | 0.07% | 146 |
|
|
2022
Q3 | $4.64M | Buy |
75,430
+4,200
| +6% | +$258K | 0.08% | 141 |
|
|
2022
Q2 | $4.19M | Buy |
+71,230
| New | +$4.19M | 0.07% | 152 |
|