Winch Advisory Services’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 | $92.2K | Buy |
2,195
+1
| +0% | +$42 | 0.02% | 128 |
|
|
2025
Q1 | $108K | Buy |
2,194
+1
| +0% | +$49 | 0.03% | 114 |
|
|
2024
Q4 | $108K | Buy |
2,193
+2,079
| +1,824% | +$103K | 0.03% | 113 |
|
|
2024
Q3 | $5.87K | Buy |
114
+1
| +0.9% | +$51 | ﹤0.01% | 300 |
|
|
2024
Q2 | $7.15K | Hold |
113
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $7.36K | Buy |
113
+65
| +135% | +$4.24K | ﹤0.01% | 282 |
|
|
2023
Q4 | $2.87K | Hold |
48
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 336 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$1K | – | 448 |
|
|
2020
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 370 |
|
|
2020
Q1 | – | Sell |
-494
| Closed | -$20K | – | 373 |
|
|
2019
Q4 | $20K | Sell |
494
-95
| -16% | -$3.85K | 0.01% | 160 |
|
|
2019
Q3 | $26K | Buy |
589
+17
| +3% | +$750 | 0.01% | 135 |
|
|
2019
Q2 | $29K | Sell |
572
-99
| -15% | -$5.02K | 0.02% | 137 |
|
|
2019
Q1 | $44K | Buy |
671
+507
| +309% | +$33.2K | 0.02% | 121 |
|
|
2018
Q4 | $10K | Buy |
+164
| New | +$10K | 0.01% | 177 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$14K | – | 275 |
|
|
2016
Q1 | $14K | Buy |
+200
| New | +$14K | 0.02% | 96 |
|
|
2015
Q2 | – | Sell |
-133
| Closed | -$10K | – | 331 |
|
|
2015
Q1 | $10K | Buy |
+133
| New | +$10K | 0.01% | 154 |
|
|
2014
Q4 | – | Sell |
-279
| Closed | -$26K | – | 143 |
|
|
2014
Q3 | $26K | Hold |
279
| – | – | 0.02% | 96 |
|
|
2014
Q2 | $27K | Hold |
279
| – | – | 0.02% | 117 |
|
|
2014
Q1 | $25K | Buy |
+279
| New | +$25K | 0.02% | 127 |
|