Number of Shares
85,606.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
1.65%
Total Estimate Gain
$4.30 Mil
% of Total Estimate Gain
63.18%

Bell & Brown Wealth Advisors, LLC's Occidental Petroleum Corp Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 85,606.00 shares of Occidental Petroleum Corp(OXY), totaling $4.23 Mil. This investment constitutes 1.65% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0.01% of the outstanding Occidental Petroleum Corp(OXY) stock.

The initial trade took place in 2019Q4. And since then Bell & Brown Wealth Advisors, LLC has made 8 purchases of OXY, at an average price of $31.80, for a total of 214,117.00 shares. In addition, there have been 9 sales at an average price of $56.94 for 128,511.00 shares. Based on historical transaction data and OXY's current price of $44.33, Bell & Brown Wealth Advisors, LLC's estimated gain on his OXY holdings is $4.30 Mil, reflecting a 63.18% gain to date.

Bell & Brown Wealth Advisors, LLC OXY ($44.33) Holding Chart

Bell & Brown Wealth Advisors, LLC OXY ($44.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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