Number of Shares
364,823.00
Current Holdings Value*
$15.33 Mil
% of Portfolio
1.95%
Total Estimate Gain
$-3.14 Mil
% of Total Estimate Gain
-14.98%

Philip James Wealth Mangement, LLC's Occidental Petroleum Corp Holding Summary

As of 2025-06-30, Philip James Wealth Mangement, LLC held 364,823.00 shares of Occidental Petroleum Corp(OXY), totaling $15.33 Mil. This investment constitutes 1.95% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.04% of the outstanding Occidental Petroleum Corp(OXY) stock.

The initial trade took place in 2024Q3. And since then Philip James Wealth Mangement, LLC has made 2 purchases of OXY, at an average price of $52.67, for a total of 398,411.00 shares. In addition, there have been 2 sales at an average price of $46.40 for 33,588.00 shares. Based on historical transaction data and OXY's current price of $44.63, Philip James Wealth Mangement, LLC's estimated gain on his OXY holdings is $-3.14 Mil, reflecting a -14.98% gain to date.

Philip James Wealth Mangement, LLC OXY ($44.63) Holding Chart

Philip James Wealth Mangement, LLC OXY ($44.63) 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 %

Top Ranked Articles

  • 1