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CVA Family Office’s Occidental Petroleum OXY Stock Holding History

CVA Family Office’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Buy
2,449
+1
+0% +$57 0.01% 440
2026
Q1 		$159K Buy
2,448
+656
+37% +$33K 0.02% 363
2025
Q4 		$73.7K Sell
1,792
-221
-11% -$9.22K 0.01% 489
2025
Q3 		$95.1K Sell
2,013
-25
-1% -$1.13K 0.01% 428
2025
Q2 		$85.6K Buy
2,038
+1,323
+185% +$55.3K 0.01% 431
2025
Q1 		$35.3K Sell
715
-230
-24% -$11.2K 0.01% 576
2024
Q4 		$46.7K Sell
945
-251
-21% -$12.7K 0.01% 532
2024
Q3 		$61.6K Buy
1,196
+446
+59% +$25.4K 0.01% 463
2024
Q2 		$47.3K Buy
750
+122
+19% +$7.82K 0.01% 505
2024
Q1 		$40.8K Sell
628
-277
-31% -$16.5K 0.01% 526
2023
Q4 		$54K Buy
+905
New +$55.2K 0.01% 457
2023
Q3 		– Sell
-707
Closed -$41.6K – 729
2023
Q2 		$41.6K Sell
707
-3
-0.4% -$180 0.01% 490
2023
Q1 		$44.3K Buy
710
+35
+5% +$2.17K 0.01% 462
2022
Q4 		$42.5K Buy
675
+40
+6% +$2.72K 0.01% 449
2022
Q3 		$39K Sell
635
-290
-31% -$18.6K 0.01% 423
2022
Q2 		$54K Buy
925
+335
+57% +$20.6K 0.01% 359
2022
Q1 		$33K Buy
590
+200
+51% +$8.84K 0.01% 476
2021
Q4 		$11K Buy
390
+290
+290% +$9.1K ﹤0.01% 632
2021
Q3 		$1K Sell
100
-55
-35% -$1.47K ﹤0.01% 353
2021
Q2 		$5K Sell
155
-690
-82% -$18.5K ﹤0.01% 769
2021
Q1 		$22K Buy
845
+745
+745% +$18.6K 0.01% 394
2020
Q4 		$2K Hold
100
– – ﹤0.01% 340
2020
Q3 		$1K Hold
100
– – ﹤0.01% 353
2020
Q2 		$2K Hold
100
– – ﹤0.01% 308
2020
Q1 		$1K Buy
+100
New +$3.29K ﹤0.01% 300

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CVA Family Office's OXY Position: Q2 2026 in Review

CVA Family Office increased its Occidental Petroleum (OXY) stake by 0.04% in Q2 2026, buying an estimated $57 and bringing the position to 2,449 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #440.

CVA Family Office first reported a position in OXY in Q1 2020 and has held it in 25 quarters since. The position peaked at $159K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • CVA Family Office held 2,449 shares of Occidental Petroleum worth $119K as of Q2 2026.
  • CVA Family Office bought 1 Occidental Petroleum share in Q2 2026, an estimated $57.
  • Occidental Petroleum made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #440 holding.
  • CVA Family Office first reported a position in Occidental Petroleum in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Occidental Petroleum position peaked at $159K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.