Elevated Capital Advisors
OXY icon

Elevated Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Elevated Capital Advisors’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
Q3 		$1.33K Hold
24
– – ﹤0.01% 728
2026
Q2 		$1.17K Hold
24
– – ﹤0.01% 727
2026
Q1 		$1.56K Hold
24
– – ﹤0.01% 684
2025
Q4 		$987 Buy
+24
New +$1K ﹤0.01% 713
2019
Q1 		$229K Buy
+16,862
New +$1.11M 0.15% 129

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Elevated Capital Advisors's OXY Position: Q3 2026 in Review

Elevated Capital Advisors held its Occidental Petroleum (OXY) position steady in Q3 2026 at 24 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Elevated Capital Advisors first reported a position in OXY in Q1 2019 and has held it in 5 quarters since. The position peaked at $229K in Q1 2019. 1,094 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Elevated Capital Advisors held 24 shares of Occidental Petroleum worth $1.33K as of Q3 2026.
  • Elevated Capital Advisors left its Occidental Petroleum share count unchanged in Q3 2026.
  • Occidental Petroleum made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #728 holding.
  • Elevated Capital Advisors first reported a position in Occidental Petroleum in Q1 2019 and has held it in 5 quarters since.
  • Elevated Capital Advisors's Occidental Petroleum position peaked at $229K in Q1 2019.
  • 1,094 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.