Gladstone Institutional Advisory’s Occidental Petroleum OXY Stock Holding History

Gladstone Institutional Advisory’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 Q1	$281K	Sell	4,324 -611	-12%	-$30.7K	0.01%	688
2025 Q4	$203K	Sell	4,935 -1,425	-22%	-$59.5K	0.01%	758
2025 Q3	$300K	Buy	6,360 +964	+18%	+$43.6K	0.01%	642
2025 Q2	$227K	Sell	5,396 -542	-9%	-$22.7K	0.01%	677
2025 Q1	$293K	Buy	+5,938	New	+$290K	0.01%	595
2023 Q4	–	Sell	-3,544	Closed	-$230K	–	687
2023 Q3	$230K	Buy	+3,544	New	+$223K	0.01%	549
2022 Q1	–	Sell	-19,812	Closed	-$574K	–	743
2021 Q4	$574K	Sell	19,812 -1,414	-7%	-$44.4K	0.04%	349
2021 Q3	$628K	Sell	21,226 -2,153	-9%	-$57.5K	0.06%	283
2021 Q2	$731K	Buy	+23,379	New	+$627K	0.09%	235

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Gladstone Institutional Advisory's OXY Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Occidental Petroleum (OXY) stake by 12% in Q1 2026, selling an estimated $30.7K and leaving 4,324 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #688.

Gladstone Institutional Advisory first reported a position in OXY in Q2 2021 and has held it in 9 quarters since. The position peaked at $731K in Q2 2021. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Gladstone Institutional Advisory held 4,324 shares of Occidental Petroleum worth $281K as of Q1 2026.
Gladstone Institutional Advisory sold 611 Occidental Petroleum shares in Q1 2026, an estimated $30.7K.
Occidental Petroleum made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #688 holding.
Gladstone Institutional Advisory first reported a position in Occidental Petroleum in Q2 2021 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Occidental Petroleum position peaked at $731K in Q2 2021.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.