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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
Q2 		– Sell
-4,324
Closed -$281K – 919
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
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

Gladstone Institutional Advisory's OXY Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4,324 shares — an estimated $281K sold.

Gladstone Institutional Advisory first reported a position in OXY in Q2 2021 and held it in 9 quarters. The position peaked at $731K in Q2 2021. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,324 Occidental Petroleum shares in Q2 2026, an estimated $281K.
  • Gladstone Institutional Advisory first reported a position in Occidental Petroleum in Q2 2021 and held it in 9 quarters.
  • Gladstone Institutional Advisory's Occidental Petroleum position peaked at $731K in Q2 2021.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.