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GoalVest Advisory’s Occidental Petroleum OXY Stock Holding History

GoalVest 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
Q3 		$44.1K Hold
798
– – 0.01% 237
2026
Q2 		$38.8K Hold
798
– – 0.01% 235
2026
Q1 		$51.9K Hold
798
– – 0.01% 222
2025
Q4 		$32.8K Hold
798
– – 0.01% 285
2025
Q3 		$37.7K Buy
+798
New +$36.1K 0.01% 239
2025
Q2 		– Sell
-60
Closed -$2.96K – 490
2025
Q1 		$2.96K Buy
60
+7
+13% +$342 ﹤0.01% 304
2024
Q4 		$2.62K Sell
53
-100
-65% -$5.05K ﹤0.01% 335
2024
Q3 		$7.89K Hold
153
– – ﹤0.01% 335
2024
Q2 		$9.64K Hold
153
– – ﹤0.01% 280
2024
Q1 		$9.94K Hold
153
– – ﹤0.01% 319
2023
Q4 		$9.14K Buy
153
+100
+189% +$6.1K ﹤0.01% 257
2023
Q3 		$3.44K Hold
53
– – ﹤0.01% 378
2023
Q2 		$3.12K Hold
53
– – ﹤0.01% 328
2023
Q1 		$3.31K Hold
53
– – ﹤0.01% 212
2022
Q4 		$3.34K Hold
53
– – ﹤0.01% 208
2022
Q3 		$3K Hold
53
– – ﹤0.01% 221
2022
Q2 		$3K Hold
53
– – ﹤0.01% 276
2022
Q1 		$3K Buy
+53
New +$2.34K ﹤0.01% 280

Other funds holding OXY

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

GoalVest Advisory's OXY Position: Q3 2026 in Review

GoalVest Advisory held its Occidental Petroleum (OXY) position steady in Q3 2026 at 798 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #237.

GoalVest Advisory first reported a position in OXY in Q1 2022 and has held it in 18 quarters since. The position peaked at $51.9K in Q1 2026. 47 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • GoalVest Advisory held 798 shares of Occidental Petroleum worth $44.1K as of Q3 2026.
  • GoalVest Advisory left its Occidental Petroleum share count unchanged in Q3 2026.
  • Occidental Petroleum made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #237 holding.
  • GoalVest Advisory first reported a position in Occidental Petroleum in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Occidental Petroleum position peaked at $51.9K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.