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 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GoalVest Advisory's OXY Position: Q2 2026 in Review

GoalVest Advisory held its Occidental Petroleum (OXY) position steady in Q2 2026 at 798 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #235.

GoalVest Advisory first reported a position in OXY in Q1 2022 and has held it in 17 quarters since. The position peaked at $51.9K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

GoalVest Advisory held 798 shares of Occidental Petroleum worth $38.8K as of Q2 2026.
GoalVest Advisory left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #235 holding.
GoalVest Advisory first reported a position in Occidental Petroleum in Q1 2022 and has held it in 17 quarters since.
GoalVest Advisory's Occidental Petroleum position peaked at $51.9K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.