GVAG
OXY icon

Great Valley Advisor Group’s Occidental Petroleum OXY Stock Holding History

Great Valley Advisor Group’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 		$553K Sell
11,388
-21,768
-66% -$1.24M 0.01% 691
2026
Q1 		$2.16M Sell
33,156
-11,344
-25% -$571K 0.04% 355
2025
Q4 		$1.83M Buy
44,500
+2,840
+7% +$119K 0.04% 357
2025
Q3 		$1.97M Sell
41,660
-490
-1% -$22.1K 0.04% 342
2025
Q2 		$1.77M Sell
42,150
-2,345
-5% -$98K 0.04% 338
2025
Q1 		$2.2M Sell
44,495
-860
-2% -$42K 0.05% 296
2024
Q4 		$2.24M Buy
45,355
+11,720
+35% +$592K 0.05% 303
2024
Q3 		$1.73M Buy
33,635
+1,017
+3% +$58K 0.04% 329
2024
Q2 		$2.06M Buy
32,618
+2,301
+8% +$148K 0.06% 279
2024
Q1 		$1.97M Sell
30,317
-1,559
-5% -$93.1K 0.06% 281
2023
Q4 		$1.9M Sell
31,876
-1,823
-5% -$111K 0.07% 245
2023
Q3 		$2.19M Buy
33,699
+651
+2% +$41K 0.09% 210
2023
Q2 		$1.94M Buy
33,048
+8,840
+37% +$530K 0.08% 224
2023
Q1 		$1.51M Sell
24,208
-23,105
-49% -$1.44M 0.07% 250
2022
Q4 		$2.98M Sell
47,313
-21,768
-32% -$1.48M 0.15% 159
2022
Q3 		$4.25M Buy
69,081
+1,136
+2% +$72.7K 0.24% 102
2022
Q2 		$4M Buy
+67,945
New +$4.17M 0.22% 118

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

Great Valley Advisor Group's OXY Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Occidental Petroleum (OXY) stake by 66% in Q2 2026, selling an estimated $1.24M and leaving 11,388 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #691.

Great Valley Advisor Group first reported a position in OXY in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.25M in Q3 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Great Valley Advisor Group held 11,388 shares of Occidental Petroleum worth $553K as of Q2 2026.
  • Great Valley Advisor Group sold 21,768 Occidental Petroleum shares in Q2 2026, an estimated $1.24M.
  • Occidental Petroleum made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #691 holding.
  • Great Valley Advisor Group first reported a position in Occidental Petroleum in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Occidental Petroleum position peaked at $4.25M in Q3 2022.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.