Mount Yale Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Mount Yale Investment Advisors’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	$337K	Buy	+5,166	New	+$260K	0.01%	846
2025 Q3	–	Sell	-107	Closed	-$4.5K	–	1313
2025 Q2	$4.5K	Buy	+107	New	+$4.47K	﹤0.01%	1244
2020 Q1	–	Sell	-10,997	Closed	-$437K	–	324
2019 Q4	$437K	Buy	10,997 +256	+2%	+$10.3K	0.08%	234
2019 Q3	$413K	Buy	10,741 +2,144	+25%	+$101K	0.07%	221
2019 Q2	$395K	Buy	8,597 +963	+13%	+$54.2K	0.07%	229
2019 Q1	$505K	Sell	7,634 -124	-2%	-$8.17K	0.09%	173
2018 Q4	$503K	Sell	7,758 -606	-7%	-$42.6K	0.1%	167
2018 Q3	$617K	Sell	8,364 -489	-6%	-$39.5K	0.11%	149
2018 Q2	$741K	Sell	8,853 -158	-2%	-$12.6K	0.14%	132
2018 Q1	$585K	Buy	+9,011	New	+$630K	0.13%	150

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

Mount Yale Investment Advisors's OXY Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Occidental Petroleum (OXY) in Q1 2026: 5,166 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in OXY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in OXY in Q1 2018 and has held it in 10 quarters since. The position peaked at $741K in Q2 2018. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Mount Yale Investment Advisors held 5,166 shares of Occidental Petroleum worth $337K as of Q1 2026.
Occidental Petroleum was a new Mount Yale Investment Advisors position in Q1 2026.
Occidental Petroleum made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #846 holding.
Mount Yale Investment Advisors first reported a position in Occidental Petroleum in Q1 2018 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Occidental Petroleum position peaked at $741K in Q2 2018.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.