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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
Q2 		$277K Buy
5,681
+515
+10% +$29.2K 0.01% 1005
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's OXY Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Occidental Petroleum (OXY) stake by 10% in Q2 2026, buying an estimated $29.2K and bringing the position to 5,681 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1005.

Mount Yale Investment Advisors first reported a position in OXY in Q1 2018 and has held it in 11 quarters since. The position peaked at $741K in Q2 2018. 1,242 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Mount Yale Investment Advisors held 5,681 shares of Occidental Petroleum worth $277K as of Q2 2026.
  • Mount Yale Investment Advisors bought 515 Occidental Petroleum shares in Q2 2026, an estimated $29.2K.
  • Occidental Petroleum made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1005 holding.
  • Mount Yale Investment Advisors first reported a position in Occidental Petroleum in Q1 2018 and has held it in 11 quarters since.
  • Mount Yale Investment Advisors's Occidental Petroleum position peaked at $741K in Q2 2018.
  • 1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.