Oliver Lagore Vanvalin Investment Group’s Occidental Petroleum OXY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$154K	Buy	+3,122	New	+$130K	0.06%	152
2024 Q4	$123K	Sell	2,493 -29,427	-92%	-$1.49M	0.03%	158
2024 Q3	$1.65M	Sell	31,920 -820	-3%	-$46.8K	0.44%	50
2024 Q2	$2.06M	Buy	32,740 +3,624	+12%	+$232K	0.59%	32
2024 Q1	$1.89M	Buy	29,116 +7,650	+36%	+$457K	0.56%	35
2023 Q4	$1.28M	Buy	21,466 +8,949	+71%	+$546K	0.48%	34
2023 Q3	$812K	Buy	12,517 +5,705	+84%	+$359K	0.32%	49
2023 Q2	$401K	Buy	6,812 +5,484	+413%	+$329K	0.15%	96
2023 Q1	$82.9K	Buy	1,328 +1,218	+1,107%	+$75.7K	0.04%	147
2022 Q4	$6.93K	Sell	110 -90	-45%	-$6.13K	﹤0.01%	420
2022 Q3	$12K	Buy	200 +90	+82%	+$5.76K	0.01%	318
2022 Q2	$6K	Hold	110	–	–	﹤0.01%	395
2022 Q1	$7K	Buy	+110	New	+$4.86K	﹤0.01%	376

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's OXY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Occidental Petroleum (OXY) in Q2 2025: 3,122 shares worth $154K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in OXY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in OXY in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2024. 1,134 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,122 shares of Occidental Petroleum worth $154K as of Q2 2025.
Occidental Petroleum was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Occidental Petroleum made up 0.06% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #152 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Occidental Petroleum in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Occidental Petroleum position peaked at $2.06M in Q2 2024.
1,134 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.