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Pine Valley Investments’s Occidental Petroleum OXY Stock Holding History

Pine Valley Investments’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 		– Sell
-3,471
Closed -$226K – 632
2026
Q1 		$226K Buy
+3,471
New +$175K 0.01% 516
2024
Q2 		– Sell
-7,942
Closed -$516K – 507
2024
Q1 		$516K Buy
7,942
+3,759
+90% +$225K 0.03% 303
2023
Q4 		$250K Buy
4,183
+1,022
+32% +$62.4K 0.02% 417
2023
Q3 		$205K Buy
+3,161
New +$199K 0.02% 430

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pine Valley Investments's OXY Position: Q2 2026 in Review

Pine Valley Investments sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,471 shares — an estimated $226K sold.

Pine Valley Investments first reported a position in OXY in Q3 2023 and held it in 4 quarters. The position peaked at $516K in Q1 2024. 583 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Pine Valley Investments reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Pine Valley Investments sold 3,471 Occidental Petroleum shares in Q2 2026, an estimated $226K.
  • Pine Valley Investments first reported a position in Occidental Petroleum in Q3 2023 and held it in 4 quarters.
  • Pine Valley Investments's Occidental Petroleum position peaked at $516K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.