Valeo Financial Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Buy |
21,119
+2,264
| +12% | +$129K | 0.02% | 304 |
|
|
2026
Q1 | $1.23M | Buy |
18,855
+4,325
| +30% | +$218K | 0.03% | 236 |
|
|
2025
Q4 | $597K | Sell |
14,530
-2,808
| -16% | -$117K | 0.01% | 417 |
|
|
2025
Q3 | $819K | Buy |
17,338
+2,493
| +17% | +$113K | 0.02% | 348 |
|
|
2025
Q2 | $624K | Buy |
14,845
+2,189
| +17% | +$91.5K | 0.02% | 402 |
|
|
2025
Q1 | $625K | Buy |
12,656
+174
| +1% | +$8.49K | 0.02% | 353 |
|
|
2024
Q4 | $617K | Sell |
12,482
-3,543
| -22% | -$179K | 0.02% | 365 |
|
|
2024
Q3 | $826K | Sell |
16,025
-12,725
| -44% | -$726K | 0.02% | 296 |
|
|
2024
Q2 | $1.81M | Sell |
28,750
-5,868
| -17% | -$376K | 0.06% | 160 |
|
|
2024
Q1 | $2.33M | Sell |
34,618
-8,138
| -19% | -$486K | 0.08% | 130 |
|
|
2023
Q4 | $2.55M | Sell |
42,756
-978
| -2% | -$59.7K | 0.1% | 111 |
|
|
2023
Q3 | $2.84M | Buy |
43,734
+3,003
| +7% | +$189K | 0.13% | 92 |
|
|
2023
Q2 | $2.4M | Sell |
40,731
-1,001
| -2% | -$60.1K | 0.11% | 105 |
|
|
2023
Q1 | $2.61M | Buy |
41,732
+24,141
| +137% | +$1.5M | 0.13% | 101 |
|
|
2022
Q4 | $1.11M | Buy |
17,591
+12,269
| +231% | +$836K | 0.06% | 177 |
|
|
2022
Q3 | $327K | Buy |
5,322
+894
| +20% | +$57.2K | 0.02% | 322 |
|
|
2022
Q2 | $261K | Sell |
4,428
-866
| -16% | -$53.2K | 0.02% | 381 |
|
|
2022
Q1 | $300K | Buy |
+5,294
| New | +$234K | 0.02% | 447 |
|
|
2021
Q2 | – | Sell |
-3,187
| Closed | -$85K | – | 1407 |
|
|
2021
Q1 | $85K | Buy |
3,187
+338
| +12% | +$8.46K | ﹤0.01% | 673 |
|
|
2020
Q4 | $49K | Buy |
2,849
+299
| +12% | +$4.1K | ﹤0.01% | 787 |
|
|
2020
Q3 | $26K | Sell |
2,550
-793
| -24% | -$11.2K | ﹤0.01% | 853 |
|
|
2020
Q2 | $61K | Buy |
3,343
+478
| +17% | +$7.53K | 0.01% | 653 |
|
|
2020
Q1 | $45K | Sell |
2,865
-1,399
| -33% | -$46K | ﹤0.01% | 646 |
|
|
2019
Q4 | $176K | Sell |
4,264
-1,631
| -28% | -$65.3K | 0.02% | 343 |
|
|
2019
Q3 | $262K | Sell |
5,895
-2,220
| -27% | -$105K | 0.03% | 244 |
|
|
2019
Q2 | $408K | Buy |
8,115
+5,300
| +188% | +$298K | 0.05% | 195 |
|
|
2019
Q1 | $186K | Buy |
2,815
+860
| +44% | +$56.7K | 0.02% | 291 |
|
|
2018
Q4 | $120K | Sell |
1,955
-74
| -4% | -$5.2K | 0.02% | 348 |
|
|
2018
Q3 | $136K | Sell |
2,029
-15
| -0.7% | -$1.21K | 0.02% | 345 |
|
|
2018
Q2 | $160K | Buy |
2,044
+276
| +16% | +$22K | 0.02% | 314 |
|
|
2018
Q1 | $115K | Buy |
1,768
+132
| +8% | +$9.23K | 0.02% | 342 |
|
|
2017
Q4 | $120K | Buy |
1,636
+310
| +23% | +$21K | 0.02% | 308 |
|
|
2017
Q3 | $85K | Buy |
+1,326
| New | +$80.8K | 0.02% | 318 |
|
Other funds holding OXY
Valeo Financial Advisors's OXY Position: Q2 2026 in Review
Valeo Financial Advisors increased its Occidental Petroleum (OXY) stake by 12% in Q2 2026, buying an estimated $129K and bringing the position to 21,119 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #304.
Valeo Financial Advisors first reported a position in OXY in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.84M in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Valeo Financial Advisors held 21,119 shares of Occidental Petroleum worth $1.03M as of Q2 2026.
- Valeo Financial Advisors bought 2,264 Occidental Petroleum shares in Q2 2026, an estimated $129K.
- Occidental Petroleum made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #304 holding.
- Valeo Financial Advisors first reported a position in Occidental Petroleum in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's Occidental Petroleum position peaked at $2.84M in Q3 2023.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.