VFA
OXY icon

Valeo Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Valeo Financial 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
2024
Q4 		– Sell
-3,500
Closed -$180K – 777
2024
Q3 		$180K Buy
+3,500
New +$200K 0.01% 661
2020
Q2 		– Sell
-1,000
Closed -$16K – 2125
2020
Q1 		$16K Buy
+1,000
New +$32.8K ﹤0.01% 945
2019
Q3 		– Sell
-700
Closed -$35K – 1639
2019
Q2 		$35K Buy
+700
New +$39.4K ﹤0.01% 697

Other funds holding OXY

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Valeo Financial Advisors's OXY Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Occidental Petroleum (OXY) stake by 14% in Q3 2026, selling an estimated $172K and leaving 18,114 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #307.

Valeo Financial Advisors first reported a position in OXY in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.84M in Q3 2023. 46 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Valeo Financial Advisors held 18,114 shares of Occidental Petroleum worth $1M as of Q3 2026.
  • Valeo Financial Advisors sold 3,005 Occidental Petroleum shares in Q3 2026, an estimated $172K.
  • Occidental Petroleum made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #307 holding.
  • Valeo Financial Advisors first reported a position in Occidental Petroleum in Q3 2017 and has held it in 34 quarters since.
  • Valeo Financial Advisors's Occidental Petroleum position peaked at $2.84M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.