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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

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. 476 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.
476 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.