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Valued Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Valued Wealth 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
2026
Q2 		$9.21K Sell
188
-83
-31% -$4.71K ﹤0.01% 322
2026
Q1 		$17.7K Buy
271
+231
+578% +$11.6K 0.01% 189
2025
Q4 		$1.66K Buy
40
+27
+208% +$1.13K ﹤0.01% 415
2025
Q3 		$619 Buy
13
+5
+63% +$226 ﹤0.01% 502
2025
Q2 		$338 Sell
8
-22
-73% -$919 ﹤0.01% 548
2025
Q1 		$1.49K Sell
30
-21
-41% -$1.02K ﹤0.01% 438
2024
Q4 		$2.53K Buy
51
+15
+42% +$758 ﹤0.01% 382
2024
Q3 		$1.86K Sell
36
-32
-47% -$1.83K ﹤0.01% 379
2024
Q2 		$4.3K Buy
68
+19
+39% +$1.22K ﹤0.01% 285
2024
Q1 		$3.19K Sell
49
-52
-51% -$3.11K ﹤0.01% 299
2023
Q4 		$6.57K Buy
+101
New +$6.16K 0.01% 167

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valued Wealth Advisors's OXY Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 31% in Q2 2026, selling an estimated $4.71K and leaving 188 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Valued Wealth Advisors first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Valued Wealth Advisors held 188 shares of Occidental Petroleum worth $9.21K as of Q2 2026.
  • Valued Wealth Advisors sold 83 Occidental Petroleum shares in Q2 2026, an estimated $4.71K.
  • Occidental Petroleum made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • Valued Wealth Advisors first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Occidental Petroleum position peaked at $17.7K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.