VWA
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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
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 $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return