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Valeo Financial Advisors, LLC → OXY

Valeo Financial Advisors, LLC OXY Position History

Occidental Petroleum Corporation • Energy

Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$819K
Q4 2025$597K
Q1 2026$1.2M
Q2 2026$1M
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M18.1K——
Q2 2026$1M21.1K——
Q1 2026$1.2M18.9K——
Q4 2025$597K14.5K——
Q3 2025$819K17.3K——

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