GoalVest Advisory LLC

Position in OXY — Occidental Petroleum Corp /De/

CIK 1839307 NEW YORK, NY

Position in OXY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$38,758

-$13,112 QoQ

Shares Held

798

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#979

of 1,232 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GoalVest Advisory LLC holds $120,475 across 6 Oil & Gas E&P names. OXY ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/ This page	798	$38,758
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	954	$37,683
3	DVN	Devon Energy Corp/De	735	$30,370
4	EOG	Eog Resources Inc	55	$7,135
5	FANG	Diamondback Energy, Inc.	20	$3,515
6	COP	Conocophillips	29	$3,014

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,758	798	0.0%	Shares	Sole	2026-07-09
2026-03-31	$51,870	798	0.0%	Shares	Sole	2026-04-13
2025-12-31	$32,813	798	0.0%	Shares	Sole	2026-01-05
2025-09-30	$37,705	798	+1230.0%	Shares	Sole	2025-10-22
2025-03-31	$2,961	60	+13.2%	Shares	Sole	2025-04-07
2024-12-31	$2,618	53	-65.4%	Shares	Sole	2025-01-17
2024-09-30	$7,885	153	0.0%	Shares	Sole	2024-11-06
2024-06-30	$9,643	153	0.0%	Shares	Sole	2024-07-30
2024-03-31	$9,943	153	0.0%	Shares	Sole	2024-04-15
2023-12-31	$9,135	153	+188.7%	Shares	Sole	2024-01-02
2023-09-30	$3,438	53	0.0%	Shares	Sole	2023-10-10
2023-06-30	$3,116	53	0.0%	Shares	Sole	2023-07-17
2023-03-31	$3,308	53	0.0%	Shares	Sole	2023-04-03
2022-12-31	$3,338	53	0.0%	Shares	Sole	2023-01-06
2022-09-30	$3,256	53	0.0%	Shares	Sole	2022-10-11
2022-06-30	$3,120	53	0.0%	Shares	Sole	2022-07-06
2022-03-31	$3,007	53	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.