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Advantage Trust Company’s Occidental Petroleum OXY Stock Holding History

Advantage Trust Company’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 		$11.4K Buy
+234
New +$13.3K ﹤0.01% 169
2025
Q4 		– Sell
-234
Closed -$11.1K – 168
2025
Q3 		$11.1K Hold
234
– – 0.01% 166
2025
Q2 		$9.83K Buy
+234
New +$9.78K ﹤0.01% 186

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 $3.37T AUM 44.26% 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

Advantage Trust Company's OXY Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Occidental Petroleum (OXY) in Q2 2026: 234 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #169 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in OXY as recently as Q3 2025.

Advantage Trust Company first reported a position in OXY in Q2 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Advantage Trust Company held 234 shares of Occidental Petroleum worth $11.4K as of Q2 2026.
  • Occidental Petroleum was a new Advantage Trust Company position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #169 holding.
  • Advantage Trust Company first reported a position in Occidental Petroleum in Q2 2025 and has held it in 3 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.