Avalon Trust’s Occidental Petroleum OXY Stock Holding History

Avalon Trust’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	$117K	Sell	1,800 -200	-10%	-$10.1K	0.01%	199
2025 Q4	$82.2K	Hold	2,000	–	–	0.01%	223
2025 Q3	$94.5K	Hold	2,000	–	–	0.01%	241
2025 Q2	$84K	Hold	2,000	–	–	0.01%	212
2025 Q1	$98.7K	Hold	2,000	–	–	0.01%	187
2024 Q4	$98.8K	Hold	2,000	–	–	0.01%	168
2024 Q3	$103K	Hold	2,000	–	–	0.01%	162
2024 Q2	$126K	Hold	2,000	–	–	0.01%	156
2024 Q1	$130K	Hold	2,000	–	–	0.01%	158
2023 Q4	$119K	Hold	2,000	–	–	0.01%	152
2023 Q3	$130K	Buy	+2,000	New	+$126K	0.01%	139

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Avalon Trust's OXY Position: Q1 2026 in Review

Avalon Trust reduced its Occidental Petroleum (OXY) stake by 10% in Q1 2026, selling an estimated $10.1K and leaving 1,800 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #199.

Avalon Trust first reported a position in OXY in Q3 2023 and has held it in 11 quarters since. The position peaked at $130K in Q1 2024. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Avalon Trust held 1,800 shares of Occidental Petroleum worth $117K as of Q1 2026.
Avalon Trust sold 200 Occidental Petroleum shares in Q1 2026, an estimated $10.1K.
Occidental Petroleum made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #199 holding.
Avalon Trust first reported a position in Occidental Petroleum in Q3 2023 and has held it in 11 quarters since.
Avalon Trust's Occidental Petroleum position peaked at $130K in Q1 2024.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.