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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
Q2 		$48.6K Sell
1,000
-800
-44% -$45.4K ﹤0.01% 283
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
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

Avalon Trust's OXY Position: Q2 2026 in Review

Avalon Trust reduced its Occidental Petroleum (OXY) stake by 44% in Q2 2026, selling an estimated $45.4K and leaving 1,000 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Avalon Trust first reported a position in OXY in Q3 2023 and has held it in 12 quarters since. The position peaked at $130K in Q1 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Avalon Trust held 1,000 shares of Occidental Petroleum worth $48.6K as of Q2 2026.
  • Avalon Trust sold 800 Occidental Petroleum shares in Q2 2026, an estimated $45.4K.
  • Occidental Petroleum made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #283 holding.
  • Avalon Trust first reported a position in Occidental Petroleum in Q3 2023 and has held it in 12 quarters since.
  • Avalon Trust's Occidental Petroleum position peaked at $130K in Q1 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.