BankPlus Trust Department’s Occidental Petroleum OXY Stock Holding History

BankPlus Trust Department’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	$4.68K	Hold	72	–	–	﹤0.01%	410
2025 Q4	$2.96K	Hold	72	–	–	﹤0.01%	419
2025 Q3	$3.4K	Hold	72	–	–	﹤0.01%	409
2025 Q2	$3.02K	Hold	72	–	–	﹤0.01%	403
2025 Q1	$3.55K	Hold	72	–	–	﹤0.01%	419
2024 Q4	$3.56K	Buy	+72	New	+$3.64K	﹤0.01%	393

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

BankPlus Trust Department's OXY Position: Q1 2026 in Review

BankPlus Trust Department held its Occidental Petroleum (OXY) position steady in Q1 2026 at 72 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

BankPlus Trust Department first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

BankPlus Trust Department held 72 shares of Occidental Petroleum worth $4.68K as of Q1 2026.
BankPlus Trust Department left its Occidental Petroleum share count unchanged in Q1 2026.
Occidental Petroleum made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #410 holding.
BankPlus Trust Department first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.