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 Q2	$3.5K	Hold	72	–	–	﹤0.01%	417
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 $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BankPlus Trust Department's OXY Position: Q2 2026 in Review

BankPlus Trust Department held its Occidental Petroleum (OXY) position steady in Q2 2026 at 72 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

BankPlus Trust Department first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

BankPlus Trust Department held 72 shares of Occidental Petroleum worth $3.5K as of Q2 2026.
BankPlus Trust Department left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #417 holding.
BankPlus Trust Department first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Occidental Petroleum position peaked at $4.68K in Q1 2026.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.