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Blue Trust Inc’s Occidental Petroleum OXY Stock Holding History

Blue Trust Inc’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 		$158K Sell
3,245
-212
-6% -$12K ﹤0.01% 868
2026
Q1 		$225K Buy
3,457
+23
+0.7% +$1.16K ﹤0.01% 733
2025
Q4 		$141K Sell
3,434
-26
-0.8% -$1.08K ﹤0.01% 907
2025
Q3 		$163K Sell
3,460
-119
-3% -$5.38K ﹤0.01% 874
2025
Q2 		$150K Buy
3,579
+260
+8% +$10.9K ﹤0.01% 876
2025
Q1 		$164K Buy
3,319
+690
+26% +$33.7K ﹤0.01% 784
2024
Q4 		$130K Sell
2,629
-3,085
-54% -$156K ﹤0.01% 822
2024
Q3 		$360K Sell
5,714
-4,017
-41% -$229K ﹤0.01% 598
2024
Q2 		$632K Buy
9,731
+6,007
+161% +$385K 0.01% 305
2024
Q1 		$242K Buy
3,724
+1,651
+80% +$98.6K ﹤0.01% 451
2023
Q4 		$134K Buy
2,073
+41
+2% +$2.5K ﹤0.01% 578
2023
Q3 		$120K Sell
2,032
-139
-6% -$8.75K ﹤0.01% 573
2023
Q2 		$135K Buy
2,171
+52
+2% +$3.12K ﹤0.01% 442
2023
Q1 		$133K Buy
2,119
+1,039
+96% +$64.5K ﹤0.01% 675
2022
Q4 		$66K Buy
1,080
+311
+40% +$21.2K ﹤0.01% 819
2022
Q3 		$45K Buy
769
+144
+23% +$9.22K ﹤0.01% 787
2022
Q2 		$35K Buy
+625
New +$38.4K ﹤0.01% 795

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

Blue Trust Inc's OXY Position: Q2 2026 in Review

Blue Trust Inc reduced its Occidental Petroleum (OXY) stake by 6.1% in Q2 2026, selling an estimated $12K and leaving 3,245 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Blue Trust Inc first reported a position in OXY in Q2 2022 and has held it in 17 quarters since. The position peaked at $632K in Q2 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Blue Trust Inc held 3,245 shares of Occidental Petroleum worth $158K as of Q2 2026.
  • Blue Trust Inc sold 212 Occidental Petroleum shares in Q2 2026, an estimated $12K.
  • Occidental Petroleum made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #868 holding.
  • Blue Trust Inc first reported a position in Occidental Petroleum in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Occidental Petroleum position peaked at $632K in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.