Chevy Chase Trust’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.1M Sell
354,712
-10,385
-3% -$522K 0.07% 244
2025
Q4
$15M Sell
365,097
-2,062
-0.6% -$86.1K 0.04% 321
2025
Q3
$17.3M Sell
367,159
-8,122
-2% -$367K 0.05% 293
2025
Q2
$15.8M Buy
375,281
+20,528
+6% +$858K 0.05% 309
2025
Q1
$17.5M Sell
354,753
-224
-0.1% -$10.9K 0.06% 280
2024
Q4
$17.5M Sell
354,977
-6,460
-2% -$326K 0.05% 283
2024
Q3
$18.6M Sell
361,437
-2,043
-0.6% -$117K 0.06% 282
2024
Q2
$22.9M Sell
363,480
-1,404
-0.4% -$90K 0.07% 224
2024
Q1
$23.7M Sell
364,884
-3,980
-1% -$238K 0.08% 230
2023
Q4
$22M Sell
368,864
-4,462
-1% -$272K 0.08% 225
2023
Q3
$24.2M Sell
373,326
-40,421
-10% -$2.54M 0.1% 189
2023
Q2
$24.3M Sell
413,747
-9,319
-2% -$559K 0.09% 197
2023
Q1
$26.4M Buy
423,066
+3,713
+0.9% +$231K 0.1% 187
2022
Q4
$26.4M Sell
419,353
-36,713
-8% -$2.5M 0.11% 181
2022
Q3
$28M Sell
456,066
-81,710
-15% -$5.23M 0.12% 168
2022
Q2
$31.7M Buy
537,776
+4,215
+0.8% +$259K 0.13% 158
2022
Q1
$30.3M Buy
533,561
+1,425
+0.3% +$63K 0.1% 177
2021
Q4
$15.4M Sell
532,136
-12,517
-2% -$393K 0.05% 323
2021
Q3
$16.1M Buy
544,653
+9,332
+2% +$249K 0.06% 301
2021
Q2
$16.7M Sell
535,321
-27,378
-5% -$734K 0.06% 302
2021
Q1
$15M Sell
562,699
-42,580
-7% -$1.07M 0.05% 324
2020
Q4
$10.5M Sell
605,279
-16,232
-3% -$223K 0.04% 399
2020
Q3
$6.22M Sell
621,511
-103,750
-14% -$1.46M 0.02% 449
2020
Q2
$13.3M Sell
725,261
-35,783
-5% -$564K 0.05% 315
2020
Q1
$8.81M Buy
761,044
+11,566
+2% +$380K 0.04% 364
2019
Q4
$30.9M Sell
749,478
-2,982
-0.4% -$119K 0.12% 187
2019
Q3
$33.5M Buy
752,460
+124,802
+20% +$5.9M 0.14% 169
2019
Q2
$31.6M Sell
627,658
-1,757
-0.3% -$98.9K 0.13% 172
2019
Q1
$37.2M Buy
629,415
+2,432
+0.4% +$160K 0.15% 150
2018
Q4
$38.5M Sell
626,983
-6,448
-1% -$453K 0.19% 123
2018
Q3
$52M Sell
633,431
-16,841
-3% -$1.36M 0.22% 104
2018
Q2
$54.4M Sell
650,272
-1,191
-0.2% -$95.1K 0.24% 98
2018
Q1
$42.3M Sell
651,463
-16,861
-3% -$1.18M 0.19% 126
2017
Q4
$49.2M Sell
668,324
-4,375
-0.7% -$297K 0.21% 115
2017
Q3
$43.2M Buy
672,699
+7,816
+1% +$476K 0.2% 128
2017
Q2
$39.8M Buy
664,883
+1,119
+0.2% +$68.5K 0.19% 134
2017
Q1
$42.1M Buy
663,764
+19,854
+3% +$1.32M 0.21% 126
2016
Q4
$45.9M Buy
643,910
+1,090
+0.2% +$77.4K 0.24% 102
2016
Q3
$46.9M Sell
642,820
-14,250
-2% -$1.07M 0.26% 92
2016
Q2
$49.6M Buy
657,070
+9,913
+2% +$741K 0.28% 86
2016
Q1
$44.3M Buy
647,157
+16,509
+3% +$1.11M 0.25% 95
2015
Q4
$42.6M Buy
630,648
+3,403
+0.5% +$245K 0.25% 95
2015
Q3
$41.4M Buy
627,245
+17,496
+3% +$1.22M 0.26% 91
2015
Q2
$47.3M Buy
609,749
+5,167
+0.9% +$404K 0.28% 86
2015
Q1
$44.1M Buy
604,582
+17,659
+3% +$1.37M 0.27% 95
2014
Q4
$47.2M Sell
586,923
-35,502
-6% -$2.95M 0.3% 86
2014
Q3
$57.3M Buy
622,425
+9,745
+2% +$935K 0.37% 59
2014
Q2
$60.2M Sell
612,680
-20,266
-3% -$1.9M 0.42% 51
2014
Q1
$57.8M Sell
632,946
-5,363
-0.8% -$479K 0.41% 55
2013
Q4
$58.2M Buy
638,309
+11,164
+2% +$1.02M 0.43% 52
2013
Q3
$56.2M Buy
627,145
+15,072
+2% +$1.3M 0.46% 46
2013
Q2
$52.3M Buy
+612,073
New +$51.7M 0.46% 44

Other funds holding OXY

Chevy Chase Trust's OXY Position: Q1 2026 in Review

Chevy Chase Trust reduced its Occidental Petroleum (OXY) stake by 2.8% in Q1 2026, selling an estimated $522K and leaving 354,712 shares worth $23.1M. The position accounts for 0.07% of the portfolio, ranked #244.

Chevy Chase Trust first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. The position peaked at $60.2M in Q2 2014. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Chevy Chase Trust held 354,712 shares of Occidental Petroleum worth $23.1M as of Q1 2026.
  • Chevy Chase Trust sold 10,385 Occidental Petroleum shares in Q1 2026, an estimated $522K.
  • Occidental Petroleum made up 0.07% of Chevy Chase Trust's portfolio in Q1 2026, its #244 holding.
  • Chevy Chase Trust first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Occidental Petroleum position peaked at $60.2M in Q2 2014.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.