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Clearstead Trust’s Occidental Petroleum OXY Stock Holding History

Clearstead 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 		$19.3K Hold
397
– – ﹤0.01% 469
2026
Q1 		$25.8K Hold
397
– – ﹤0.01% 398
2025
Q4 		$16.3K Sell
397
-127
-24% -$5.3K ﹤0.01% 482
2025
Q3 		$24.8K Sell
524
-19
-3% -$859 ﹤0.01% 409
2025
Q2 		$22.8K Buy
543
+140
+35% +$5.85K ﹤0.01% 410
2025
Q1 		$19.9K Buy
+403
New +$19.7K ﹤0.01% 356
2024
Q3 		– Sell
-541
Closed -$34.1K – 430
2024
Q2 		$34.1K Buy
+541
New +$34.7K 0.01% 268
2019
Q4 		– Sell
-44
Closed -$2K – 191
2019
Q3 		$2K Hold
44
– – ﹤0.01% 184
2019
Q2 		$2K Hold
44
– – ﹤0.01% 178
2019
Q1 		$3K Hold
44
– – ﹤0.01% 176
2018
Q4 		$3K Hold
44
– – ﹤0.01% 207
2018
Q3 		$4K Hold
44
– – ﹤0.01% 181
2018
Q2 		$4K Buy
+44
New +$3.52K ﹤0.01% 185
2018
Q1 		– Sell
-2,430
Closed -$178K – 170
2017
Q4 		$178K Hold
2,430
– – 0.12% 107
2017
Q3 		$156K Sell
2,430
-355
-13% -$21.6K 0.12% 119
2017
Q2 		$154K Buy
2,785
+535
+24% +$32.7K 0.12% 107
2017
Q1 		$143K Hold
2,250
– – 0.12% 100
2016
Q4 		$160K Buy
+2,250
New +$160K 0.14% 102

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

Clearstead Trust's OXY Position: Q2 2026 in Review

Clearstead Trust held its Occidental Petroleum (OXY) position steady in Q2 2026 at 397 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Clearstead Trust first reported a position in OXY in Q4 2016 and has held it in 18 quarters since. The position peaked at $178K in Q4 2017. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Clearstead Trust held 397 shares of Occidental Petroleum worth $19.3K as of Q2 2026.
  • Clearstead Trust left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #469 holding.
  • Clearstead Trust first reported a position in Occidental Petroleum in Q4 2016 and has held it in 18 quarters since.
  • Clearstead Trust's Occidental Petroleum position peaked at $178K in Q4 2017.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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