EPAM
OXY icon

Evelyn Partners Asset Management’s Occidental Petroleum OXY Stock Holding History

Evelyn Partners Asset Management’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 		$2.15K Hold
33
– – ﹤0.01% 299
2025
Q4 		$1.36K Hold
33
– – ﹤0.01% 281
2025
Q3 		$1.56K Hold
33
– – ﹤0.01% 276
2025
Q2 		$1.39K Hold
33
– – ﹤0.01% 233
2025
Q1 		$1.63K Hold
33
– – ﹤0.01% 241
2024
Q4 		$1.63K Buy
+33
New +$1.67K ﹤0.01% 240

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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