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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 $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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Evelyn Partners Asset Management's OXY Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Occidental Petroleum (OXY) position steady in Q1 2026 at 33 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Evelyn Partners Asset Management first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,300 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Evelyn Partners Asset Management held 33 shares of Occidental Petroleum worth $2.15K as of Q1 2026.
  • Evelyn Partners Asset Management left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #299 holding.
  • Evelyn Partners Asset Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.