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Evelyn Partners Investment Management Services’s Occidental Petroleum OXY Stock Holding History

Evelyn Partners Investment Management Services’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 		$16.3K Hold
250
– – ﹤0.01% 236
2025
Q4 		$10.3K Hold
250
– – ﹤0.01% 232
2025
Q3 		$11.8K Hold
250
– – ﹤0.01% 233
2025
Q2 		$10.5K Hold
250
– – ﹤0.01% 223
2025
Q1 		$12.3K Hold
250
– – ﹤0.01% 222
2024
Q4 		$12.4K Buy
+250
New +$12.6K ﹤0.01% 225

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Evelyn Partners Investment Management Services held its Occidental Petroleum (OXY) position steady in Q1 2026 at 250 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Evelyn Partners Investment Management Services first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Evelyn Partners Investment Management Services held 250 shares of Occidental Petroleum worth $16.3K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #236 holding.
  • Evelyn Partners Investment Management Services first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

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