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

Evelyn Partners Investment 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	$65K	Hold	1,000	–	–	﹤0.01%	265
2025 Q4	$41.1K	Sell	1,000 -1,000	-50%	-$41.7K	﹤0.01%	293
2025 Q3	$94.5K	Sell	2,000 -300	-13%	-$13.6K	﹤0.01%	242
2025 Q2	$96.6K	Hold	2,300	–	–	﹤0.01%	238
2025 Q1	$114K	Sell	2,300 -630	-22%	-$30.8K	﹤0.01%	226
2024 Q4	$145K	Buy	+2,930	New	+$148K	﹤0.01%	211

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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's OXY Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Occidental Petroleum (OXY) position steady in Q1 2026 at 1,000 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Evelyn Partners Investment Management first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. The position peaked at $145K in Q4 2024. 1,294 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Evelyn Partners Investment Management held 1,000 shares of Occidental Petroleum worth $65K as of Q1 2026.
Evelyn Partners Investment Management left its Occidental Petroleum share count unchanged in Q1 2026.
Occidental Petroleum made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #265 holding.
Evelyn Partners Investment Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Occidental Petroleum position peaked at $145K in Q4 2024.
1,294 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

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