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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
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 $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'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. 1,295 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.
  • 1,295 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.