ECM
OXY icon

Evergreen Capital Management’s Occidental Petroleum OXY Stock Holding History

Evergreen Capital 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
Q2 		$282K Sell
5,774
-125
-2% -$7.1K ﹤0.01% 1256
2026
Q1 		$385K Sell
5,899
-53
-0.9% -$2.67K 0.01% 952
2025
Q4 		$246K Sell
5,952
-102
-2% -$4.26K 0.01% 1170
2025
Q3 		$287K Sell
6,054
-932
-13% -$42.1K 0.01% 1006
2025
Q2 		$295K Buy
6,986
+520
+8% +$21.7K 0.01% 815
2025
Q1 		$321K Buy
6,466
+633
+11% +$30.9K 0.01% 707
2024
Q4 		$289K Buy
5,833
+490
+9% +$24.7K 0.01% 755
2024
Q3 		$277K Buy
5,343
+561
+12% +$32K 0.01% 748
2024
Q2 		$302K Buy
4,782
+326
+7% +$20.9K 0.01% 662
2024
Q1 		$291K Buy
4,456
+99
+2% +$5.91K 0.01% 644
2023
Q4 		$261K Sell
4,357
-127
-3% -$7.75K 0.01% 656
2023
Q3 		$292K Sell
4,484
-48
-1% -$3.02K 0.01% 559
2023
Q2 		$267K Sell
4,532
-159
-3% -$9.54K 0.01% 609
2023
Q1 		$293K Buy
4,691
+55
+1% +$3.42K 0.01% 516
2022
Q4 		$292K Buy
4,636
+83
+2% +$5.65K 0.01% 494
2022
Q3 		$279K Buy
4,553
+520
+13% +$33.3K 0.01% 463
2022
Q2 		$238K Sell
4,033
-873
-18% -$53.6K 0.01% 481
2022
Q1 		$278K Buy
+4,906
New +$217K 0.01% 507
2020
Q2 		– Sell
-74,726
Closed -$865K – 420
2020
Q1 		$865K Sell
74,726
-23,072
-24% -$758K 0.08% 179
2019
Q4 		$4.03M Sell
97,798
-7,433
-7% -$298K 0.34% 72
2019
Q3 		$4.68M Buy
105,231
+63,848
+154% +$3.02M 0.44% 61
2019
Q2 		$2.08M Buy
41,383
+37,918
+1,094% +$2.13M 0.2% 111
2019
Q1 		$229K Buy
+3,465
New +$228K 0.02% 334

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evergreen Capital Management's OXY Position: Q2 2026 in Review

Evergreen Capital Management reduced its Occidental Petroleum (OXY) stake by 2.1% in Q2 2026, selling an estimated $7.1K and leaving 5,774 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Evergreen Capital Management first reported a position in OXY in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.68M in Q3 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Evergreen Capital Management held 5,774 shares of Occidental Petroleum worth $282K as of Q2 2026.
  • Evergreen Capital Management sold 125 Occidental Petroleum shares in Q2 2026, an estimated $7.1K.
  • Occidental Petroleum made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1256 holding.
  • Evergreen Capital Management first reported a position in Occidental Petroleum in Q1 2019 and has held it in 23 quarters since.
  • Evergreen Capital Management's Occidental Petroleum position peaked at $4.68M in Q3 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.