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Evolution Wealth Management’s Occidental Petroleum OXY Stock Holding History

Evolution Wealth 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 		$7.54K Hold
116
– – 0.01% 554
2025
Q4 		$4.77K Buy
116
+2
+2% +$83 ﹤0.01% 553
2025
Q3 		$5.39K Hold
114
– – 0.01% 443
2025
Q2 		$4.79K Buy
+114
New +$4.76K 0.01% 456

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 $2.9T AUM 29.55% 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

Evolution Wealth Management's OXY Position: Q1 2026 in Review

Evolution Wealth Management held its Occidental Petroleum (OXY) position steady in Q1 2026 at 116 shares worth $7.54K. The position accounts for 0.01% of the portfolio, ranked #554.

Evolution Wealth Management first reported a position in OXY in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Evolution Wealth Management held 116 shares of Occidental Petroleum worth $7.54K as of Q1 2026.
  • Evolution Wealth Management left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #554 holding.
  • Evolution Wealth Management first reported a position in Occidental Petroleum in Q2 2025 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.