GenTrust’s Occidental Petroleum OXY Stock Holding History

GenTrust’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	–	Sell	-19,070	Closed	-$789K	–	313
2025 Q4	$789K	Sell	19,070 -1,430	-7%	-$59.7K	0.03%	128
2025 Q3	$974K	Buy	+20,500	New	+$926K	0.04%	109

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

GenTrust's OXY Position: Q1 2026 in Review

GenTrust sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 19,070 shares — an estimated $789K sold.

GenTrust first reported a position in OXY in Q3 2025 and held it in 2 quarters. The position peaked at $974K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

GenTrust reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
GenTrust sold 19,070 Occidental Petroleum shares in Q1 2026, an estimated $789K.
GenTrust first reported a position in Occidental Petroleum in Q3 2025 and held it in 2 quarters.
GenTrust's Occidental Petroleum position peaked at $974K in Q3 2025.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.