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Greenleaf Trust’s Occidental Petroleum OXY Stock Holding History

Greenleaf Trust’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 		$531K Sell
10,936
-41
-0.4% -$2.33K 0.01% 503
2026
Q1 		$714K Buy
10,977
+214
+2% +$10.8K 0.01% 412
2025
Q4 		$443K Sell
10,763
-567
-5% -$23.7K ﹤0.01% 535
2025
Q3 		$535K Buy
11,330
+296
+3% +$13.4K ﹤0.01% 477
2025
Q2 		$464K Sell
11,034
-570
-5% -$23.8K ﹤0.01% 508
2025
Q1 		$573K Buy
11,604
+617
+6% +$30.1K 0.01% 462
2024
Q4 		$543K Sell
10,987
-5
-0% -$253 ﹤0.01% 487
2024
Q3 		$567K Sell
10,992
-2,016
-15% -$115K 0.01% 483
2024
Q2 		$820K Sell
13,008
-1,729
-12% -$111K 0.01% 346
2024
Q1 		$958K Sell
14,737
-30
-0.2% -$1.79K 0.01% 309
2023
Q4 		$882K Sell
14,767
-224
-1% -$13.7K 0.01% 311
2023
Q3 		$973K Buy
14,991
+3,053
+26% +$192K 0.01% 278
2023
Q2 		$702K Buy
11,938
+26
+0.2% +$1.56K 0.01% 364
2023
Q1 		$744K Buy
11,912
+183
+2% +$11.4K 0.01% 344
2022
Q4 		$739K Sell
11,729
-187
-2% -$12.7K 0.01% 336
2022
Q3 		$732K Buy
11,916
+1,550
+15% +$99.2K 0.01% 295
2022
Q2 		$610K Buy
10,366
+1,301
+14% +$79.9K 0.01% 341
2022
Q1 		$514K Buy
9,065
+1,465
+19% +$64.8K 0.01% 405
2021
Q4 		$220K Buy
7,600
+190
+3% +$5.96K ﹤0.01% 700
2021
Q3 		$219K Sell
7,410
-267
-3% -$7.13K ﹤0.01% 677
2021
Q2 		$240K Buy
+7,677
New +$206K ﹤0.01% 649
2019
Q4 		– Sell
-9,520
Closed -$423K – 570
2019
Q3 		$423K Buy
9,520
+4,498
+90% +$213K 0.01% 317
2019
Q2 		$253K Sell
5,022
-1,711
-25% -$96.3K ﹤0.01% 449
2019
Q1 		$446K Sell
6,733
-1,778
-21% -$117K 0.01% 288
2018
Q4 		$522K Buy
8,511
+2,841
+50% +$200K 0.01% 247
2018
Q3 		$466K Sell
5,670
-789
-12% -$63.8K 0.01% 293
2018
Q2 		$540K Buy
6,459
+2,496
+63% +$199K 0.01% 256
2018
Q1 		$257K Buy
3,963
+137
+4% +$9.58K 0.01% 373
2017
Q4 		$282K Buy
3,826
+3,204
+515% +$217K 0.01% 353
2017
Q3 		$40K Buy
+622
New +$37.9K ﹤0.01% 465
2017
Q1 		– Sell
-3,186
Closed -$227K – 326
2016
Q4 		$227K Sell
3,186
-579
-15% -$41.1K 0.01% 215
2016
Q3 		$275K Buy
3,765
+937
+33% +$70.1K 0.01% 169
2016
Q2 		$214K Sell
2,828
-402
-12% -$30K 0.01% 168
2016
Q1 		$221K Sell
3,230
-111
-3% -$7.44K 0.01% 154
2015
Q4 		$225K Hold
3,341
– – 0.01% 151
2015
Q3 		$221K Sell
3,341
-701
-17% -$48.9K 0.01% 167
2015
Q2 		$314K Buy
+4,042
New +$316K 0.01% 125

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Greenleaf Trust's OXY Position: Q2 2026 in Review

Greenleaf Trust reduced its Occidental Petroleum (OXY) stake by 0.37% in Q2 2026, selling an estimated $2.33K and leaving 10,936 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #503.

Greenleaf Trust first reported a position in OXY in Q2 2015 and has held it in 37 quarters since. The position peaked at $973K in Q3 2023. 223 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Greenleaf Trust held 10,936 shares of Occidental Petroleum worth $531K as of Q2 2026.
  • Greenleaf Trust sold 41 Occidental Petroleum shares in Q2 2026, an estimated $2.33K.
  • Occidental Petroleum made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #503 holding.
  • Greenleaf Trust first reported a position in Occidental Petroleum in Q2 2015 and has held it in 37 quarters since.
  • Greenleaf Trust's Occidental Petroleum position peaked at $973K in Q3 2023.
  • 223 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.