Inspire Trust Company’s Occidental Petroleum OXY Stock Holding History

Inspire Trust Company’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	$5.2M	Sell	107,000 -3,000	-3%	-$170K	0.71%	60
2026 Q1	$7.15M	Sell	110,000 -9,000	-8%	-$453K	1.1%	26
2025 Q4	$4.89M	Buy	119,000 +20,000	+20%	+$835K	0.8%	52
2025 Q3	$4.68M	Buy	99,000 +13,000	+15%	+$587K	0.85%	53
2025 Q2	$3.61M	Hold	86,000	–	–	0.75%	62
2025 Q1	$4.24M	Buy	86,000 +11,000	+15%	+$537K	1.01%	33
2024 Q4	$3.71M	Buy	75,000 +17,635	+31%	+$891K	0.95%	32
2024 Q3	$2.96M	Buy	57,365 +6,700	+13%	+$382K	0.81%	52
2024 Q2	$3.19M	Buy	50,665 +20,945	+70%	+$1.34M	1.05%	26
2024 Q1	$1.93M	Buy	29,720 +16,565	+126%	+$989K	1.08%	26
2023 Q4	$785K	Buy	+13,155	New	+$803K	0.81%	48

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Inspire Trust Company's OXY Position: Q2 2026 in Review

Inspire Trust Company reduced its Occidental Petroleum (OXY) stake by 2.7% in Q2 2026, selling an estimated $170K and leaving 107,000 shares worth $5.2M. The position accounts for 0.71% of the portfolio, ranked #60.

Inspire Trust Company first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.15M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Inspire Trust Company held 107,000 shares of Occidental Petroleum worth $5.2M as of Q2 2026.
Inspire Trust Company sold 3,000 Occidental Petroleum shares in Q2 2026, an estimated $170K.
Occidental Petroleum made up 0.71% of Inspire Trust Company's portfolio in Q2 2026, its #60 holding.
Inspire Trust Company first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
Inspire Trust Company's Occidental Petroleum position peaked at $7.15M in Q1 2026.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.