LGT Group Foundation’s Occidental Petroleum OXY Stock Holding History

LGT Group Foundation’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	-34,716	Closed	-$1.44M	–	296
2025 Q4	$1.44M	Hold	34,716	–	–	0.02%	187
2025 Q3	$1.66M	Hold	34,716	–	–	0.02%	178
2025 Q2	$1.46M	Buy	+34,716	New	+$1.45M	0.02%	182

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LGT Group Foundation's OXY Position: Q1 2026 in Review

LGT Group Foundation sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 34,716 shares — an estimated $1.44M sold.

LGT Group Foundation first reported a position in OXY in Q2 2025 and held it in 3 quarters. The position peaked at $1.66M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

LGT Group Foundation reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
LGT Group Foundation sold 34,716 Occidental Petroleum shares in Q1 2026, an estimated $1.44M.
LGT Group Foundation first reported a position in Occidental Petroleum in Q2 2025 and held it in 3 quarters.
LGT Group Foundation's Occidental Petroleum position peaked at $1.66M in Q3 2025.
1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.