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Timothy G. Youngquist 2020 Irrevocable Trust’s Occidental Petroleum OXY Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-254
Closed -$16.5K – 377
2026
Q1 		$16.5K Buy
+254
New +$12.8K 0.01% 329

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's OXY Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 254 shares — an estimated $16.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $16.5K in Q1 2026. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 254 Occidental Petroleum shares in Q2 2026, an estimated $16.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Occidental Petroleum position peaked at $16.5K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.