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Millstone Evans Group’s Occidental Petroleum OXY Stock Holding History

Millstone Evans Group’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
-522
Closed -$33.9K – 905
2026
Q1 		$33.9K Sell
522
-520
-50% -$26.2K 0.02% 400
2025
Q4 		$42.8K Hold
1,042
– – 0.03% 355
2025
Q3 		$49.2K Hold
1,042
– – 0.03% 310
2025
Q2 		$43.8K Hold
1,042
– – 0.03% 321
2025
Q1 		$51.4K Buy
1,042
+200
+24% +$9.77K 0.03% 289
2024
Q4 		$41.6K Buy
+842
New +$42.5K 0.03% 316

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millstone Evans Group's OXY Position: Q2 2026 in Review

Millstone Evans Group sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 522 shares — an estimated $33.9K sold.

Millstone Evans Group first reported a position in OXY in Q4 2024 and held it in 6 quarters. The position peaked at $51.4K in Q1 2025. 985 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Millstone Evans Group reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Millstone Evans Group sold 522 Occidental Petroleum shares in Q2 2026, an estimated $33.9K.
  • Millstone Evans Group first reported a position in Occidental Petroleum in Q4 2024 and held it in 6 quarters.
  • Millstone Evans Group's Occidental Petroleum position peaked at $51.4K in Q1 2025.
  • 985 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.