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Moody National Bank Trust Division’s Occidental Petroleum OXY Stock Holding History

Moody National Bank Trust Division’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 		$212K Sell
4,375
-686
-14% -$39K 0.02% 481
2026
Q1 		$329K Buy
+5,061
New +$255K 0.03% 405
2025
Q4 		– Sell
-15,555
Closed -$735K – 521
2025
Q3 		$735K Buy
15,555
+229
+1% +$10.3K 0.06% 301
2025
Q2 		$644K Buy
15,326
+300
+2% +$12.5K 0.06% 310
2025
Q1 		$742K Buy
15,026
+1,145
+8% +$55.9K 0.08% 286
2024
Q4 		$686K Buy
13,881
+588
+4% +$29.7K 0.07% 304
2024
Q3 		$685K Buy
13,293
+9,184
+224% +$524K 0.07% 294
2024
Q2 		$259K Sell
4,109
-122
-3% -$7.82K 0.02% 399
2024
Q1 		$275K Sell
4,231
-124
-3% -$7.41K 0.02% 402
2023
Q4 		$260K Sell
4,355
-8,311
-66% -$507K 0.02% 424
2023
Q3 		$822K Buy
12,666
+2,310
+22% +$145K 0.05% 265
2023
Q2 		$609K Buy
10,356
+634
+7% +$38K 0.04% 323
2023
Q1 		$607K Sell
9,722
-172
-2% -$10.7K 0.05% 315
2022
Q4 		$623K Sell
9,894
-89
-0.9% -$6.06K 0.05% 288
2022
Q3 		$614K Sell
9,983
-1,077
-10% -$68.9K 0.06% 277
2022
Q2 		$651K Buy
11,060
+4,594
+71% +$282K 0.07% 242
2022
Q1 		$367K Buy
+6,466
New +$286K 0.01% 311
2021
Q4 		– Sell
-20,280
Closed -$600K – 402
2021
Q3 		$600K Sell
20,280
-8
-0% -$214 0.01% 304
2021
Q2 		$634K Hold
20,288
– – 0.01% 299
2021
Q1 		$540K Sell
20,288
-58
-0.3% -$1.45K 0.01% 313
2020
Q4 		$353K Sell
20,346
-701
-3% -$9.61K 0.01% 326
2020
Q3 		$210K Buy
21,047
+263
+1% +$3.71K 0.01% 351
2020
Q2 		$380K Sell
20,784
-199
-0.9% -$3.13K 0.01% 300
2020
Q1 		$243K Buy
20,983
+550
+3% +$18.1K 0.01% 308
2019
Q4 		$842K Sell
20,433
-1,052
-5% -$42.1K 0.02% 242
2019
Q3 		$955K Buy
+21,485
New +$1.02M 0.03% 238
2019
Q2 		– Sell
-1,573
Closed -$104K – 791
2019
Q1 		$104K Buy
1,573
+272
+21% +$17.9K ﹤0.01% 367
2018
Q4 		$80K Buy
1,301
+526
+68% +$37K ﹤0.01% 372
2018
Q3 		$64K Buy
+775
New +$62.6K ﹤0.01% 370
2017
Q3 		– Sell
-7,990
Closed -$479K – 269
2017
Q2 		$479K Sell
7,990
-100
-1% -$6.12K 0.02% 180
2017
Q1 		$513K Hold
8,090
– – 0.03% 160
2016
Q4 		$576K Hold
8,090
– – 0.03% 132
2016
Q3 		$590K Hold
8,090
– – 0.03% 131
2016
Q2 		$612K Buy
8,090
+15
+0.2% +$1.12K 0.03% 126
2016
Q1 		$553K Buy
8,075
+152
+2% +$10.2K 0.04% 136
2015
Q4 		$535K Hold
7,923
– – 0.04% 124
2015
Q3 		$523K Buy
7,923
+5
+0.1% +$349 0.04% 130
2015
Q2 		$615K Hold
7,918
– – 0.05% 123
2015
Q1 		$577K Buy
7,918
+155
+2% +$12K 0.04% 132
2014
Q4 		$625K Sell
7,763
-363
-4% -$30.1K 0.04% 132
2014
Q3 		$749K Sell
8,126
-511
-6% -$49K 0.05% 97
2014
Q2 		$849K Hold
8,637
– – 0.06% 86
2014
Q1 		$788K Hold
8,637
– – 0.05% 86
2013
Q4 		$787K Sell
8,637
-42
-0.5% -$3.83K 0.05% 89
2013
Q3 		$777K Sell
8,679
-511
-6% -$43.9K 0.06% 79
2013
Q2 		$786K Buy
+9,190
New +$776K 0.06% 75

Other funds holding OXY

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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Moody National Bank Trust Division's OXY Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Occidental Petroleum (OXY) stake by 14% in Q2 2026, selling an estimated $39K and leaving 4,375 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #481.

Moody National Bank Trust Division first reported a position in OXY in Q2 2013 and has held it in 46 quarters since. The position peaked at $955K in Q3 2019. 583 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Moody National Bank Trust Division held 4,375 shares of Occidental Petroleum worth $212K as of Q2 2026.
  • Moody National Bank Trust Division sold 686 Occidental Petroleum shares in Q2 2026, an estimated $39K.
  • Occidental Petroleum made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #481 holding.
  • Moody National Bank Trust Division first reported a position in Occidental Petroleum in Q2 2013 and has held it in 46 quarters since.
  • Moody National Bank Trust Division's Occidental Petroleum position peaked at $955K in Q3 2019.
  • 583 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.