Perkins Coie Trust Company’s Occidental Petroleum OXY Stock Holding History

Perkins Coie 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
2025 Q2	–	Sell	-500	Closed	-$24.7K	–	420
2025 Q1	$24.7K	Buy	+500	New	+$24.4K	0.01%	217
2023 Q4	–	Sell	-11	Closed	-$713	–	504
2023 Q3	$713	Buy	+11	New	+$692	﹤0.01%	471
2020 Q3	–	Sell	-320	Closed	-$6K	–	288
2020 Q2	$6K	Hold	320	–	–	﹤0.01%	228
2020 Q1	$4K	Hold	320	–	–	﹤0.01%	263
2019 Q4	$13K	Hold	320	–	–	0.01%	239
2019 Q3	$14K	Hold	320	–	–	0.01%	237
2019 Q2	$16K	Hold	320	–	–	0.01%	232
2019 Q1	$21K	Hold	320	–	–	0.01%	216
2018 Q4	$20K	Hold	320	–	–	0.01%	216
2018 Q3	$26K	Hold	320	–	–	0.01%	212
2018 Q2	$27K	Hold	320	–	–	0.01%	214
2018 Q1	$21K	Hold	320	–	–	0.01%	229
2017 Q4	$24K	Sell	320 -20	-6%	-$1.36K	0.01%	221
2017 Q3	$22K	Hold	340	–	–	0.01%	223
2017 Q2	$20K	Hold	340	–	–	0.01%	231
2017 Q1	$22K	Hold	340	–	–	0.01%	215
2016 Q4	$24K	Buy	+340	New	+$24.1K	0.01%	209
2015 Q2	–	Sell	-25	Closed	-$2K	–	261
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	235
2014 Q4	$2K	Buy	+25	New	+$2.08K	﹤0.01%	225

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perkins Coie Trust Company's OXY Position: Q2 2025 in Review

Perkins Coie Trust Company sold out of Occidental Petroleum (OXY) in Q2 2025, closing a stake of 500 shares — an estimated $24.7K sold.

Perkins Coie Trust Company first reported a position in OXY in Q4 2014 and held it in 19 quarters. The position peaked at $27K in Q2 2018. 1,133 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

Perkins Coie Trust Company reported no remaining Occidental Petroleum position as of Q2 2025 after selling out during the quarter.
Perkins Coie Trust Company sold 500 Occidental Petroleum shares in Q2 2025, an estimated $24.7K.
Perkins Coie Trust Company first reported a position in Occidental Petroleum in Q4 2014 and held it in 19 quarters.
Perkins Coie Trust Company's Occidental Petroleum position peaked at $27K in Q2 2018.
1,133 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Perkins Coie Trust Company's 13F filing for Q2 2025, filed 10 Jul 2025.