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Summit Trail Advisors’s Occidental Petroleum OXY Stock Holding History

Summit Trail Advisors’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 		$1.66M Sell
25,526
-11,157
-30% -$561K 0.02% 666
2025
Q4 		$1.52M Buy
36,683
+7,658
+26% +$320K 0.03% 584
2025
Q3 		$1.38M Buy
29,025
+22,060
+317% +$997K 0.02% 657
2025
Q2 		$296K Buy
+6,965
New +$291K 0.01% 921
2024
Q4 		– Sell
-5,786
Closed -$299K – 652
2024
Q3 		$299K Buy
5,786
+1,760
+44% +$100K 0.01% 547
2024
Q2 		$255K Buy
4,026
+618
+18% +$39.6K 0.01% 528
2024
Q1 		$222K Sell
3,408
-95
-3% -$5.67K 0.01% 539
2023
Q4 		$210K Sell
3,503
-2,313
-40% -$141K 0.01% 485
2023
Q3 		$378K Buy
5,816
+522
+10% +$32.8K 0.01% 326
2023
Q2 		$312K Buy
5,294
+996
+23% +$59.8K 0.01% 364
2023
Q1 		$269K Buy
4,298
+108
+3% +$6.71K 0.01% 340
2022
Q4 		$264K Buy
4,190
+20
+0.5% +$1.36K 0.01% 305
2022
Q3 		$257K Buy
4,170
+42
+1% +$2.69K 0.01% 294
2022
Q2 		$244K Buy
+4,128
New +$254K 0.02% 307
2018
Q2 		– Sell
-11,558
Closed -$585K – 615
2018
Q1 		$585K Buy
11,558
+1,522
+15% +$106K 0.1% 193
2017
Q4 		$767K Buy
+10,036
New +$681K 0.1% 175

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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

Summit Trail Advisors's OXY Position: Q1 2026 in Review

Summit Trail Advisors reduced its Occidental Petroleum (OXY) stake by 30% in Q1 2026, selling an estimated $561K and leaving 25,526 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #666.

Summit Trail Advisors first reported a position in OXY in Q4 2017 and has held it in 16 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Summit Trail Advisors held 25,526 shares of Occidental Petroleum worth $1.66M as of Q1 2026.
  • Summit Trail Advisors sold 11,157 Occidental Petroleum shares in Q1 2026, an estimated $561K.
  • Occidental Petroleum made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #666 holding.
  • Summit Trail Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 16 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.