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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
Q2 		$1.71M Buy
35,226
+9,700
+38% +$551K 0.02% 704
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 $299B AUM 27.55% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Trail Advisors's OXY Position: Q2 2026 in Review

Summit Trail Advisors increased its Occidental Petroleum (OXY) stake by 38% in Q2 2026, buying an estimated $551K and bringing the position to 35,226 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #704.

Summit Trail Advisors first reported a position in OXY in Q4 2017 and has held it in 17 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Summit Trail Advisors held 35,226 shares of Occidental Petroleum worth $1.71M as of Q2 2026.
  • Summit Trail Advisors bought 9,700 Occidental Petroleum shares in Q2 2026, an estimated $551K.
  • Occidental Petroleum made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #704 holding.
  • Summit Trail Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 17 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.