Position in OXY
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,758,055
+$1,536,457 QoQ
Shares Held
27,047
+668.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 1.3605945206492402.ToString("F0")%
Shared 0.ToString("F0")%
None 98.63940547935076.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Diversified Trust Co holds $17,296,470 across 14 Oil & Gas E&P names. OXY ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIST |
Vista Energy, S.A.B. de C.V.
|
68,574 | $5,175,279 | |
| 2 | EOG |
Eog Resources Inc
|
14,837 | $2,144,985 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
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|
27,047 | $1,758,055 | |
| 4 | SM |
SM Energy Co
|
50,933 | $1,588,090 | |
| 5 | COP |
Conocophillips
|
11,834 | $1,562,088 | |
| 6 | MTDR |
Matador Resources Co
|
20,578 | $1,300,118 | |
| 7 | TPL |
Texas Pacific Land Corp
|
2,729 | $1,295,074 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
17,012 | $721,989 |
All Filings in OXY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,758,055 | 27,047 | Shares | Sole | 2026-04-16 | |
| 2022-12-31 | $221,598 | 3,518 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $313,087 | 5,095 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $419,932 | 7,132 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $440,302 | 7,760 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||