Position in OXY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,570
-$68,430 QoQ
Shares Held
1,000
-44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#960
of 1,232 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Avalon Trust Co holds $131,910 across 4 Oil & Gas E&P names. OXY ranks #1 (36.8% of the industry book) .
All Filings in OXY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,570 | 1,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $117,000 | 1,800 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $82,240 | 2,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $94,500 | 2,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $84,020 | 2,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $98,720 | 2,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $98,820 | 2,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $103,080 | 2,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $126,060 | 2,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $129,980 | 2,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $119,420 | 2,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $129,760 | 2,000 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||