SEC 13F Intelligence

American Trust Investment Advisors, LLC / OXY

American Trust Investment Advisors, LLC’s Occidental Pete Corp Position

Does American Trust Investment Advisors, LLC own Occidental Pete Corp (OXY)? Not currently — the last reported position was 69.6K shares worth $3M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2019
Shares
69.6K
% of Portfolio
+2.09%
Quarters Held
5
position exited

Position History OXY

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $3MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201969.6K$3M+2.09%
Q3 201971.0K$3M+2.42%
Q2 201971.6K$4M+2.80%
Q1 201944.4K$3M+2.26%
Q4 201839.7K$2M+2.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of OXY.