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Capital Investment Advisory Services’s Occidental Petroleum OXY Stock Holding History

Capital Investment Advisory Services’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
2025
Q4 		– Sell
-4,724
Closed -$223K – 1199
2025
Q3 		$223K Sell
4,724
-82
-2% -$3.71K 0.02% 555
2025
Q2 		$202K Sell
4,806
-897
-16% -$37.5K 0.02% 561
2025
Q1 		$281K Buy
5,703
+50
+0.9% +$2.44K 0.03% 450
2024
Q4 		$279K Sell
5,653
-3,453
-38% -$174K 0.03% 421
2024
Q3 		$469K Sell
9,106
-1,402
-13% -$80K 0.04% 310
2024
Q2 		$662K Buy
10,508
+1,282
+14% +$82.2K 0.07% 246
2024
Q1 		$600K Buy
9,226
+86
+0.9% +$5.14K 0.06% 271
2023
Q4 		$546K Sell
9,140
-678
-7% -$41.4K 0.05% 272
2023
Q3 		$637K Buy
9,818
+5,792
+144% +$364K 0.06% 237
2023
Q2 		$237K Buy
4,026
+148
+4% +$8.88K 0.02% 421
2023
Q1 		$242K Buy
3,878
+36
+0.9% +$2.24K 0.03% 409
2022
Q4 		$242K Buy
3,842
+77
+2% +$5.24K 0.03% 413
2022
Q3 		$231K Buy
+3,765
New +$241K 0.03% 401
2020
Q2 		– Sell
-12,566
Closed -$146K – 604
2020
Q1 		$146K Buy
12,566
+5,189
+70% +$170K 0.04% 315
2019
Q4 		$304K Sell
7,377
-2,872
-28% -$115K 0.08% 228
2019
Q3 		$456K Buy
10,249
+578
+6% +$27.3K 0.13% 160
2019
Q2 		$508K Buy
9,671
+5,001
+107% +$281K 0.15% 137
2019
Q1 		$309K Sell
4,670
-43
-0.9% -$2.83K 0.12% 164
2018
Q4 		$289K Buy
+4,713
New +$331K 0.12% 155

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Investment Advisory Services's OXY Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 4,724 shares — an estimated $223K sold.

Capital Investment Advisory Services first reported a position in OXY in Q4 2018 and held it in 19 quarters. The position peaked at $662K in Q2 2024. 1,119 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 4,724 Occidental Petroleum shares in Q4 2025, an estimated $223K.
  • Capital Investment Advisory Services first reported a position in Occidental Petroleum in Q4 2018 and held it in 19 quarters.
  • Capital Investment Advisory Services's Occidental Petroleum position peaked at $662K in Q2 2024.
  • 1,119 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.