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Ellerson Group’s Occidental Petroleum OXY Stock Holding History

Ellerson Group’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
-67,958
Closed -$3.21M – 58
2025
Q3 		$3.21M Sell
67,958
-38
-0.1% -$1.72K 2% 22
2025
Q2 		$2.86M Sell
67,996
-100
-0.1% -$4.18K 2.01% 21
2025
Q1 		$3.36M Sell
68,096
-1,400
-2% -$68.4K 2.67% 17
2024
Q4 		$3.43M Buy
+69,496
New +$3.51M 2.51% 14

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ellerson Group's OXY Position: Q4 2025 in Review

Ellerson Group sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 67,958 shares — an estimated $3.21M sold.

Ellerson Group first reported a position in OXY in Q4 2024 and held it in 4 quarters. The position peaked at $3.43M in Q4 2024. 1,118 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Ellerson Group reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Ellerson Group sold 67,958 Occidental Petroleum shares in Q4 2025, an estimated $3.21M.
  • Ellerson Group first reported a position in Occidental Petroleum in Q4 2024 and held it in 4 quarters.
  • Ellerson Group's Occidental Petroleum position peaked at $3.43M in Q4 2024.
  • 1,118 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Ellerson Group's 13F filing for Q4 2025, filed 9 Feb 2026.