MIM
OXY icon

Marshall Investment Management’s Occidental Petroleum OXY Stock Holding History

Marshall Investment Management’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
2026
Q2 		$112K Hold
2,309
– – 0.05% 94
2026
Q1 		$150K Buy
+2,309
New +$116K 0.07% 83
2025
Q2 		– Sell
-5,144
Closed -$254K – 163
2025
Q1 		$254K Sell
5,144
-81
-2% -$3.96K 0.16% 63
2024
Q4 		$269K Buy
+5,225
New +$264K 0.16% 61

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Marshall Investment Management's OXY Position: Q2 2026 in Review

Marshall Investment Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 2,309 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #94.

Marshall Investment Management first reported a position in OXY in Q4 2024 and has held it in 4 quarters since. The position peaked at $269K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Marshall Investment Management held 2,309 shares of Occidental Petroleum worth $112K as of Q2 2026.
  • Marshall Investment Management left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.05% of Marshall Investment Management's portfolio in Q2 2026, its #94 holding.
  • Marshall Investment Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Occidental Petroleum position peaked at $269K in Q4 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.