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Marshall & Sterling Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Marshall & Sterling Wealth Advisors’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
-16
Closed -$756 – 541
2025
Q3 		$756 Hold
16
– – ﹤0.01% 610
2025
Q2 		$672 Hold
16
– – ﹤0.01% 595
2025
Q1 		$790 Buy
+16
New +$781 ﹤0.01% 602

Other funds holding OXY

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OXY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 16 shares — an estimated $756 sold.

Marshall & Sterling Wealth Advisors first reported a position in OXY in Q1 2025 and held it in 3 quarters. The position peaked at $790 in Q1 2025. 1,123 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 16 Occidental Petroleum shares in Q4 2025, an estimated $756.
  • Marshall & Sterling Wealth Advisors first reported a position in Occidental Petroleum in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Occidental Petroleum position peaked at $790 in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.