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Marshall & Sullivan’s Occidental Petroleum OXY Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-229
Closed -$9.62K – 83
2025
Q2 		$9.62K Buy
+229
New +$9.57K ﹤0.01% 97
2023
Q1 		– Sell
-229
Closed -$14.4K – 67
2022
Q4 		$14.4K Buy
+229
New +$15.6K 0.01% 76

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Marshall & Sullivan's OXY Position: Q3 2025 in Review

Marshall & Sullivan sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 229 shares — an estimated $9.62K sold.

Marshall & Sullivan first reported a position in OXY in Q4 2022 and held it in 2 quarters. The position peaked at $14.4K in Q4 2022. 1,151 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • Marshall & Sullivan reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 229 Occidental Petroleum shares in Q3 2025, an estimated $9.62K.
  • Marshall & Sullivan first reported a position in Occidental Petroleum in Q4 2022 and held it in 2 quarters.
  • Marshall & Sullivan's Occidental Petroleum position peaked at $14.4K in Q4 2022.
  • 1,151 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.