McAdam LLC’s Occidental Petroleum OXY Stock Holding History

McAdam LLC’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	-6,323	Closed	-$299K	–	436
2025 Q3	$299K	Buy	+6,323	New	+$286K	0.01%	305

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McAdam LLC's OXY Position: Q4 2025 in Review

McAdam LLC sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 6,323 shares — an estimated $299K sold.

McAdam LLC first reported a position in OXY in Q3 2025 and held it in 1 quarter. The position peaked at $299K in Q3 2025. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

McAdam LLC reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
McAdam LLC sold 6,323 Occidental Petroleum shares in Q4 2025, an estimated $299K.
McAdam LLC first reported a position in Occidental Petroleum in Q3 2025 and held it in 1 quarter.
McAdam LLC's Occidental Petroleum position peaked at $299K in Q3 2025.
1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on McAdam LLC's 13F filing for Q4 2025, filed 13 Feb 2026.