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MorganRosel Wealth Management’s Occidental Petroleum OXY Stock Holding History

MorganRosel Wealth 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
2025
Q3 		– Sell
-2,000
Closed -$84K – 277
2025
Q2 		$84K Buy
2,000
+1,000
+100% +$41.8K 0.02% 152
2025
Q1 		$49.4K Buy
+1,000
New +$48.8K 0.02% 166

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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

MorganRosel Wealth Management's OXY Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2025, closing a stake of 2,000 shares — an estimated $84K sold.

MorganRosel Wealth Management first reported a position in OXY in Q1 2025 and held it in 2 quarters. The position peaked at $84K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Occidental Petroleum position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,000 Occidental Petroleum shares in Q3 2025, an estimated $84K.
  • MorganRosel Wealth Management first reported a position in Occidental Petroleum in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Occidental Petroleum position peaked at $84K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.