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Smith Thornton Advisors’s Occidental Petroleum OXY Stock Holding History

Smith Thornton 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
-5,033
Closed -$238K – 130
2025
Q3 		$238K Sell
5,033
-668
-12% -$30.2K 0.12% 123
2025
Q2 		$239K Sell
5,701
-1,107
-16% -$46.3K 0.14% 121
2025
Q1 		$336K Buy
6,808
+386
+6% +$18.8K 0.21% 103
2024
Q4 		$317K Buy
6,422
+2,316
+56% +$117K 0.2% 110
2024
Q3 		$212K Buy
+4,106
New +$234K 0.14% 129

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

Smith Thornton Advisors's OXY Position: Q4 2025 in Review

Smith Thornton Advisors sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 5,033 shares — an estimated $238K sold.

Smith Thornton Advisors first reported a position in OXY in Q3 2024 and held it in 5 quarters. The position peaked at $336K in Q1 2025. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Smith Thornton Advisors reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Smith Thornton Advisors sold 5,033 Occidental Petroleum shares in Q4 2025, an estimated $238K.
  • Smith Thornton Advisors first reported a position in Occidental Petroleum in Q3 2024 and held it in 5 quarters.
  • Smith Thornton Advisors's Occidental Petroleum position peaked at $336K in Q1 2025.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Smith Thornton Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.