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Sterling Investment Management’s Occidental Petroleum OXY Stock Holding History

Sterling Investment 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
Q4 		– Sell
-37,736
Closed -$1.78M – 71
2025
Q3 		$1.78M Sell
37,736
-21,639
-36% -$978K 1.07% 27
2025
Q2 		$2.49M Sell
59,375
-3,615
-6% -$151K 1.65% 24
2025
Q1 		$3.11M Sell
62,990
-1,060
-2% -$51.8K 2.21% 15
2024
Q4 		$3.16M Sell
64,050
-1,099
-2% -$55.5K 2.48% 12
2024
Q3 		$3.36M Sell
65,149
-4,495
-6% -$256K 2.55% 11
2024
Q2 		$4.39M Sell
69,644
-12,592
-15% -$808K 3.34% 6
2024
Q1 		$5.34M Buy
82,236
+11,683
+17% +$698K 3.77% 8
2023
Q4 		$4.21M Buy
70,553
+34,248
+94% +$2.09M 3.09% 8
2023
Q3 		$2.36M Sell
36,305
-575
-2% -$36.2K 2.09% 18
2023
Q2 		$2.17M Buy
+36,880
New +$2.21M 1.72% 17
2016
Q1 		– Sell
-45,979
Closed -$3.1M – 56
2015
Q4 		$3.1M Sell
45,979
-6,917
-13% -$498K 2.69% 10
2015
Q3 		$3.49M Buy
52,896
+1,068
+2% +$74.6K 2.75% 11
2015
Q2 		$4.02M Buy
51,828
+259
+0.5% +$20.2K 3.03% 9
2015
Q1 		$3.76M Buy
51,569
+1,197
+2% +$92.6K 2.65% 9
2014
Q4 		$4.05M Sell
50,372
-9,019
-15% -$748K 2.79% 9
2014
Q3 		$5.47M Sell
59,391
-99
-0.2% -$9.5K 3.83% 6
2014
Q2 		$5.85M Sell
59,490
-12,826
-18% -$1.21M 4.11% 5
2014
Q1 		$6.6M Sell
72,316
-130
-0.2% -$11.6K 4.85% 5
2013
Q4 		$6.6M Sell
72,446
-773
-1% -$70.6K 4.75% 5
2013
Q3 		$6.56M Sell
73,219
-1,765
-2% -$152K 4.6% 5
2013
Q2 		$6.41M Buy
+74,984
New +$6.34M 4.55% 5

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

Sterling Investment Management's OXY Position: Q4 2025 in Review

Sterling Investment Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 37,736 shares — an estimated $1.78M sold.

Sterling Investment Management first reported a position in OXY in Q2 2013 and held it in 21 quarters. The position peaked at $6.6M in Q1 2014. 1,116 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Sterling Investment Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Sterling Investment Management sold 37,736 Occidental Petroleum shares in Q4 2025, an estimated $1.78M.
  • Sterling Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 21 quarters.
  • Sterling Investment Management's Occidental Petroleum position peaked at $6.6M in Q1 2014.
  • 1,116 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Sterling Investment Management's 13F filing for Q4 2025, filed 3 Feb 2026.