Lane Generational’s Occidental Petroleum OXY Stock Holding History

Lane Generational’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 Q1	–	Sell	-90,757	Closed	-$4.48M	–	37
2024 Q4	$4.48M	Buy	90,757 +7,179	+9%	+$363K	4.38%	11
2024 Q3	$4.31M	Buy	83,578 +4,838	+6%	+$276K	5.36%	9
2024 Q2	$4.96M	Sell	78,740 -2,061	-3%	-$132K	5.88%	4
2024 Q1	$5.25M	Buy	80,801 +3,711	+5%	+$222K	6.2%	5
2023 Q4	$4.6M	Sell	77,090 -230	-0.3%	-$14K	5.73%	6
2023 Q3	$5.02M	Sell	77,320 -110	-0.1%	-$6.92K	6.2%	3
2023 Q2	$4.55M	Buy	77,430 +445	+0.6%	+$26.7K	6.53%	4
2023 Q1	$4.81M	Buy	76,985 +268	+0.3%	+$16.6K	6.08%	6
2022 Q4	$4.83M	Buy	76,717 +38,012	+98%	+$2.59M	6.99%	2
2022 Q3	$2.38M	Buy	+38,705	New	+$2.48M	3.37%	16

Other funds holding OXY

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Lane Generational's OXY Position: Q1 2025 in Review

Lane Generational sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 90,757 shares — an estimated $4.48M sold.

Lane Generational first reported a position in OXY in Q3 2022 and held it in 10 quarters. The position peaked at $5.25M in Q1 2024. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

Lane Generational reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
Lane Generational sold 90,757 Occidental Petroleum shares in Q1 2025, an estimated $4.48M.
Lane Generational first reported a position in Occidental Petroleum in Q3 2022 and held it in 10 quarters.
Lane Generational's Occidental Petroleum position peaked at $5.25M in Q1 2024.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Lane Generational's 13F filing for Q1 2025, filed 6 May 2025.