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Lincoln National Corp’s Occidental Petroleum OXY Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-7,194
Closed -$468K – 806
2024
Q1 		$468K Buy
7,194
+566
+9% +$33.8K 0.01% 776
2023
Q4 		$396K Sell
6,628
-1,626
-20% -$99.2K 0.01% 756
2023
Q3 		$535K Sell
8,254
-172
-2% -$10.8K 0.01% 580
2023
Q2 		$495K Buy
8,426
+1,509
+22% +$90.5K 0.01% 612
2023
Q1 		$432K Buy
6,917
+671
+11% +$41.7K 0.01% 641
2022
Q4 		$393K Sell
6,246
-1,211
-16% -$82.5K 0.01% 604
2022
Q3 		$458K Buy
7,457
+133
+2% +$8.51K 0.01% 518
2022
Q2 		$431K Sell
7,324
-247
-3% -$15.2K 0.01% 526
2022
Q1 		$430K Buy
7,571
+222
+3% +$9.82K 0.01% 588
2021
Q4 		$213K Sell
7,349
-756
-9% -$23.7K ﹤0.01% 829
2021
Q3 		$240K Buy
8,105
+768
+10% +$20.5K 0.01% 767
2021
Q2 		$229K Buy
+7,337
New +$197K ﹤0.01% 762
2019
Q2 		– Sell
-3,144
Closed -$208K – 579
2019
Q1 		$208K Buy
+3,144
New +$207K 0.01% 474
2018
Q4 		– Sell
-3,038
Closed -$249K – 510
2018
Q3 		$249K Buy
+3,038
New +$246K 0.01% 407

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lincoln National Corp's OXY Position: Q2 2024 in Review

Lincoln National Corp sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 7,194 shares — an estimated $468K sold.

Lincoln National Corp first reported a position in OXY in Q3 2018 and held it in 14 quarters. The position peaked at $535K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Lincoln National Corp reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 7,194 Occidental Petroleum shares in Q2 2024, an estimated $468K.
  • Lincoln National Corp first reported a position in Occidental Petroleum in Q3 2018 and held it in 14 quarters.
  • Lincoln National Corp's Occidental Petroleum position peaked at $535K in Q3 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.