LC
OXY icon

Lindbrook Capital’s Occidental Petroleum OXY Stock Holding History

Lindbrook Capital’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
-2,445
Closed -$121K – 2899
2024
Q4 		$121K Buy
2,445
+589
+32% +$29.7K 0.01% 505
2024
Q3 		$95.7K Buy
1,856
+41
+2% +$2.34K 0.01% 574
2024
Q2 		$114K Buy
1,815
+204
+13% +$13.1K 0.01% 491
2024
Q1 		$105K Sell
1,611
-473
-23% -$28.3K 0.01% 521
2023
Q4 		$124K Buy
2,084
+364
+21% +$22.2K 0.01% 457
2023
Q3 		$112K Sell
1,720
-47
-3% -$2.96K 0.01% 435
2023
Q2 		$104K Buy
1,767
+179
+11% +$10.7K 0.01% 475
2023
Q1 		$99.1K Sell
1,588
-520
-25% -$32.3K 0.01% 485
2022
Q4 		$133K Sell
2,108
-392
-16% -$26.7K 0.02% 424
2022
Q3 		$154K Buy
2,500
+41
+2% +$2.62K 0.03% 328
2022
Q2 		$145K Buy
2,459
+1,045
+74% +$64.2K 0.02% 361
2022
Q1 		$80K Buy
1,414
+326
+30% +$14.4K 0.01% 536
2021
Q4 		$32K Buy
1,088
+283
+35% +$8.88K ﹤0.01% 868
2021
Q3 		$24K Sell
805
-938
-54% -$25K 0.01% 685
2021
Q2 		$55K Sell
1,743
-61
-3% -$1.64K 0.01% 444
2021
Q1 		$48K Buy
1,804
+96
+6% +$2.4K 0.01% 460
2020
Q4 		$30K Sell
1,708
-62
-4% -$850 0.01% 559
2020
Q3 		$18K Sell
1,770
-588
-25% -$8.29K 0.01% 645
2020
Q2 		$43K Buy
2,358
+379
+19% +$5.97K 0.01% 396
2020
Q1 		$22K Buy
1,979
+193
+11% +$6.34K 0.01% 515
2019
Q4 		$74K Buy
1,786
+294
+20% +$11.8K 0.03% 321
2019
Q3 		$67K Sell
1,492
-1,004
-40% -$47.5K 0.03% 330
2019
Q2 		$125K Buy
2,496
+2,233
+849% +$126K 0.05% 195
2019
Q1 		$17K Sell
263
-1,048
-80% -$69.1K 0.01% 758
2018
Q4 		$80K Buy
+1,311
New +$92.1K 0.04% 235

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Lindbrook Capital's OXY Position: Q1 2025 in Review

Lindbrook Capital sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 2,445 shares — an estimated $121K sold.

Lindbrook Capital first reported a position in OXY in Q4 2018 and held it in 25 quarters. The position peaked at $154K in Q3 2022. 1,201 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

  • Lindbrook Capital reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 2,445 Occidental Petroleum shares in Q1 2025, an estimated $121K.
  • Lindbrook Capital first reported a position in Occidental Petroleum in Q4 2018 and held it in 25 quarters.
  • Lindbrook Capital's Occidental Petroleum position peaked at $154K in Q3 2022.
  • 1,201 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.