Lodestone Wealth Management
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Lodestone Wealth Management’s Occidental Petroleum OXY Stock Holding History

Lodestone Wealth 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
2026
Q3 		$1.7M Sell
30,799
-563
-2% -$32.2K 0.57% 49
2026
Q2 		$1.52M Sell
31,362
-3,717
-11% -$211K 0.54% 55
2026
Q1 		$2.28M Sell
35,079
-650
-2% -$32.7K 0.9% 35
2025
Q4 		$1.47M Sell
35,729
-2,176
-6% -$90.8K 0.6% 51
2025
Q3 		$1.79M Sell
37,905
-2,467
-6% -$111K 0.81% 44
2025
Q2 		$1.7M Sell
40,372
-2,053
-5% -$85.8K 0.83% 40
2025
Q1 		$2.09M Sell
42,425
-8,185
-16% -$400K 1.11% 30
2024
Q4 		$2.5M Buy
50,610
+1,643
+3% +$83K 1.25% 28
2024
Q3 		$2.52M Sell
48,967
-1,194
-2% -$68.1K 1.26% 27
2024
Q2 		$3.16M Sell
50,161
-95
-0.2% -$6.09K 1.67% 14
2024
Q1 		$3.27M Buy
50,256
+206
+0.4% +$12.3K 1.71% 14
2023
Q4 		$2.99M Sell
50,050
-6,583
-12% -$402K 1.73% 14
2023
Q3 		$3.67M Sell
56,633
-3,190
-5% -$201K 2.57% 6
2023
Q2 		$3.52M Buy
59,823
+10,841
+22% +$650K 2.41% 6
2023
Q1 		$3.06M Buy
48,982
+23
+0% +$1.43K 2.36% 7
2022
Q4 		$3.08M Buy
+48,959
New +$3.33M 2.49% 6

Other funds holding OXY

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lodestone Wealth Management's OXY Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Occidental Petroleum (OXY) stake by 1.8% in Q3 2026, selling an estimated $32.2K and leaving 30,799 shares worth $1.7M. The position accounts for 0.57% of the portfolio, ranked #49.

Lodestone Wealth Management first reported a position in OXY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.67M in Q3 2023. 449 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Lodestone Wealth Management held 30,799 shares of Occidental Petroleum worth $1.7M as of Q3 2026.
  • Lodestone Wealth Management sold 563 Occidental Petroleum shares in Q3 2026, an estimated $32.2K.
  • Occidental Petroleum made up 0.57% of Lodestone Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Lodestone Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Occidental Petroleum position peaked at $3.67M in Q3 2023.
  • 449 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.