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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
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

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Lodestone Wealth Management's OXY Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Occidental Petroleum (OXY) stake by 11% in Q2 2026, selling an estimated $211K and leaving 31,362 shares worth $1.52M. The position accounts for 0.54% of the portfolio, ranked #55.

Lodestone Wealth Management first reported a position in OXY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.67M in Q3 2023. 407 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Lodestone Wealth Management held 31,362 shares of Occidental Petroleum worth $1.52M as of Q2 2026.
  • Lodestone Wealth Management sold 3,717 Occidental Petroleum shares in Q2 2026, an estimated $211K.
  • Occidental Petroleum made up 0.54% of Lodestone Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Lodestone Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Occidental Petroleum position peaked at $3.67M in Q3 2023.
  • 407 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.