Lodestone Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
40,372
-2,053
| -5% | -$86.2K | 0.83% | 40 |
|
|
2025
Q1 | $2.09M | Sell |
42,425
-8,185
| -16% | -$404K | 1.11% | 30 |
|
|
2024
Q4 | $2.5M | Buy |
50,610
+1,643
| +3% | +$81.2K | 1.25% | 28 |
|
|
2024
Q3 | $2.52M | Sell |
48,967
-1,194
| -2% | -$61.5K | 1.26% | 27 |
|
|
2024
Q2 | $3.16M | Sell |
50,161
-95
| -0.2% | -$5.99K | 1.67% | 14 |
|
|
2024
Q1 | $3.27M | Buy |
50,256
+206
| +0.4% | +$13.4K | 1.71% | 14 |
|
|
2023
Q4 | $2.99M | Sell |
50,050
-6,583
| -12% | -$393K | 1.73% | 14 |
|
|
2023
Q3 | $3.67M | Sell |
56,633
-3,190
| -5% | -$207K | 2.57% | 6 |
|
|
2023
Q2 | $3.52M | Buy |
59,823
+10,841
| +22% | +$637K | 2.41% | 6 |
|
|
2023
Q1 | $3.06M | Buy |
48,982
+23
| +0% | +$1.44K | 2.36% | 7 |
|
|
2022
Q4 | $3.08M | Buy |
+48,959
| New | +$3.08M | 2.49% | 6 |
|