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LWA
Lowe Wealth Advisors’s
Occidental Petroleum
OXY
Stock Holding History
Lowe Wealth Advisors’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
Q3
$6.14K
Hold
130
–
–
﹤0.01%
276
2025
Q2
$5.46K
Hold
130
–
–
﹤0.01%
278
2025
Q1
$6.42K
Sell
130
-70
-35%
-$3.42K
﹤0.01%
272
2024
Q4
$9.88K
Hold
200
–
–
﹤0.01%
235
2024
Q3
$10.3K
Hold
200
–
–
﹤0.01%
221
2024
Q2
$12.6K
Hold
200
–
–
0.01%
205
2024
Q1
$13K
Hold
200
–
–
0.01%
197
2023
Q4
$11.9K
Buy
200
+20
+11%
+$1.22K
0.01%
199
2023
Q3
$11.7K
Sell
180
-1,295
-88%
-$81.5K
0.01%
194
2023
Q2
$86.7K
Buy
1,475
+1,325
+883%
+$79.5K
0.04%
84
2023
Q1
$9.37K
Buy
+150
New
+$9.32K
0.01%
213
2020
Q3
–
Sell
-600
Closed
-$11K
–
282
2020
Q2
$11K
Hold
600
–
–
0.01%
148
2020
Q1
$7K
Buy
+600
New
+$19.7K
﹤0.01%
174
2018
Q4
–
Sell
-50
Closed
-$4K
–
293
2018
Q3
$4K
Buy
+50
New
+$4.04K
﹤0.01%
211
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
HHII
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$20B AUM
9.66%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
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$34.9B AUM
18.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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