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

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Lowe Wealth Advisors's OXY Position: Q3 2025 in Review

Lowe Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q3 2025 at 130 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Lowe Wealth Advisors first reported a position in OXY in Q3 2018 and has held it in 14 quarters since. The position peaked at $86.7K in Q2 2023. 1,153 funds tracked by Wall St. Rank hold OXY as of Q3 2025.

Lowe Wealth Advisors held 130 shares of Occidental Petroleum worth $6.14K as of Q3 2025.
Lowe Wealth Advisors left its Occidental Petroleum share count unchanged in Q3 2025.
Occidental Petroleum made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #276 holding.
Lowe Wealth Advisors first reported a position in Occidental Petroleum in Q3 2018 and has held it in 14 quarters since.
Lowe Wealth Advisors's Occidental Petroleum position peaked at $86.7K in Q2 2023.
1,153 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.