Back to OXY
Lodestone Wealth Management LLC → OXY
Lodestone Wealth Management LLC OXY Position History
Occidental Petroleum Corporation • Energy
Quarters held
12
Latest value
$1.5M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $203K |
| Q3 2025 | $1.6M |
| Q4 2025 | $142K |
| Q4 2025 | $1.3M |
| Q1 2026 | $224K |
| Q1 2026 | $2.1M |
| Q1 2026 | $224K |
| Q1 2026 | $2.1M |
| Q2 2026 | $155K |
| Q2 2026 | $1.4M |
| Q3 2026 | $177K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 27.6K | — | — |
| Q3 2026 | $177K | 3.2K | — | — |
| Q2 2026 | $1.4M | 28.2K | — | — |
| Q2 2026 | $155K | 3.2K | — | — |
| Q1 2026 | $2.1M | 31.6K | — | — |
| Q1 2026 | $224K | 3.5K | — | — |
| Q1 2026 | $2.1M | 31.6K | — | — |
| Q1 2026 | $224K | 3.5K | — | — |
| Q4 2025 | $1.3M | 32.3K | — | — |
| Q4 2025 | $142K | 3.4K | — | — |
| Q3 2025 | $1.6M | 33.6K | — | — |
| Q3 2025 | $203K | 4.3K | — | — |
Other funds holding OXY
$17.2B
$16.1B
$16.1B
$14.6B
$14.5B
$14.5B
$13.2B
$13.2B