Lodestone Wealth Management LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1950158
SPOKANE, WA
Position in OXY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,523,251
-$756,884 QoQ
Shares Held
31,362
-10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#406
of 1,232 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Lodestone Wealth Management LLC holds $7,261,182 across 6 Oil & Gas E&P names. OXY ranks #3 (21.0% of the industry book) .
All Filings in OXY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,523,251 | 31,362 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,280,135 | 35,079 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,469,175 | 35,729 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,791,011 | 37,905 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,696,027 | 40,372 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,094,097 | 42,425 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $2,500,639 | 50,610 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $2,523,759 | 48,967 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $3,161,647 | 50,161 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $3,266,137 | 50,256 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,988,485 | 50,050 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $3,674,348 | 56,633 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,517,592 | 59,823 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,057,945 | 48,982 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,083,927 | 48,959 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||