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Lodestone Wealth Management LLC: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lodestone Wealth Management LLC on OXY, newest first. How the timeline and the estimate are built.

Lodestone Wealth Management LLC held 31,362 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,362 shares
    Change vs previous 13F -3,717 shares

    0.54% of the 13F portfolio, value $1,523,233.

    13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 35,079 shares
    Change vs previous 13F -650 shares

    0.9% of the 13F portfolio, value $2,280,104.

    13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,729 shares
    Change vs previous 13F -2,176 shares

    0.6% of the 13F portfolio, value $1,469,167.

    13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,905 shares
    Change vs previous 13F -2,467 shares

    0.81% of the 13F portfolio, value $1,791,007.

    13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,372 shares
    Change vs previous 13F -2,053 shares

    0.83% of the 13F portfolio, value $1,696,041.

    13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,425 shares
    Change vs previous 13F -8,185 shares

    1.11% of the 13F portfolio, value $2,094,098.

    13F-HR 0001950158-25-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,610 shares
    Change vs previous 13F +1,643 shares

    1.25% of the 13F portfolio, value $2,500,662.

    13F-HR 0001950158-25-000001 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,967 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,523,755.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).