LANE BROTHERS & CO INC OXY — OCCIDENTAL PETE CORP

Ownership history in LANE BROTHERS & CO INC  ·  4 quarters on record

AI Ownership Summary

LANE BROTHERS & CO INC reported OCCIDENTAL PETE CORP (OXY) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows OXY at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OXY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANE BROTHERS & CO INC's position in OCCIDENTAL PETE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OXY was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LANE BROTHERS & CO INC held OXY — position size vs. price
% of Fund (quarterly)    OXY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 5,350 -100 -1.8% 0.30% $296K 2026-11-02 $60.72
2026 Q2 REDUCED 18.0% +16.0% ❌ 5,450 -1,200 -18.0% 0.17% $265K 2026-08-05 $53.56
2026 Q1 UNCHANGED — — — 6,650 — 0% 0.32% $432K 2026-05-05 $58.80
2025 Q4 INITIATED — — — 6,650 — — 0.20% $273K 2026-03-13 $57.35

FAQ About LANE BROTHERS & CO INC and OXY

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANE BROTHERS & CO INC reported owning OXY?

LANE BROTHERS & CO INC reported OXY across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported OXY position in LANE BROTHERS & CO INC's portfolio?

The largest reported portfolio weight for OXY was 0.32% in 2026 Q1.

What is the latest reported OXY position on this page?

The most recent filing on this page is 2026 Q3, when LANE BROTHERS & CO INC reported 5,350 shares, equal to 0.30% of portfolio, with an estimated market value of $296K.

What does the chart on this OXY ownership page compare?

The chart compares LANE BROTHERS & CO INC's quarterly OXY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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