Action Point Financial Planning’s Occidental Petroleum OXY Stock Holding History

Action Point Financial Planning’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
2026 Q2	$30.6K	Buy	+634	New	+$36K	﹤0.01%	985

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's OXY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Occidental Petroleum (OXY) in Q2 2026: 634 shares worth $30.6K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

1,231 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Action Point Financial Planning held 634 shares of Occidental Petroleum worth $30.6K as of Q2 2026.
Occidental Petroleum was a new Action Point Financial Planning position in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #985 holding.
1,231 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.