Comprehensive Financial Planning’s Occidental Petroleum OXY Stock Holding History

Comprehensive 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	$10.3K	Buy	213 +2	+0.9%	+$114	0.01%	283
2026 Q1	$13.8K	Buy	211 +1	+0.5%	+$50	0.01%	243
2025 Q4	$8.67K	Sell	210 -419	-67%	-$17.5K	0.01%	267
2025 Q3	$29.7K	Buy	629 +4	+0.6%	+$181	0.02%	190
2025 Q2	$26.3K	Sell	625 -617	-50%	-$25.8K	0.02%	181
2025 Q1	$61.3K	Sell	1,242 -140	-10%	-$6.83K	0.06%	123
2024 Q4	$68.3K	Buy	+1,382	New	+$69.8K	0.06%	142

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

Comprehensive Financial Planning's OXY Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Occidental Petroleum (OXY) stake by 0.95% in Q2 2026, buying an estimated $114 and bringing the position to 213 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #283.

Comprehensive Financial Planning first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.3K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Comprehensive Financial Planning held 213 shares of Occidental Petroleum worth $10.3K as of Q2 2026.
Comprehensive Financial Planning bought 2 Occidental Petroleum shares in Q2 2026, an estimated $114.
Occidental Petroleum made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #283 holding.
Comprehensive Financial Planning first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Occidental Petroleum position peaked at $68.3K in Q4 2024.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.