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Cornerstone Planning Group’s Occidental Petroleum OXY Stock Holding History

Cornerstone Planning Group’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 		$11.5K Sell
200
-37
-16% -$2.1K ﹤0.01% 847
2026
Q1 		$14K Buy
237
+74
+45% +$3.72K ﹤0.01% 792
2025
Q4 		$7.3K Buy
163
+148
+987% +$6.18K ﹤0.01% 872
2025
Q3 		$284 Sell
15
-138
-90% -$6.24K ﹤0.01% 1588
2025
Q2 		$6.58K Buy
153
+20
+15% +$836 ﹤0.01% 657
2025
Q1 		$5.31K Buy
133
+84
+171% +$4.1K ﹤0.01% 715
2024
Q4 		$2.43K Buy
49
+36
+277% +$1.82K ﹤0.01% 740
2024
Q3 		$651 Sell
13
-23
-64% -$1.31K ﹤0.01% 1035
2024
Q2 		$2.02K Buy
36
+25
+227% +$1.6K ﹤0.01% 767
2024
Q1 		$646 Buy
11
+3
+38% +$179 ﹤0.01% 870
2023
Q4 		$478 Hold
8
– – ﹤0.01% 782
2023
Q3 		$519 Buy
+8
New +$503 ﹤0.01% 885
2022
Q4 		$1.51K Buy
+23
New +$1.57K ﹤0.01% 1264

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's OXY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Occidental Petroleum (OXY) stake by 16% in Q2 2026, selling an estimated $2.1K and leaving 200 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Cornerstone Planning Group first reported a position in OXY in Q4 2022 and has held it in 13 quarters since. The position peaked at $14K in Q1 2026. 742 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cornerstone Planning Group held 200 shares of Occidental Petroleum worth $11.5K as of Q2 2026.
  • Cornerstone Planning Group sold 37 Occidental Petroleum shares in Q2 2026, an estimated $2.1K.
  • Occidental Petroleum made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #847 holding.
  • Cornerstone Planning Group first reported a position in Occidental Petroleum in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Occidental Petroleum position peaked at $14K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.