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Creative Financial Designs’s Occidental Petroleum OXY Stock Holding History

Creative Financial Designs’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
Q1 		$145K Sell
2,236
-849
-28% -$42.7K 0.01% 598
2025
Q4 		$127K Sell
3,085
-21,687
-88% -$905K 0.01% 598
2025
Q3 		$1.17M Sell
24,772
-101,812
-80% -$4.6M 0.08% 211
2025
Q2 		$5.32M Buy
126,584
+9,861
+8% +$412K 0.38% 61
2025
Q1 		$5.76M Buy
116,723
+13,681
+13% +$668K 0.46% 45
2024
Q4 		$5.09M Buy
103,042
+18,313
+22% +$925K 0.41% 53
2024
Q3 		$4.37M Buy
84,729
+84,017
+11,800% +$4.79M 0.37% 62
2024
Q2 		$44.9K Buy
712
+405
+132% +$26K ﹤0.01% 771
2024
Q1 		$20K Buy
+307
New +$18.3K ﹤0.01% 970
2022
Q2 		– Sell
-150
Closed -$9K – 1304
2022
Q1 		$9K Hold
150
– – ﹤0.01% 932
2021
Q4 		$4K Sell
150
-887
-86% -$27.8K ﹤0.01% 1051
2021
Q3 		$31K Hold
1,037
– – 0.01% 745
2021
Q2 		$32K Buy
1,037
+275
+36% +$7.38K 0.01% 722
2021
Q1 		$20K Sell
762
-39
-5% -$976 ﹤0.01% 789
2020
Q4 		$14K Hold
801
– – ﹤0.01% 793
2020
Q3 		$8K Hold
801
– – ﹤0.01% 849
2020
Q2 		$15K Buy
+801
New +$12.6K ﹤0.01% 662
2019
Q4 		– Sell
-17
Closed -$1K – 600
2019
Q3 		$1K Buy
+17
New +$804 ﹤0.01% 602
2018
Q4 		– Sell
-23
Closed -$2K – 712
2018
Q3 		$2K Hold
23
– – ﹤0.01% 651
2018
Q2 		$2K Hold
23
– – ﹤0.01% 661
2018
Q1 		$1K Hold
23
– – ﹤0.01% 663
2017
Q4 		$1K Sell
23
-27
-54% -$1.83K ﹤0.01% 662
2017
Q3 		$2K Hold
50
– – ﹤0.01% 640
2017
Q2 		$2K Buy
50
+27
+117% +$1.65K ﹤0.01% 649
2017
Q1 		$0 Sell
23
-191
-89% -$12.7K ﹤0.01% 820
2016
Q4 		$14K Buy
+214
New +$15.2K 0.01% 361

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Creative Financial Designs's OXY Position: Q1 2026 in Review

Creative Financial Designs reduced its Occidental Petroleum (OXY) stake by 28% in Q1 2026, selling an estimated $42.7K and leaving 2,236 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #598.

Creative Financial Designs first reported a position in OXY in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.76M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Creative Financial Designs held 2,236 shares of Occidental Petroleum worth $145K as of Q1 2026.
  • Creative Financial Designs sold 849 Occidental Petroleum shares in Q1 2026, an estimated $42.7K.
  • Occidental Petroleum made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #598 holding.
  • Creative Financial Designs first reported a position in Occidental Petroleum in Q4 2016 and has held it in 26 quarters since.
  • Creative Financial Designs's Occidental Petroleum position peaked at $5.76M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.