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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
Q2 		$108K Sell
2,221
-15
-0.7% -$852 0.01% 780
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 $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Financial Designs's OXY Position: Q2 2026 in Review

Creative Financial Designs reduced its Occidental Petroleum (OXY) stake by 0.67% in Q2 2026, selling an estimated $852 and leaving 2,221 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #780.

Creative Financial Designs first reported a position in OXY in Q4 2016 and has held it in 27 quarters since. The position peaked at $5.76M in Q1 2025. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Creative Financial Designs held 2,221 shares of Occidental Petroleum worth $108K as of Q2 2026.
  • Creative Financial Designs sold 15 Occidental Petroleum shares in Q2 2026, an estimated $852.
  • Occidental Petroleum made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #780 holding.
  • Creative Financial Designs first reported a position in Occidental Petroleum in Q4 2016 and has held it in 27 quarters since.
  • Creative Financial Designs's Occidental Petroleum position peaked at $5.76M in Q1 2025.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.