Creative Planning’s Occidental Petroleum OXY Stock Holding History

Creative 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
2025 Q3	–	Sell	-300	Closed	-$31	–	3988
2025 Q2	$31	Buy	+300	New	+$12.5K	﹤0.01%	3676
2021 Q2	–	Sell	-1,100	Closed	-$19K	–	2443
2021 Q1	$19K	Sell	1,100 -300	-21%	-$7.5K	﹤0.01%	2441
2020 Q4	$10K	Buy	+1,400	New	+$19.2K	﹤0.01%	2227
2020 Q2	–	Sell	-10,000	Closed	-$5K	–	2099
2020 Q1	$5K	Buy	+10,000	New	+$328K	﹤0.01%	1798
2019 Q3	–	Sell	-1,000	Closed	-$1K	–	2075
2019 Q2	$1K	Buy	+1,000	New	+$56.3K	﹤0.01%	2003
2018 Q4	–	Sell	-400	Closed	-$2K	–	2065
2018 Q3	$2K	Buy	+400	New	+$32.3K	﹤0.01%	2039

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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 Planning's OXY Position: Q1 2026 in Review

Creative Planning increased its Occidental Petroleum (OXY) stake by 41% in Q1 2026, buying an estimated $4.73M and bringing the position to 323,101 shares worth $21M. The position accounts for 0.01% of the portfolio, ranked #420.

Creative Planning first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Creative Planning held 323,101 shares of Occidental Petroleum worth $21M as of Q1 2026.
Creative Planning bought 94,129 Occidental Petroleum shares in Q1 2026, an estimated $4.73M.
Occidental Petroleum made up 0.01% of Creative Planning's portfolio in Q1 2026, its #420 holding.
Creative Planning first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.