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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning's OXY Position: Q3 2026 in Review

Creative Planning increased its Occidental Petroleum (OXY) stake by 53% in Q3 2026, buying an estimated $11M and bringing the position to 552,829 shares worth $30.6M. The position accounts for 0.02% of the portfolio, ranked #385.

Creative Planning first reported a position in OXY in Q2 2013 and has held it in 54 quarters since. 519 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Creative Planning held 552,829 shares of Occidental Petroleum worth $30.6M as of Q3 2026.
Creative Planning bought 191,718 Occidental Petroleum shares in Q3 2026, an estimated $11M.
Occidental Petroleum made up 0.02% of Creative Planning's portfolio in Q3 2026, its #385 holding.
Creative Planning first reported a position in Occidental Petroleum in Q2 2013 and has held it in 54 quarters since.
519 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.