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 $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's OXY Position: Q2 2026 in Review

Creative Planning increased its Occidental Petroleum (OXY) stake by 12% in Q2 2026, buying an estimated $2.16M and bringing the position to 361,111 shares worth $17.5M. The position accounts for 0.01% of the portfolio, ranked #571.

Creative Planning first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $21M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Creative Planning held 361,111 shares of Occidental Petroleum worth $17.5M as of Q2 2026.
Creative Planning bought 38,010 Occidental Petroleum shares in Q2 2026, an estimated $2.16M.
Occidental Petroleum made up 0.01% of Creative Planning's portfolio in Q2 2026, its #571 holding.
Creative Planning first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Occidental Petroleum position peaked at $21M in Q1 2026.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.