Creative Planning
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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
2021
Q2 		– Sell
-400
Closed -$1K – 2444
2021
Q1 		$1K Buy
+400
New +$10K ﹤0.01% 2595
2015
Q1 		– Sell
-200
Closed -$1K – 4349
2014
Q4 		$1K Buy
+200
New +$16.6K ﹤0.01% 3991

Other funds holding OXY

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
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. 534 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.
  • 534 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.