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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
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.