Creative Planning’s Occidental Petroleum OXY Stock Holding History

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

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.