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BFC Planning, Inc.’s Occidental Petroleum OXY Stock Holding History

BFC Planning, Inc.’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
2026
Q2 		$137K Sell
2,824
-1,183
-30% -$67.2K 0.01% 1093
2026
Q1 		$260K Sell
4,007
-118
-3% -$5.93K 0.01% 790
2025
Q4 		$170K Sell
4,125
-1,139
-22% -$47.5K 0.01% 932
2025
Q3 		$249K Buy
5,264
+660
+14% +$29.8K 0.02% 598
2025
Q2 		$193K Sell
4,604
-1,179
-20% -$49.3K 0.02% 650
2025
Q1 		$286K Sell
5,783
-474
-8% -$23.1K 0.03% 486
2024
Q4 		$309K Buy
+6,257
New +$316K 0.03% 466

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BFC Planning, Inc.'s OXY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Occidental Petroleum (OXY) stake by 30% in Q2 2026, selling an estimated $67.2K and leaving 2,824 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #1093.

BFC Planning, Inc. first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2024. 1,248 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • BFC Planning, Inc. held 2,824 shares of Occidental Petroleum worth $137K as of Q2 2026.
  • BFC Planning, Inc. sold 1,183 Occidental Petroleum shares in Q2 2026, an estimated $67.2K.
  • Occidental Petroleum made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1093 holding.
  • BFC Planning, Inc. first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Occidental Petroleum position peaked at $309K in Q4 2024.
  • 1,248 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.