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

BFC Planning, Inc.’s Portfolio OXY.WS Stock Details OXY.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.12K	Buy	124 +77	+164%	+$2.71K	﹤0.01%	2761
2026 Q2	$1.25K	Sell	47 -85	-64%	-$2.96K	﹤0.01%	3101
2026 Q1	$5.66K	Sell	132 -3	-2%	-$85	﹤0.01%	2262
2025 Q4	$2.6K	Buy	135 +3	+2%	+$60	﹤0.01%	2561
2025 Q3	$3.37K	Hold	132	–	–	﹤0.01%	2326
2025 Q2	$2.73K	Sell	132 -3	-2%	-$62	﹤0.01%	2232
2025 Q1	$3.74K	Sell	135 -33	-20%	-$895	﹤0.01%	2122
2024 Q4	$4.63K	Hold	168	–	–	﹤0.01%	2046
2024 Q3	$4.99K	Buy	+168	New	+$5.9K	﹤0.01%	2009

Other funds holding OXY.WS

Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return

OnyxPoint Global Management New York $502M AUM 117.59% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFC Planning, Inc.'s OXY.WS Position: Q3 2026 in Review

BFC Planning, Inc. increased its Occidental Petroleum Corp Warrants (OXY.WS) stake by 164% in Q3 2026, buying an estimated $2.71K and bringing the position to 124 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

BFC Planning, Inc. first reported a position in OXY.WS in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.66K in Q1 2026. 228 funds tracked by Wall St. Rank hold OXY.WS as of Q3 2026.

BFC Planning, Inc. held 124 shares of Occidental Petroleum Corp Warrants worth $4.12K as of Q3 2026.
BFC Planning, Inc. bought 77 Occidental Petroleum Corp Warrants shares in Q3 2026, an estimated $2.71K.
Occidental Petroleum Corp Warrants made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2761 holding.
BFC Planning, Inc. first reported a position in Occidental Petroleum Corp Warrants in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Occidental Petroleum Corp Warrants position peaked at $5.66K in Q1 2026.
228 funds tracked by Wall St. Rank held Occidental Petroleum Corp Warrants as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.