PDS Planning’s Occidental Petroleum OXY Stock Holding History

PDS 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
2026 Q2	–	Sell	-3,855	Closed	-$251K	–	621
2026 Q1	$251K	Buy	+3,855	New	+$194K	0.02%	443

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PDS Planning's OXY Position: Q2 2026 in Review

PDS Planning sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,855 shares — an estimated $251K sold.

PDS Planning first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

PDS Planning reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
PDS Planning sold 3,855 Occidental Petroleum shares in Q2 2026, an estimated $251K.
PDS Planning first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
PDS Planning's Occidental Petroleum position peaked at $251K in Q1 2026.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.