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Planning Strategies’s Occidental Petroleum OXY Stock Holding History

Planning Strategies’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 		$10.2K Buy
+211
New +$12K 0.01% 320

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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Planning Strategies's OXY Position: Q2 2026 in Review

Planning Strategies opened a new position in Occidental Petroleum (OXY) in Q2 2026: 211 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings.

1,159 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Planning Strategies held 211 shares of Occidental Petroleum worth $10.2K as of Q2 2026.
  • Occidental Petroleum was a new Planning Strategies position in Q2 2026.
  • Occidental Petroleum made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #320 holding.
  • 1,159 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.