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Plante Moran Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Plante Moran Financial Advisors’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 		$9.71K Hold
200
– – ﹤0.01% 563
2026
Q1 		$13K Sell
200
-24
-11% -$1.21K ﹤0.01% 492
2025
Q4 		$9.21K Hold
224
– – ﹤0.01% 571
2025
Q3 		$10.6K Hold
224
– – ﹤0.01% 540
2025
Q2 		$9.41K Buy
224
+24
+12% +$1K ﹤0.01% 569
2025
Q1 		$9.87K Hold
200
– – ﹤0.01% 571
2024
Q4 		$9.88K Sell
200
-800
-80% -$40.4K ﹤0.01% 576
2024
Q3 		$51.5K Sell
1,000
-600
-38% -$34.2K ﹤0.01% 379
2024
Q2 		$101K Buy
1,600
+600
+60% +$38.5K 0.01% 243
2024
Q1 		$65K Hold
1,000
– – 0.01% 304
2023
Q4 		$59.7K Buy
1,000
+800
+400% +$48.8K 0.01% 301
2023
Q3 		$13K Hold
200
– – ﹤0.01% 503
2023
Q2 		$11.8K Hold
200
– – ﹤0.01% 530
2023
Q1 		$12.5K Hold
200
– – ﹤0.01% 526
2022
Q4 		$12.6K Sell
200
-1,000
-83% -$68.1K ﹤0.01% 545
2022
Q3 		$74K Buy
1,200
+200
+20% +$12.8K 0.01% 248
2022
Q2 		$59K Hold
1,000
– – 0.01% 289
2022
Q1 		$57K Buy
1,000
+788
+372% +$34.8K 0.01% 313
2021
Q4 		$6K Buy
+212
New +$6.65K ﹤0.01% 789
2021
Q3 		– Sell
-2,264
Closed -$71K – 994
2021
Q2 		$71K Buy
2,264
+264
+13% +$7.08K 0.02% 304
2021
Q1 		$53K Hold
2,000
– – 0.01% 351
2020
Q4 		$35K Hold
2,000
– – 0.01% 417
2020
Q3 		$20K Sell
2,000
-12
-0.6% -$169 0.01% 494
2020
Q2 		$37K Sell
2,012
-341
-14% -$5.37K 0.01% 334
2020
Q1 		$27K Buy
2,353
+1,293
+122% +$42.5K 0.01% 343
2019
Q4 		$44K Hold
1,060
– – 0.02% 344
2019
Q3 		$47K Sell
1,060
-617
-37% -$29.2K 0.01% 347
2019
Q2 		$84K Buy
1,677
+79
+5% +$4.45K 0.03% 248
2019
Q1 		$106K Buy
1,598
+553
+53% +$36.4K 0.03% 214
2018
Q4 		$64K Buy
1,045
+245
+31% +$17.2K 0.02% 259
2018
Q3 		$66K Hold
800
– – 0.02% 262
2018
Q2 		$67K Sell
800
-35
-4% -$2.8K 0.03% 278
2018
Q1 		$54K Sell
835
-187
-18% -$13.1K 0.03% 330
2017
Q4 		$75K Sell
1,022
-812
-44% -$55.1K 0.04% 270
2017
Q3 		$118K Sell
1,834
-400
-18% -$24.4K 0.07% 179
2017
Q2 		$134K Sell
2,234
-1,200
-35% -$73.5K 0.08% 165
2017
Q1 		$218K Buy
3,434
+677
+25% +$45K 0.13% 121
2016
Q4 		$196K Sell
2,757
-27
-1% -$1.92K 0.12% 124
2016
Q3 		$203K Buy
2,784
+448
+19% +$33.5K 0.14% 118
2016
Q2 		$177K Sell
2,336
-340
-13% -$25.4K 0.13% 125
2016
Q1 		$183K Buy
2,676
+148
+6% +$9.92K 0.14% 120
2015
Q4 		$171K Sell
2,528
-694
-22% -$49.9K 0.13% 124
2015
Q3 		$213K Buy
3,222
+15
+0.5% +$1.05K 0.17% 102
2015
Q2 		$249K Buy
3,207
+778
+32% +$60.8K 0.18% 94
2015
Q1 		$177K Sell
2,429
-160
-6% -$12.4K 0.12% 122
2014
Q4 		$208K Sell
2,589
-917
-26% -$76.1K 0.15% 101
2014
Q3 		$323K Buy
3,506
+492
+16% +$47.2K 0.28% 67
2014
Q2 		$296K Buy
3,014
+1,877
+165% +$176K 0.27% 67
2014
Q1 		$104K Sell
1,137
-462
-29% -$41.3K 0.11% 114
2013
Q4 		$146K Buy
1,599
+748
+88% +$68.3K 0.08% 112
2013
Q3 		$76K Buy
851
+16
+2% +$1.38K 0.05% 144
2013
Q2 		$71K Buy
+835
New +$70.5K 0.05% 131

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Plante Moran Financial Advisors's OXY Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 200 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Plante Moran Financial Advisors first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. The position peaked at $323K in Q3 2014. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Plante Moran Financial Advisors held 200 shares of Occidental Petroleum worth $9.71K as of Q2 2026.
  • Plante Moran Financial Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #563 holding.
  • Plante Moran Financial Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Occidental Petroleum position peaked at $323K in Q3 2014.
  • 676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.