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PlanVest Financial’s Occidental Petroleum OXY Stock Holding History

PlanVest Financial’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 		$26.3K Hold
542
– – 0.02% 304
2026
Q1 		$35.2K Buy
+542
New +$27.3K 0.03% 253

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

PlanVest Financial's OXY Position: Q2 2026 in Review

PlanVest Financial held its Occidental Petroleum (OXY) position steady in Q2 2026 at 542 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #304.

PlanVest Financial first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.2K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • PlanVest Financial held 542 shares of Occidental Petroleum worth $26.3K as of Q2 2026.
  • PlanVest Financial left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #304 holding.
  • PlanVest Financial first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Occidental Petroleum position peaked at $35.2K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.