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Retirement Planning Group (Kansas)’s Occidental Petroleum OXY Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$216K Buy
+3,324
New +$167K 0.01% 463
2025
Q4 		– Sell
-4,259
Closed -$201K – 435
2025
Q3 		$201K Buy
+4,259
New +$192K 0.01% 399
2025
Q1 		– Sell
-4,097
Closed -$202K – 313
2024
Q4 		$202K Buy
4,097
+49
+1% +$2.48K 0.01% 273
2024
Q3 		$209K Sell
4,048
-2
-0% -$114 0.01% 255
2024
Q2 		$255K Buy
4,050
+202
+5% +$13K 0.02% 211
2024
Q1 		$250K Hold
3,848
– – 0.02% 194
2023
Q4 		$230K Buy
3,848
+7
+0.2% +$427 0.02% 173
2023
Q3 		$249K Hold
3,841
– – 0.03% 136
2023
Q2 		$226K Hold
3,841
– – 0.02% 154
2023
Q1 		$240K Hold
3,841
– – 0.03% 129
2022
Q4 		$242K Hold
3,841
– – 0.03% 123
2022
Q3 		$236K Hold
3,841
– – 0.03% 116
2022
Q2 		$226K Hold
3,841
– – 0.03% 104
2022
Q1 		$218K Buy
+3,841
New +$170K 0.02% 103
2020
Q1 		– Sell
-5,770
Closed -$238K – 67
2019
Q4 		$238K Buy
5,770
+363
+7% +$14.5K 0.05% 68
2019
Q3 		$240K Hold
5,407
– – 0.05% 64
2019
Q2 		$272K Buy
5,407
+48
+0.9% +$2.7K 0.06% 56
2019
Q1 		$355K Sell
5,359
-20
-0.4% -$1.32K 0.09% 46
2018
Q4 		$330K Buy
5,379
+20
+0.4% +$1.41K 0.09% 46
2018
Q3 		$440K Hold
5,359
– – 0.11% 34
2018
Q2 		$448K Sell
5,359
-3,250
-38% -$260K 0.12% 33
2018
Q1 		$559K Buy
+8,609
New +$602K 0.15% 30

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Retirement Planning Group (Kansas)'s OXY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) opened a new position in Occidental Petroleum (OXY) in Q1 2026: 3,324 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in OXY as recently as Q3 2025.

Retirement Planning Group (Kansas) first reported a position in OXY in Q1 2018 and has held it in 22 quarters since. The position peaked at $559K in Q1 2018. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 3,324 shares of Occidental Petroleum worth $216K as of Q1 2026.
  • Occidental Petroleum was a new Retirement Planning Group (Kansas) position in Q1 2026.
  • Occidental Petroleum made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #463 holding.
  • Retirement Planning Group (Kansas) first reported a position in Occidental Petroleum in Q1 2018 and has held it in 22 quarters since.
  • Retirement Planning Group (Kansas)'s Occidental Petroleum position peaked at $559K in Q1 2018.
  • 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.