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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
Q2 		$211K Buy
4,341
+1,017
+31% +$57.7K 0.01% 519
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 $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

Retirement Planning Group (Kansas)'s OXY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Occidental Petroleum (OXY) stake by 31% in Q2 2026, buying an estimated $57.7K and bringing the position to 4,341 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #519.

Retirement Planning Group (Kansas) first reported a position in OXY in Q1 2018 and has held it in 23 quarters since. The position peaked at $559K in Q1 2018. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,341 shares of Occidental Petroleum worth $211K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 1,017 Occidental Petroleum shares in Q2 2026, an estimated $57.7K.
  • Occidental Petroleum made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #519 holding.
  • Retirement Planning Group (Kansas) first reported a position in Occidental Petroleum in Q1 2018 and has held it in 23 quarters since.
  • Retirement Planning Group (Kansas)'s Occidental Petroleum position peaked at $559K in Q1 2018.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.