Planning Strategies Inc.’s Occidental Petroleum OXY Stock Holding History

Planning Strategies Inc.’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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Planning Strategies Inc.'s OXY Position: Q2 2026 in Review

Planning Strategies Inc. 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.

417 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

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

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