XY Planning Network’s Occidental Petroleum OXY Stock Holding History

XY Planning Network’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 Q3	$252K	Buy	+4,560	New	+$261K	0.03%	346

Other funds holding OXY

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

XY Planning Network's OXY Position: Q3 2026 in Review

XY Planning Network opened a new position in Occidental Petroleum (OXY) in Q3 2026: 4,560 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #346 among its holdings.

477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

XY Planning Network held 4,560 shares of Occidental Petroleum worth $252K as of Q3 2026.
Occidental Petroleum was a new XY Planning Network position in Q3 2026.
Occidental Petroleum made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #346 holding.
477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.