Plante Moran Financial Advisors, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1424717
SOUTHFIELD, MI
Position in OXY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,714
-$3,286 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,108
of 1,231 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $226,011 across 21 Oil & Gas E&P names. OXY ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,387 | $144,192 | |
| 2 | KRP |
Kimbell Royalty Partners, LP
|
4,000 | $58,120 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
This page
|
200 | $9,714 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
15 | $2,636 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
134 | $2,588 | |
| 6 | MUR |
Murphy Oil Corp
|
59 | $1,921 | |
| 7 | CRC |
California Resources Corp
|
31 | $1,638 | |
| 8 | SM |
SM Energy Co
|
44 | $1,148 |
All Filings in OXY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,714 | 200 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,000 | 200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,210 | 224 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,584 | 224 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,410 | 224 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,872 | 200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,882 | 200 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $51,540 | 1,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $100,848 | 1,600 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,990 | 1,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $59,710 | 1,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $12,976 | 200 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,760 | 200 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,486 | 200 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $12,598 | 200 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $73,740 | 1,200 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $58,880 | 1,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $56,740 | 1,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,145 | 212 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $70,795 | 2,264 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $53,240 | 2,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $34,620 | 2,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $20,020 | 2,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,819 | 2,012 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $27,247 | 2,353 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||