Position in OXY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,539,160
-$3,462,405 QoQ
Shares Held
361,111
+11.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#124
of 1,232 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Jun 30, 2025CallValue
$31
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Creative Planning holds $350,842,306 across 45 Oil & Gas E&P names. OXY ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
411,196 | $42,747,935 | |
| 2 | EOG |
Eog Resources Inc
|
286,428 | $37,158,304 | |
| 3 | DVN |
Devon Energy Corp/De
|
548,051 | $22,645,466 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
361,111 | $17,539,160 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
423,575 | $16,731,212 | |
| 6 | TPL |
Texas Pacific Land Corp
|
37,295 | $16,321,782 | |
| 7 | MGY |
Magnolia Oil & Gas Corp
|
633,423 | $16,202,960 | |
| 8 | PR |
Permian Resources Corp
|
853,833 | $15,719,064 |
All Filings in OXY
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,539,160 | 361,111 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,001,565 | 323,101 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,415,328 | 228,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,542,605 | 286,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,454,752 | 320,275 | Shares | Defined | 2025-08-08 | |
| 2025-06-30 | $31 | 300 | Call | Sole | 2025-08-08 | |
| 2025-03-31 | $7,860,677 | 159,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,940,550 | 201,185 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,752,541 | 247,430 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,081,638 | 128,219 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,381,434 | 128,965 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,525,954 | 159,537 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,601,850 | 147,994 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $7,083,635 | 120,470 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,880,093 | 94,187 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,724,182 | 106,750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,466,925 | 154,059 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,743,562 | 148,498 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,444,231 | 131,199 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,624,561 | 125,028 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,806,946 | 128,700 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,287,993 | 73,169 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $156,350 | 5,000 | Put | Sole | 2021-08-04 | |
| 2021-03-31 | $3,363,996 | 126,371 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $1,000 | 400 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $29,282 | 1,100 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $24,234 | 1,400 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $2,333,734 | 134,820 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,035,843 | 203,381 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,325,732 | 181,734 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,000 | 10,000 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $1,548,014 | 133,680 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||