Position in OXY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$21,001,565
+$11,586,237 QoQ
Shares Held
323,101
+41.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6821396405458355.ToString("F0")%
Shared 0.ToString("F0")%
None 99.31786035945417.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Jun 30, 2025CallValue
$12,603
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 Mar 31, 2026Creative Planning holds $333,916,837 across 46 Oil & Gas E&P names. OXY ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
402,698 | $53,156,136 | |
| 2 | EOG |
Eog Resources Inc
|
183,303 | $26,500,113 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
This page
|
323,101 | $21,001,565 | |
| 4 | DVN |
Devon Energy Corp/De
|
409,700 | $20,616,103 | |
| 5 | TPL |
Texas Pacific Land Corp
|
34,823 | $16,525,602 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
308,752 | $15,045,484 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
74,716 | $14,778,076 | |
| 8 | MGY |
Magnolia Oil & Gas Corp
|
430,579 | $13,593,378 |
All Filings in OXY
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $12,603 | 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 | $10,648 | 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 | $115,800 | 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. | ||||||