Position in OXY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$343,001
-$30,294 QoQ
Shares Held
7,062
+23.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#707
of 1,231 holders
Holding Since
Jun 2024
7 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, 2026Compound Planning, Inc. holds $7,307,915 across 12 Oil & Gas E&P names. OXY ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
19,227 | $1,998,838 | |
| 2 | EOG |
Eog Resources Inc
|
8,273 | $1,073,255 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
26,199 | $1,034,860 | |
| 4 | APA |
APA Corp
|
15,462 | $503,596 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
23,482 | $453,671 | |
| 6 | DVN |
Devon Energy Corp/De
|
10,159 | $419,769 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
2,149 | $377,750 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
This page
|
7,062 | $343,001 |
All Filings in OXY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,001 | 7,062 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $373,295 | 5,743 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $219,210 | 5,331 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $377,527 | 7,990 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $316,335 | 7,530 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,838 | 4,940 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $279,033 | 4,427 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||