Asset Planning,Inc

Position in OXY — Occidental Petroleum Corp /De/

CIK 2048547 LOS ALAMITOS, CA

Position in OXY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,905

-$1,660 QoQ

Shares Held

101

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,140

of 1,232 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Asset Planning,Inc holds $130,306 across 6 Oil & Gas E&P names. OXY ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	1,448	$59,831
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	900	$35,550
3	UNTC	UNIT CORP	440	$13,767
4	COP	Conocophillips	116	$12,059
5	OXY	Occidental Petroleum Corp /De/ This page	101	$4,905
6	EXE	EXPAND ENERGY Corp	46	$4,194

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,905	101	0.0%	Shares	Sole	2026-07-27
2026-03-31	$6,565	101	0.0%	Shares	Sole	2026-04-23
2025-12-31	$4,153	101	0.0%	Shares	Sole	2026-02-03
2025-09-30	$4,772	101	0.0%	Shares	Sole	2025-10-23
2025-06-30	$4,243	101	0.0%	Shares	Sole	2025-07-25
2025-03-31	$4,985	101	0.0%	Shares	Sole	2025-05-08
2024-12-31	$4,990	101	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.