JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in OXY — Occidental Petroleum Corp /De/
CIK 2122180
AMMON, ID
Position in OXY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$600,033
-$342,792 QoQ
Shares Held
12,354
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#592
of 1,232 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,395,430 across 2 Oil & Gas E&P names. OXY ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
7,651 | $795,397 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
This page
|
12,354 | $600,033 |
All Filings in OXY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,033 | 12,354 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $942,825 | 14,505 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,026,064 | 49,272 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||