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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OXY holding history

Occidental Petroleum Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OXY overviewAll 13F holders of OXYFull Q2 2026 holdings

Shares (Q2 2026)
361,111
Value
$17.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OXY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026361,111$17.5M<0.1%+38,010+11.8%AddedHolders
Q1 2026323,101$21.0M<0.1%+94,129+41.1%AddedHolders
Q4 2025228,972$9.42M<0.1%−57,644−20.1%ReducedHolders
Q3 2025286,616$13.5M<0.1%−33,659−10.5%ReducedHolders
Q2 2025320,275$13.5M<0.1%+161,023+101.1%AddedHolders
Q1 2025159,252$7.86M<0.1%−41,933−20.8%ReducedHolders
Q4 2024201,185$9.94M<0.1%−46,245−18.7%ReducedHolders
Q3 2024247,430$12.8M<0.1%+119,211+93.0%AddedHolders
Q2 2024128,219$8.08M<0.1%−746−0.6%ReducedHolders
Q1 2024128,965$8.38M<0.1%−30,572−19.2%ReducedHolders
Q4 2023159,537$9.53M<0.1%+11,543+7.8%AddedHolders
Q3 2023147,994$9.60M<0.1%+27,524+22.8%AddedHolders
Q2 2023120,470$7.08M<0.1%+26,283+27.9%AddedHolders
Q1 202394,187$5.88M<0.1%−12,563−11.8%ReducedHolders
Q4 2022106,750$6.72M<0.1%−47,309−30.7%ReducedHolders
Q3 2022154,059$9.47M<0.1%+5,561+3.7%AddedHolders
Q2 2022148,498$8.74M<0.1%+17,299+13.2%AddedHolders
Q1 2022131,199$7.44M<0.1%+6,171+4.9%AddedHolders
Q4 2021125,028$3.63M<0.1%−3,672−2.9%ReducedHolders
Q3 2021128,700$3.81M<0.1%+55,531+75.9%AddedHolders
Q2 202173,169$2.29M<0.1%−53,202−42.1%ReducedHolders
Q1 2021126,371$3.36M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.