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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → OXY
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC OXY Position History
Occidental Petroleum Corporation • Energy
Quarters held
8
Latest value
$340K
Q3 2026
Peak value
$1.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $186K |
| Q1 2026 | $722K |
| Q1 2026 | $221K |
| Q2 2026 | $209K |
| Q2 2026 | $391K |
| Q3 2026 | $450K |
| Q3 2026 | $340K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340K | 6.2K | — | — |
| Q3 2026 | $450K | 8.1K | — | — |
| Q2 2026 | $391K | 8.1K | — | — |
| Q2 2026 | $209K | 4.3K | — | — |
| Q1 2026 | $221K | 3.4K | — | — |
| Q1 2026 | $722K | 11.1K | — | — |
| Q4 2025 | $186K | 4.5K | — | — |
| Q4 2025 | $1.8M | 44.8K | — | — |
Other funds holding OXY
$17.2B
$16.1B
$16.1B
$14.6B
$14.5B
$14.5B
$13.2B
$13.2B