OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN
Investment Model Portfolios

Occidental Petroleum Corporation, together with its subsidiaries, operates as an oil and gas exploration and production company primarily in the United States. The company operates in three segments: Oil and Gas; Chemical; and Midstream, Marketing, and Other.

Investment options of OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN

Total Available Funds: 13
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Value CIVIX Causeway Cap Mgmt. Intl Value Inst’l
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
ROOT unknow Lehman Liquidating Trust
ROOT unknow Advent Unit Master Trust
US EQUITY
LARGE GROWTH FMAGX Fidelity Magellan Fund Inc Open End Fund
LARGE GROWTH HACAX Hbr Fund Cap Appreciation Fund
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Inst’l Fund
LARGE BLEND VFINX Vanguard S&P 500
MID-CAP VALUE ABSIX Alliance Bernstein Small Cap Units
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Inst’l
High Yield Bond PHIYX Pimco High Yield Fund
SHORT GOVERNMENT STABLEVALUE Invesco Stable Value Fund
REAL ESTATE
REAL ESTATE VGSIX Vanguard Specialized Portfolios Reit Infex Fund Inst’l

Investment model portfolios

We provide two types of investment model portfolios for OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
OCCIDENTAL PETROLEUM CORPORATION SAVINGS PLAN Tactical Asset Allocation Moderate NA 37.70% 14.76% 14.91% 10.77% 10.73% 10.47% 10.01%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%