Occidental Petroleum Corp
OXY- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000797468
No open-market purchases or sales by Occidental Petroleum Corp insiders were filed in the last 90 days; 1,243 institutions reported holding it in 13F filings for Q2 2026, worth $40.5B in total; 3 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
Other share classesOXY.WT
13F holders, Q2 2023
Institutional positions in Occidental Petroleum Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,156
- −4 vs. Q1 2023
- Shares held
- 688.2M
- −14.0M (−2.0%) vs. Q1 2023
- Total value
- $40.4B
- −$3.41B (−7.8%) vs. Q1 2023
- New holders
- 120
- 394 more added
- Sold out
- 124
- 414 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OXY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,243 | $40.5B |
| Q1 2026 | 1,303 | $52.1B |
| Q4 2025 | 1,124 | $31.4B |
| Q3 2025 | 1,154 | $36.0B |
| Q2 2025 | 1,136 | $31.6B |
| Q1 2025 | 1,204 | $36.6B |
| Q4 2024 | 1,220 | $35.5B |
| Q3 2024 | 1,211 | $37.2B |
| Q2 2024 | 1,223 | $45.0B |
| Q1 2024 | 1,243 | $46.3B |
| Q4 2023 | 1,220 | $41.5B |
| Q3 2023 | 1,162 | $44.9B |
| Q2 2023 | 1,156 | $40.4B |
| Q1 2023 | 1,170 | $43.9B |
| Q4 2022 | 1,162 | $45.0B |
| Q3 2022 | 1,105 | $43.9B |
| Q2 2022 | 1,054 | $43.2B |
| Q1 2022 | 979 | $42.8B |
| Q4 2021 | 813 | $20.1B |
| Q3 2021 | 762 | $19.9B |
| Q2 2021 | 752 | $20.7B |
| Q1 2021 | 723 | $17.5B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Occidental Petroleum Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 15,888 | $934.2K | 0.08% | −4,050−20.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,866 | $932.9K | 0.06% | −2,555−13.9% | Reduced |
| Morse Asset Management, Inc | 15,825 | $931.0K | 0.28% | −675−4.1% | Reduced |
| Qtron Investments LLC | 15,809 | $929.6K | 0.18% | +1,857+13.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,788 | $928.3K | 0.04% | +56+0.4% | Added |
| Clearstead Advisors, LLC | 15,759 | $926.6K | 0.06% | −104−0.7% | Reduced |
| Assenagon Asset Management S.A. | 15,711 | $923.8K | 0.00% | −536,169−97.2% | Reduced |
| Coastal Investment Advisors, Inc. | 15,682 | $922.1K | 0.20% | +4,862+44.9% | Added |
| IFP Advisors, Inc | 14,330 | $918.5K | 0.05% | +1,128+8.5% | Added |
| Barden Capital Management, Inc. | 15,463 | $909.2K | 1.00% | −504−3.2% | Reduced |
| Apollon Wealth Management, LLC | 15,337 | $901.8K | 0.04% | −403−2.6% | Reduced |
| Venture Visionary Partners LLC | 15,229 | $895.6K | 0.05% | −439−2.8% | Reduced |
| Clark Capital Management Group, Inc. | 15,177 | $892.4K | 0.01% | +15,177 | New |
| Sigma Planning Corp | 15,117 | $888.9K | 0.03% | −2,356−13.5% | Reduced |
| Monetta Financial Services Inc | 15,000 | $882.0K | 0.86% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 15,000 | $882.0K | 0.01% | 00.0% | Unchanged |
| Nwi Management LP | 15,000 | $882.0K | 0.25% | 00.0% | Unchanged |
| XML Financial, LLC | 14,811 | $870.9K | 0.10% | +7,330+98.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,795 | $870.0K | 0.16% | +545+3.8% | Added |
| Veriti Management LLC | 14,706 | $864.7K | 0.10% | +3,915+36.3% | Added |
| VisionPoint Advisory Group, LLC | 14,580 | $857.3K | 0.35% | +849+6.2% | Added |
| Sumitomo Life Insurance Co | 14,497 | $852.4K | 0.04% | −1,474−9.2% | Reduced |
| Financial Sense Advisors, Inc. | 14,243 | $837.5K | 0.38% | +25+0.2% | Added |
| J.W. Cole Advisors, Inc. | 14,186 | $834.1K | 0.06% | +1,657+13.2% | Added |
| Balentine LLC | 14,076 | $827.7K | 0.03% | +253+1.8% | Added |
| Raymond James Trust N.A. | 14,059 | $827.0K | 0.02% | −364−2.5% | Reduced |
| Private Wealth Partners, LLC | 14,000 | $823.2K | 0.08% | +2,825+25.3% | Added |
| Signaturefd, LLC | 13,925 | $818.8K | 0.02% | +3,308+31.2% | Added |
| TrimTabs Asset Management, LLC | 13,885 | $816.4K | 0.41% | −91−0.7% | Reduced |
| Strategy Asset Managers LLC | 13,567 | $797.7K | 0.18% | +797+6.2% | Added |
| ISAM Funds (UK) Ltd | 13,560 | $797.3K | 0.71% | +13,560 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,400 | $787.9K | 0.69% | +11,700+688.2% | Added |
| Savant Capital, LLC | 13,396 | $787.7K | 0.01% | −126−0.9% | Reduced |
| CIBC World Markets Inc. | 13,294 | $782.0K | 0.00% | +1,861+16.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 13,295 | $781.7K | 0.01% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 13,248 | $779.0K | 0.54% | +355+2.8% | Added |
| HB Wealth Management, LLC | 13,185 | $775.3K | 0.01% | +469+3.7% | Added |
| Proficio Capital Partners LLC | 13,150 | $773.2K | 0.11% | +30.0% | Added |
| E&G Advisors, LP | 13,111 | $770.9K | 0.27% | +2,036+18.4% | Added |
| Burns J W & Co Inc | 13,100 | $770.0K | 0.12% | −100−0.8% | Reduced |
| Wedmont Private Capital | 12,935 | $768.1K | 0.08% | −1,951−13.1% | Reduced |
| Wetherby Asset Management Inc | 12,924 | $759.9K | 0.04% | −830−6.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,911 | $759.2K | 0.00% | −3,520−21.4% | Reduced |
| Moran Wealth Management, LLC | 12,909 | $759.0K | 0.03% | +12,909 | New |
| Evergreen Wealth Management, LLC | 12,738 | $749.0K | 0.59% | +2,340+22.5% | Added |
| Greatmark Investment Partners, Inc. | 12,730 | $748.5K | 0.13% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 12,631 | $742.7K | 0.25% | +26+0.2% | Added |
| HBK Sorce Advisory LLC | 12,507 | $735.4K | 0.03% | −2,911−18.9% | Reduced |
| Spirit of America Management Corp | 12,500 | $735.0K | 0.17% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 12,466 | $733.0K | 0.43% | −880−6.6% | Reduced |
| Silvant Capital Management LLC | 12,414 | $732.2K | 0.04% | +10,510+552.0% | Added |
| HighVista Strategies LLC | 12,447 | $731.9K | 0.33% | +12,447 | New |
| Cheviot Value Management, LLC | 12,413 | $729.9K | 0.16% | +12,413 | New |
| Alpine Global Management, LLC | 12,340 | $725.6K | 0.20% | +12,340 | New |
| Eqis Capital Management, Inc. | 12,317 | $724.3K | 0.08% | −7,101−36.6% | Reduced |
| Occudo Quantitative Strategies LP | 12,256 | $720.7K | 0.07% | +8,782+252.8% | Added |
| Brookstone Capital Management | 12,240 | $717.4K | 0.01% | +124+1.0% | Added |
| Boston Private Wealth LLC | 12,113 | $712.3K | 0.01% | −979−7.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 12,060 | $709.1K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,038 | $707.8K | 0.13% | +12,038 | New |
| Greenleaf Trust | 11,938 | $702.0K | 0.01% | +26+0.2% | Added |
| Peapack Gladstone Financial Corp | 11,911 | $700.0K | 0.01% | +200+1.7% | Added |
| Carson Advisory Inc. | 11,852 | $696.9K | 0.59% | −1,600−11.9% | Reduced |
| Glenmede Trust Co NA | 11,127 | $694.7K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 11,792 | $693.4K | 0.00% | −1,000−7.8% | Reduced |
| Krilogy Financial LLC | 11,731 | $689.8K | 0.06% | −1,970−14.4% | Reduced |
| Modera Wealth Management, LLC | 11,682 | $686.9K | 0.01% | −9,696−45.4% | Reduced |
| Pathstone Family Office, LLC | 11,652 | $685.7K | 0.01% | −232−2.0% | Reduced |
| Oak Grove Capital LLC | 11,600 | $682.1K | 0.25% | −500−4.1% | Reduced |
| Mengis Capital Management, Inc. | 11,600 | $682.1K | 0.14% | +400+3.6% | Added |
| Lazari Capital Management, Inc. | 11,600 | $682.1K | 0.38% | +11,600 | New |
| Vinva Investment Management Ltd | 11,596 | $678.6K | 0.06% | +11,596 | New |
| Keybank National Association | 11,489 | $675.6K | 0.00% | +45+0.4% | Added |
| Golden Green, Inc. | 11,409 | $670.8K | 0.73% | −242−2.1% | Reduced |
| Centaurus Financial, Inc. | 11,377 | $669.0K | 0.06% | −7,949−41.1% | Reduced |
| Private Trust Co NA | 11,342 | $666.9K | 0.08% | −34−0.3% | Reduced |
| Wakefield Asset Management LLLP | 11,306 | $664.8K | 0.26% | +11,306 | New |
| Syntal Capital Partners, LLC | 11,186 | $659.8K | 0.26% | +30.0% | Added |
| MAI Capital Management | 11,216 | $659.5K | 0.01% | +1,787+19.0% | Added |
| Dark Forest Capital Management LP | 11,145 | $655.3K | 0.07% | +7,865+239.8% | Added |
| Buckingham Strategic Wealth, LLC | 11,052 | $649.9K | 0.01% | +2,382+27.5% | Added |
| CAPROCK Group, Inc. | 11,005 | $649.1K | 0.05% | −2,886−20.8% | Reduced |
| Hancock Whitney Corp | 11,037 | $649.0K | 0.03% | +4,597+71.4% | Added |
| B&D White Capital Company, LLC | 11,000 | $647.8K | 0.22% | +11,000 | New |
| Lazard Asset Management LLC | 11,010 | $646.0K | 0.00% | −226−2.0% | Reduced |
| Bridgefront Capital, LLC | 10,963 | $644.6K | 0.35% | +5,505+100.9% | Added |
| Fruth Investment Management | 10,889 | $640.0K | 0.18% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 10,805 | $639.8K | 0.19% | +4,515+71.8% | Added |
| First National Bank of Hutchinson | 10,878 | $639.6K | 0.47% | +116+1.1% | Added |
| Forum Financial Management, LP | 10,810 | $635.7K | 0.01% | −50.0% | Reduced |
| Kearns & Associates LLC | 10,800 | $635.0K | 0.58% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 10,776 | $633.7K | 0.02% | +1,535+16.6% | Added |
| Kestra Private Wealth Services, LLC | 10,693 | $628.7K | 0.02% | +960+9.9% | Added |
| Thompson Davis & Co., Inc. | 10,631 | $625.1K | 0.71% | −1,547−12.7% | Reduced |
| Samalin Investment Counsel, LLC | 10,604 | $623.5K | 0.34% | −88−0.8% | Reduced |
| Moore Capital Management, LP | 10,500 | $617.4K | 0.02% | −93,819−89.9% | Reduced |
| Vident Investment Advisory, LLC | 10,394 | $611.2K | 0.02% | −20,581−66.4% | Reduced |
| Geneos Wealth Management Inc. | 10,393 | $611.1K | 0.03% | +106+1.0% | Added |
| Moody National Bank Trust Division | 10,356 | $608.9K | 0.04% | +634+6.5% | Added |
| Nwam LLC | 10,250 | $602.7K | 0.05% | +526+5.4% | Added |