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, Q3 2023
Institutional positions in Occidental Petroleum Corp as of Sep 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
- 1,162
- +17 vs. Q2 2023
- Shares held
- 691.9M
- +4.25M (+0.6%) vs. Q2 2023
- Total value
- $44.9B
- +$4.50B (+11.1%) vs. Q2 2023
- New holders
- 132
- 393 more added
- Sold out
- 115
- 419 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Occidental Petroleum Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 6,241 | $404.9K | 0.01% | −123−1.9% | Reduced |
| Bank of Hawaii | 6,233 | $404.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 6,228 | $404.1K | 0.01% | +120+2.0% | Added |
| Keene & Associates, Inc. | 6,147 | $398.8K | 0.32% | +565+10.1% | Added |
| Global Retirement Partners, LLC | 6,637 | $398.5K | 0.02% | +405+6.5% | Added |
| Well Done, LLC | 6,109 | $396.4K | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 6,000 | $389.3K | 0.08% | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 6,000 | $389.3K | 0.02% | +2,000+50.0% | Added |
| Comerica Securities,inc. | 5,976 | $388.8K | 0.03% | +111+1.9% | Added |
| TCI Wealth Advisors, Inc. | 5,921 | $384.1K | 0.05% | +91+1.6% | Added |
| Algert Global LLC | 5,905 | $383.1K | 0.02% | +5,905 | New |
| Wealth Alliance | 5,898 | $382.6K | 0.06% | −116−1.9% | Reduced |
| Choate Investment Advisors | 5,893 | $382.3K | 0.01% | +2,084+54.7% | Added |
| Ironwood Financial, llc | 5,886 | $381.9K | 0.10% | 00.0% | Unchanged |
| Portman Square Capital LLP | 5,864 | $380.5K | 0.05% | −12,825−68.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,849 | $379.5K | 0.07% | +1,023+21.2% | Added |
| Salem Investment Counselors Inc | 5,832 | $379.3K | 0.01% | +2,350+67.5% | Added |
| Summit Trail Advisors, LLC | 5,816 | $378.3K | 0.01% | +522+9.9% | Added |
| Rothschild Investment Corp | 5,793 | $376.0K | 0.03% | +71+1.2% | Added |
| Leavell Investment Management, Inc. | 5,755 | $374.0K | 0.03% | −186−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 5,758 | $373.6K | 0.02% | +5,758 | New |
| CWM Advisors, LLC | 5,716 | $370.9K | 0.05% | −1,075−15.8% | Reduced |
| Lion Street Advisors, LLC | 5,706 | $370.2K | 0.12% | −765−11.8% | Reduced |
| Kovack Advisors, Inc. | 5,673 | $368.0K | 0.05% | −224−3.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,607 | $363.8K | 0.03% | +5,607 | New |
| Caldwell Trust Co | 5,605 | $363.7K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,604 | $363.6K | 0.08% | +3+0.1% | Added |
| Silvercrest Asset Management Group LLC | 5,599 | $363.3K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,596 | $363.1K | 0.26% | +1,011+22.1% | Added |
| Northstar Group, Inc. | 5,531 | $358.9K | 0.09% | +502+10.0% | Added |
| Lineweaver Wealth Advisors, LLC | 5,520 | $358.2K | 0.10% | +5,520 | New |
| Quadrant Capital Group LLC | 5,516 | $357.9K | 0.04% | +419+8.2% | Added |
| CapWealth Advisors, LLC | 5,500 | $356.8K | 0.05% | +5,500 | New |
| Chiron Investment Management, LLC | 5,494 | $356.5K | 0.15% | +5,494 | New |
| Canada Pension Plan Investment Board | 5,380 | $349.1K | 0.00% | +5,370+53,700.0% | Added |
| Weinberger Asset Management, Inc | 5,365 | $348.1K | 0.20% | +9+0.2% | Added |
| Sawyer & Company, Inc | 5,358 | $348.0K | 0.16% | −30−0.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,355 | $347.5K | 0.12% | +140+2.7% | Added |
| SeaCrest Wealth Management, LLC | 5,351 | $347.2K | 0.05% | −598−10.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,350 | $347.1K | 0.01% | +1,090+25.6% | Added |
| Burney Co | 5,330 | $345.8K | 0.02% | −1,868−26.0% | Reduced |
| Insight Advisors, LLC | 5,316 | $344.9K | 0.08% | −683−11.4% | Reduced |
| Ausdal Financial Partners, Inc. | 5,311 | $344.6K | 0.05% | −172−3.1% | Reduced |
| Benedetti & Gucer, Inc. | 5,304 | $344.1K | 0.19% | −420−7.3% | Reduced |
| Hikari Tsushin, Inc. | 5,297 | $343.7K | 0.03% | +5,297 | New |
| Parisi Gray Wealth Management | 5,292 | $343.3K | 0.16% | +1,047+24.7% | Added |
| Triumph Capital Management | 5,266 | $342.6K | 0.16% | +106+2.1% | Added |
| 9258 Wealth Management, LLC | 5,265 | $341.6K | 0.07% | +84+1.6% | Added |
| Everett Harris & Co | 5,253 | $340.8K | 0.01% | −1,500−22.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,216 | $338.4K | 0.03% | −52−1.0% | Reduced |
| UniSuper Management Pty Ltd | 5,200 | $337.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5,193 | $336.9K | 0.22% | +5,193 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,300 | $335.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,157 | $334.6K | 0.00% | +5,157 | New |
| Conning Inc. | 5,146 | $333.9K | 0.01% | +180+3.6% | Added |
| Regions Financial Corp | 5,133 | $333.0K | 0.00% | +125+2.5% | Added |
| FineMark National Bank & Trust | 5,122 | $332.3K | 0.01% | −445−8.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,091 | $330.3K | 0.05% | −8−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,081 | $329.7K | 0.02% | +1,134+28.7% | Added |
| Glenview Trust Co | 5,067 | $328.7K | 0.01% | +135+2.7% | Added |
| Alan B. Lancz & Associates, Inc. | 5,060 | $328.3K | 0.37% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,027 | $326.1K | 0.02% | +8+0.2% | Added |
| Alpha Cubed Investments, LLC | 5,007 | $324.8K | 0.02% | −291−5.5% | Reduced |
| Southeast Asset Advisors Inc. | 4,977 | $322.9K | 0.05% | +12+0.2% | Added |
| KLCM Advisors, Inc. | 4,939 | $320.5K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,916 | $318.9K | 0.23% | +10.0% | Added |
| CKW Financial Group | 4,900 | $318.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,896 | $317.7K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 24,522 | $316.1K | 0.04% | +19,977+439.5% | Added |
| Eads & Heald Wealth Management | 4,875 | $316.0K | 0.17% | +615+14.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,870 | $316.0K | 0.03% | 00.0% | Unchanged |
| Unique Wealth, LLC | 4,822 | $312.9K | 0.13% | 00.0% | Unchanged |
| Accuvest Global Advisors | 4,766 | $309.0K | 0.17% | +483+11.3% | Added |
| Campbell & CO Investment Adviser LLC | 4,750 | $308.2K | 0.04% | +4,750 | New |
| Chicago Partners Investment Group LLC | 4,904 | $308.0K | 0.02% | +197+4.2% | Added |
| Wealthcare Advisory Partners LLC | 4,724 | $306.5K | 0.01% | −508−9.7% | Reduced |
| Sandbar Asset Management LLP | 4,717 | $306.0K | 1.00% | +4,717 | New |
| Proequities, Inc. | 4,703 | $306.0K | 0.02% | +180+4.0% | Added |
| HBW Advisory Services LLC | 4,703 | $305.0K | 0.06% | +132+2.9% | Added |
| Minneapolis Portfolio Management Group, LLC | 4,700 | $304.9K | 0.05% | +4,700 | New |
| Traynor Capital Management, Inc. | 4,689 | $304.2K | 0.04% | +768+19.6% | Added |
| Moneta Group Investment Advisors LLC | 4,684 | $303.9K | 0.01% | −1,617−25.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 4,679 | $303.6K | 0.10% | −241−4.9% | Reduced |
| Shelton Capital Management | 4,673 | $303.2K | 0.01% | −586−11.1% | Reduced |
| Spinnaker Investment Group, LLC | 4,620 | $299.7K | 0.10% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,611 | $299.2K | 0.04% | −10.0% | Reduced |
| Aigen Investment Management, LP | 4,561 | $295.9K | 0.06% | −1,270−21.8% | Reduced |
| Mirabella Financial Services LLP | 4,548 | $295.1K | 0.04% | +4,548 | New |
| RSM US Wealth Management LLC | 4,522 | $294.2K | 0.01% | +65+1.5% | Added |
| Triton Wealth Management, PLLC | 4,697 | $294.2K | 0.20% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,512 | $292.7K | 0.01% | −288−6.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,507 | $292.4K | 0.04% | −122−2.6% | Reduced |
| Meridian Investment Counsel Inc. | 4,500 | $292.0K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,484 | $291.7K | 0.01% | −48−1.1% | Reduced |
| Segment Wealth Management, LLC | 4,480 | $290.7K | 0.03% | +4,480 | New |
| Focus Financial Network, Inc. | 4,440 | $288.5K | 0.02% | +4,440 | New |
| Laidlaw Wealth Management LLC | 4,424 | $287.0K | 0.09% | −1,044−19.1% | Reduced |
| Delta Financial Group, Inc. | 4,431 | $287.0K | 0.10% | +4,431 | New |
| Merit Financial Group, LLC | 4,414 | $286.4K | 0.01% | +287+7.0% | Added |
| Hilltop Holdings Inc. | 4,374 | $283.8K | 0.04% | +60+1.4% | Added |