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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 4,371 | $283.6K | 0.04% | +4,371 | New |
| Penserra Capital Management LLC | 4,390 | $283.0K | 0.01% | −276−5.9% | Reduced |
| Outlook Wealth Advisors, LLC | 4,355 | $282.6K | 0.11% | −191−4.2% | Reduced |
| Flaharty Asset Management, LLC | 4,335 | $281.3K | 0.05% | +4,335 | New |
| Redwood Wealth Management Group, LLC | 4,318 | $280.1K | 0.33% | −12−0.3% | Reduced |
| Smith, Moore & Co. | 4,315 | $280.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,300 | $279.0K | 0.00% | −2,818−39.6% | Reduced |
| Family Management Corp | 4,297 | $278.8K | 0.06% | −2,275−34.6% | Reduced |
| WealthShield Partners, LLC | 4,280 | $278.5K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,285 | $278.0K | 0.03% | −8,032−65.2% | Reduced |
| Pitcairn Co | 4,284 | $277.9K | 0.02% | −4,332−50.3% | Reduced |
| Carlson Capital Management | 4,284 | $277.9K | 0.02% | +20.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,274 | $277.3K | 0.02% | +312+7.9% | Added |
| Headinvest, LLC | 4,439 | $276.6K | 0.06% | −330−6.9% | Reduced |
| Herold Advisors, Inc. | 4,244 | $275.4K | 0.08% | +39+0.9% | Added |
| Acorn Financial Advisory Services Inc | 4,230 | $274.4K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 4,214 | $273.4K | 0.03% | −14−0.3% | Reduced |
| Nations Financial Group Inc, | 4,201 | $272.6K | 0.03% | +200+5.0% | Added |
| Wealth Alliance Advisory Group, LLC | 4,191 | $271.9K | 0.08% | −4,000−48.8% | Reduced |
| Viawealth, LLC | 4,183 | $271.4K | 0.20% | −507−10.8% | Reduced |
| Cullinan Associates Inc | 4,172 | $270.7K | 0.02% | −500−10.7% | Reduced |
| Banque Cantonale Vaudoise | 4,150 | $270.0K | 0.01% | +1,000+31.7% | Added |
| Agf Management Ltd | 4,141 | $268.7K | 0.00% | +4,141 | New |
| Silver Oak Securities, Inc | 4,105 | $266.3K | 0.06% | +4,105 | New |
| Atlas Financial Advisors, Inc. | 4,082 | $264.8K | 0.21% | +4,082 | New |
| Fidelis Capital Partners, LLC | 4,052 | $262.9K | 0.09% | +400+11.0% | Added |
| Silicon Valley Capital Partners | 4,051 | $262.9K | 0.05% | +316+8.5% | Added |
| Insigneo Advisory Services, LLC | 4,032 | $262.4K | 0.05% | +4,032 | New |
| Wells Trecaso Financial Group, LLC | 4,030 | $261.5K | 0.12% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,469 | $261.4K | 0.16% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 3,928 | $261.0K | 0.09% | +23+0.6% | Added |
| Shay Capital LLC | 4,000 | $259.5K | 0.08% | −2,350−37.0% | Reduced |
| Atwood & Palmer Inc | 4,000 | $259.5K | 0.02% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,000 | $259.5K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,000 | $259.5K | 0.07% | 00.0% | Unchanged |
| Northeast Investment Management | 4,000 | $259.5K | 0.02% | +4,000 | New |
| NFP Retirement, Inc. | 3,968 | $257.5K | 0.05% | −77−1.9% | Reduced |
| Strid Group, LLC | 3,962 | $257.1K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,954 | $256.5K | 0.03% | +98+2.5% | Added |
| Mutual Advisors, LLC | 3,950 | $256.3K | 0.01% | +293+8.0% | Added |
| Chilton Capital Management LLC | 3,944 | $255.9K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,940 | $255.6K | 0.01% | +40+1.0% | Added |
| Ethic Inc. | 3,934 | $255.2K | 0.01% | +3,934 | New |
| Fukoku Mutual Life Insurance Co | 3,927 | $254.8K | 0.02% | −483−11.0% | Reduced |
| Regal Investment Advisors LLC | 3,903 | $253.2K | 0.02% | −149−3.7% | Reduced |
| Phoenix Holdings Ltd. | 3,800 | $251.2K | 0.00% | −2,000−34.5% | Reduced |
| Congress Park Capital LLC | 3,865 | $250.8K | 0.14% | −4,125−51.6% | Reduced |
| Patron Partners Advisors, LLC | 3,864 | $250.7K | 0.18% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,850 | $250.0K | 0.12% | −947−19.7% | Reduced |
| Sage Mountain Advisors LLC | 3,844 | $249.4K | 0.03% | +3,844 | New |
| Central Trust Co | 3,842 | $249.3K | 0.01% | −88−2.2% | Reduced |
| Retirement Planning Group | 3,841 | $249.2K | 0.03% | 00.0% | Unchanged |
| Auxier Asset Management | 3,817 | $247.6K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,813 | $247.4K | 0.03% | −16−0.4% | Reduced |
| Addison Advisors LLC | 3,809 | $247.1K | 0.12% | +639+20.2% | Added |
| Rockland Trust Co | 3,774 | $244.9K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,760 | $243.9K | 0.04% | −71−1.9% | Reduced |
| JT Stratford LLC | 3,737 | $242.5K | 0.06% | −698−15.7% | Reduced |
| Confluence Wealth Services, Inc. | 3,704 | $240.3K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,665 | $237.8K | 0.02% | +128+3.6% | Added |
| Eagle Bay Advisors LLC | 3,660 | $237.5K | 0.11% | +1,041+39.7% | Added |
| Geneos Wealth Management Inc. | 3,660 | $237.5K | 0.01% | −6,733−64.8% | Reduced |
| Integrated Advisors Network LLC | 3,651 | $236.9K | 0.01% | +3,651 | New |
| Iron Financial, LLC | 3,608 | $234.1K | 0.14% | +3,608 | New |
| Grimes & Company, Inc. | 3,601 | $233.6K | 0.01% | −1,512−29.6% | Reduced |
| Means Investment Co., Inc. | 3,597 | $233.4K | 0.04% | +3+0.1% | Added |
| Busey Wealth Management | 3,594 | $233.2K | 0.01% | −795−18.1% | Reduced |
| TSFG, LLC | 3,554 | $231.0K | 0.08% | +210+6.3% | Added |
| McDonald Partners LLC | 3,553 | $230.5K | 0.08% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 3,544 | $229.9K | 0.01% | +3,544 | New |
| Trust Co of Oklahoma | 3,535 | $229.4K | 0.09% | −100−2.8% | Reduced |
| Oxbow Advisors, LLC | 3,515 | $228.1K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,522 | $228.0K | 0.02% | +3,522 | New |
| Wulff, Hansen & Co. | 3,500 | $227.1K | 0.27% | +3,500 | New |
| Axq Capital, LP | 3,500 | $227.1K | 0.08% | +3,500 | New |
| Federated Hermes, Inc. | 3,494 | $226.7K | 0.00% | −33,097−90.5% | Reduced |
| Courier Capital LLC | 3,488 | $226.3K | 0.02% | 00.0% | Unchanged |
| Old Mission Capital LLC | 3,486 | $226.2K | 0.01% | +3,486 | New |
| L2 Asset Management, LLC | 1,090 | $222.4K | 0.11% | +1,090 | New |
| Secure Asset Management, LLC | 3,427 | $222.4K | 0.07% | −599−14.9% | Reduced |
| Sonora Investment Management Group, LLC | 3,423 | $222.1K | 0.02% | +3,423 | New |
| ISAM Funds (UK) Ltd | 3,421 | $222.0K | 0.14% | −10,139−74.8% | Reduced |
| CoreCap Advisors, LLC | 3,416 | $221.6K | 0.02% | +3,416 | New |
| Cladis Investment Advisory, LLC | 3,400 | $220.6K | 0.19% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,383 | $219.5K | 0.01% | −23−0.7% | Reduced |
| PFG Advisors | 3,378 | $219.2K | 0.02% | +3,378 | New |
| Regatta Capital Group, LLC | 3,367 | $218.5K | 0.07% | +3,367 | New |
| Apella Capital, LLC | 3,366 | $218.4K | 0.02% | +3,366 | New |
| Buckingham Strategic Partners | 3,355 | $217.7K | 0.01% | +3,355 | New |
| Occidental Asset Management, LLC | 3,332 | $216.2K | 0.05% | +3,332 | New |
| Klingenstein Fields & Co LP | 3,311 | $214.8K | 0.01% | +3,311 | New |
| Mission Wealth Management, LP | 3,305 | $214.4K | 0.01% | +3,305 | New |
| Burrus Financial Services, Inc. | 3,291 | $213.5K | 0.12% | +3,291 | New |
| Marathon Trading Investment Management LLC | 3,271 | $212.2K | 0.16% | −1,200−26.8% | Reduced |
| Allstate Corp | 3,253 | $211.1K | 0.01% | +3,253 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,237 | $210.0K | 0.05% | +3,237 | New |
| Steel Peak Wealth Management LLC | 3,198 | $208.0K | 0.01% | −2,442−43.3% | Reduced |
| BCS Wealth Management | 3,205 | $208.0K | 0.09% | +3,205 | New |
| V-Square Quantitative Management LLC | 3,202 | $207.7K | 0.09% | +3,202 | New |
| Credit Capital Investments LLC | 3,200 | $207.6K | 0.28% | +3,200 | New |