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, Q4 2023
Institutional positions in Occidental Petroleum Corp as of Dec 31, 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
- 1,220
- +76 vs. Q3 2023
- Shares held
- 695.0M
- +3.95M (+0.6%) vs. Q3 2023
- Total value
- $41.5B
- −$3.35B (−7.5%) vs. Q3 2023
- New holders
- 188
- 406 more added
- Sold out
- 112
- 426 more reduced
18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Occidental Petroleum Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 838 | $50.0K | 0.01% | +51+6.5% | Added |
| Garner Asset Management Corp | 916 | $53.1K | 0.03% | +916 | New |
| CVA Family Office, LLC | 905 | $54.0K | 0.01% | +905 | New |
| Global Trust Asset Management, LLC | 914 | $54.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 918 | $54.8K | 0.03% | −1,555−62.9% | Reduced |
| Pinnacle Bancorp, Inc. | 925 | $55.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 950 | $56.7K | 0.00% | −500−34.5% | Reduced |
| Versant Capital Management, Inc | 952 | $56.8K | 0.02% | −12−1.2% | Reduced |
| South State Corp. | 970 | $57.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 990 | $59.1K | 0.00% | −11−1.1% | Reduced |
| Tacita Capital Inc | 995 | $59.4K | 0.04% | −400−28.7% | Reduced |
| West Branch Capital LLC | 1,000 | $59.7K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,000 | $59.7K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $59.7K | 0.01% | +800+400.0% | Added |
| Trivant Custom Portfolio Group, LLC | 1,000 | $59.7K | 0.04% | +1,000 | New |
| Global Wealth Strategies & Associates | 1,003 | $59.9K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,010 | $60.3K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,010 | $60.3K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,094 | $65.3K | 0.03% | +3+0.3% | Added |
| Knott David M Jr | 1,249 | $67.0K | 0.03% | +194+18.4% | Added |
| Venturi Wealth Management, LLC | 1,193 | $71.2K | 0.01% | +250+26.5% | Added |
| Compagnie Lombard Odier SCmA | 1,200 | $71.7K | 0.00% | +1,200 | New |
| Sittner & Nelson, LLC | 1,201 | $71.7K | 0.04% | −17−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 1,214 | $72.5K | 0.01% | −230−15.9% | Reduced |
| Centennial Bank | 1,229 | $73.4K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,237 | $74.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,277 | $76.3K | 0.03% | +1,277 | New |
| AdvisorNet Financial, Inc | 1,308 | $78.1K | 0.01% | +134+11.4% | Added |
| Covestor Ltd | 1,341 | $80.0K | 0.05% | −98−6.8% | Reduced |
| American National Bank | 1,405 | $83.9K | 0.01% | −327−18.9% | Reduced |
| Massmutual Trust Co FSB | 1,421 | $84.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,446 | $86.0K | 0.01% | −669−31.6% | Reduced |
| Kessler Investment Group, LLC | 1,450 | $86.6K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,473 | $88.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,500 | $89.6K | 0.02% | +1,000+200.0% | Added |
| Nemes Rush Group LLC | 1,568 | $93.6K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,610 | $96.4K | 0.02% | −93−5.5% | Reduced |
| Assetmark, Inc | 1,622 | $96.8K | 0.00% | +615+61.1% | Added |
| St Germain D J Co Inc | 1,646 | $98.3K | 0.01% | −210−11.3% | Reduced |
| First United Bank Trust | 1,650 | $98.5K | 0.04% | +1,650 | New |
| Larson Financial Group LLC | 1,670 | $99.7K | 0.01% | +11+0.7% | Added |
| Intrepid Capital Management Inc | 1,700 | $101.5K | 0.07% | +1,700 | New |
| Fortis Group Advisors, LLC | 1,720 | $102.7K | 0.03% | +860+100.0% | Added |
| Elkhorn Partners Limited Partnership | 1,720 | $103.0K | 0.07% | +1,720 | New |
| Glassman Wealth Services | 1,753 | $104.7K | 0.01% | −1−0.1% | Reduced |
| DT Investment Partners, LLC | 1,887 | $111.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,876 | $112.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,880 | $112.3K | 0.01% | −1,780−48.6% | Reduced |
| Sound Income Strategies, LLC | 1,901 | $113.5K | 0.01% | −102−5.1% | Reduced |
| Anchor Investment Management, LLC | 1,950 | $116.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 1,956 | $117.0K | 0.00% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 1,997 | $119.3K | 0.00% | −201−9.1% | Reduced |
| Avalon Trust Co | 2,000 | $119.4K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,002 | $119.5K | 0.02% | +680+51.4% | Added |
| Ritter Daniher Financial Advisory LLC | 2,021 | $120.7K | 0.04% | +5+0.2% | Added |
| AJOVista, LLC | 2,039 | $121.7K | 0.15% | +2,039 | New |
| Lindbrook Capital, LLC | 2,084 | $124.4K | 0.01% | +364+21.2% | Added |
| TD Capital Management LLC | 2,100 | $125.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,199 | $131.3K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,236 | $134.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,073 | $134.0K | 0.00% | +41+2.0% | Added |
| Ancora Advisors, LLC | 2,247 | $134.2K | 0.00% | −116−4.9% | Reduced |
| Strategic Investment Solutions, Inc. | 2,262 | $135.0K | 0.02% | −44,547−95.2% | Reduced |
| Point72 Europe (London) LLP | 2,320 | $138.5K | 0.02% | +2,320 | New |
| Montag A & Associates Inc | 2,421 | $145.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,500 | $149.3K | 0.08% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,342 | $151.9K | 0.04% | +3+0.1% | Added |
| Vestor Capital, LLC | 2,546 | $152.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 2,552 | $152.4K | 0.04% | +5+0.2% | Added |
| Hobbs Group Advisors, LLC | 2,629 | $157.0K | 0.07% | +2,629 | New |
| Neo Ivy Capital Management | 2,680 | $160.0K | 0.36% | +2,680 | New |
| Eagle Bay Advisors LLC | 2,685 | $160.3K | 0.10% | −975−26.6% | Reduced |
| Itau Unibanco Holding S.A. | 2,689 | $161.3K | 0.01% | −116,000−97.7% | Reduced |
| S.A. Mason LLC | 2,771 | $165.5K | 0.11% | +400+16.9% | Added |
| Colonial Trust Advisors | 2,785 | $166.3K | 0.02% | +251+9.9% | Added |
| Citizens National Bank Trust Department | 2,787 | $166.4K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,912 | $167.6K | 0.05% | +2,912 | New |
| SRS Capital Advisors, Inc. | 2,868 | $171.3K | 0.02% | −80−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 2,919 | $174.3K | 0.04% | +186+6.8% | Added |
| Archer Investment Corp | 2,967 | $177.2K | 0.06% | +167+6.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,575 | $177.9K | 0.01% | −347−11.9% | Reduced |
| Federated Hermes, Inc. | 2,984 | $178.2K | 0.00% | −510−14.6% | Reduced |
| Richelieu Gestion PLC | 3,000 | $179.0K | 0.16% | +500+20.0% | Added |
| Peoples Bank | 3,000 | $179.1K | 0.14% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,025 | $180.6K | 0.04% | +750+33.0% | Added |
| Cullen/Frost Bankers, Inc. | 3,030 | $180.9K | 0.00% | −6,244−67.3% | Reduced |
| Penserra Capital Management LLC | 3,074 | $183.0K | 0.00% | −1,316−30.0% | Reduced |
| V-Square Quantitative Management LLC | 3,202 | $191.2K | 0.05% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 3,202 | $191.2K | 0.03% | +3,202 | New |
| Marathon Trading Investment Management LLC | 3,271 | $195.3K | 0.04% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,358 | $200.5K | 0.04% | +26+0.8% | Added |
| Norden Group LLC | 3,379 | $201.8K | 0.04% | +3,379 | New |
| Financial Partners Group, Inc | 3,380 | $201.8K | 0.04% | +54+1.6% | Added |
| FirstPurpose Wealth LLC | 3,388 | $202.3K | 0.08% | +3,388 | New |
| Cladis Investment Advisory, LLC | 3,400 | $203.0K | 0.16% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,402 | $203.1K | 0.07% | +3,402 | New |
| Regatta Capital Group, LLC | 3,408 | $203.5K | 0.05% | +41+1.2% | Added |
| Arete Wealth Advisors, LLC | 3,414 | $203.8K | 0.02% | +3,414 | New |
| Pure Financial Advisors, Inc. | 3,423 | $204.4K | 0.01% | +3,423 | New |
| Central Trust Co | 3,429 | $204.7K | 0.01% | −413−10.7% | Reduced |