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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 3,436 | $205.2K | 0.06% | +9+0.3% | Added |
| Iron Financial, LLC | 3,437 | $205.2K | 0.12% | −171−4.7% | Reduced |
| Courier Capital LLC | 3,440 | $205.4K | 0.02% | −48−1.4% | Reduced |
| Avestar Capital, LLC | 3,439 | $206.0K | 0.03% | +353+11.4% | Added |
| Sentry Investment Management LLC | 3,477 | $208.0K | 0.09% | −373−9.7% | Reduced |
| Dudley Capital Management, LLC | 3,500 | $209.0K | 0.13% | +3,500 | New |
| Consolidated Planning Corp | 3,511 | $209.6K | 0.04% | +3,511 | New |
| Summit Trail Advisors, LLC | 3,503 | $209.7K | 0.01% | −2,313−39.8% | Reduced |
| Oxbow Advisors, LLC | 3,515 | $209.9K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,523 | $210.0K | 0.02% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 3,521 | $210.2K | 0.05% | −531−13.1% | Reduced |
| Clarity Financial LLC | 3,527 | $210.6K | 0.04% | +3,527 | New |
| High Net Worth Advisory Group LLC | 3,531 | $210.8K | 0.08% | −1,365−27.9% | Reduced |
| Trust Co of Oklahoma | 3,535 | $211.1K | 0.08% | 00.0% | Unchanged |
| Viawealth, LLC | 3,549 | $211.9K | 0.15% | −634−15.2% | Reduced |
| Essex Financial Services, Inc. | 3,549 | $211.9K | 0.02% | −264−6.9% | Reduced |
| TSFG, LLC | 3,562 | $213.0K | 0.07% | +8+0.2% | Added |
| Busey Wealth Management | 3,594 | $214.6K | 0.01% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,613 | $215.7K | 0.14% | +3,613 | New |
| Quotient Wealth Partners, LLC | 3,614 | $215.8K | 0.01% | +3,614 | New |
| Mission Wealth Management, LP | 3,614 | $215.8K | 0.01% | +309+9.3% | Added |
| Citizens Financial Group Inc | 3,631 | $216.8K | 0.01% | +3,631 | New |
| LexAurum Advisors, LLC | 3,652 | $218.1K | 0.06% | +3,652 | New |
| Patron Partners Advisors, LLC | 3,664 | $218.8K | 0.15% | −200−5.2% | Reduced |
| Redwood Wealth Management Group, LLC | 3,695 | $220.6K | 0.24% | −623−14.4% | Reduced |
| Auxier Asset Management | 3,717 | $221.9K | 0.04% | −100−2.6% | Reduced |
| Chilton Capital Management LLC | 3,744 | $223.6K | 0.01% | −200−5.1% | Reduced |
| Traynor Capital Management, Inc. | 3,748 | $223.8K | 0.03% | −941−20.1% | Reduced |
| Integrated Advisors Network LLC | 3,749 | $223.8K | 0.01% | +98+2.7% | Added |
| HBW Advisory Services LLC | 3,744 | $224.0K | 0.04% | −959−20.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,757 | $224.0K | 0.09% | +3,757 | New |
| Lake Street Advisors Group, LLC | 3,759 | $225.1K | 0.01% | +3,759 | New |
| Rockland Trust Co | 3,774 | $225.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 3,794 | $226.5K | 0.04% | −257−6.3% | Reduced |
| Eads & Heald Wealth Management | 3,805 | $227.0K | 0.11% | −1,070−21.9% | Reduced |
| Retirement Planning Group | 3,848 | $229.8K | 0.02% | +7+0.2% | Added |
| NFP Retirement, Inc. | 3,857 | $230.3K | 0.04% | −111−2.8% | Reduced |
| FSM Wealth Advisors, LLC | 3,858 | $230.4K | 0.10% | +3,858 | New |
| Congress Park Capital LLC | 3,865 | $230.8K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,888 | $232.2K | 0.01% | −62−1.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,927 | $234.5K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,950 | $235.9K | 0.03% | +106+2.8% | Added |
| YHB Investment Advisors, Inc. | 3,964 | $236.7K | 0.02% | +3,964 | New |
| Wealth Effects LLC | 3,968 | $236.9K | 0.09% | +3,968 | New |
| Strid Group, LLC | 3,973 | $237.2K | 0.05% | +11+0.3% | Added |
| PACK Private Wealth, LLC | 3,990 | $238.2K | 0.16% | +3,990 | New |
| DeepCurrents Investment Group LLC | 4,000 | $238.8K | 0.01% | −2,000−33.3% | Reduced |
| Atwood & Palmer Inc | 4,000 | $238.8K | 0.02% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,000 | $238.8K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,000 | $238.8K | 0.05% | 00.0% | Unchanged |
| Agf Management Ltd | 4,024 | $240.3K | 0.00% | −117−2.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,030 | $240.6K | 0.10% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,042 | $242.0K | 0.00% | −2,523−38.4% | Reduced |
| Aaron Wealth Advisors | 4,054 | $242.1K | 0.04% | +100+2.5% | Added |
| Colonial Trust Co | 4,100 | $244.8K | 0.05% | +3,855+1,573.5% | Added |
| Eqis Capital Management, Inc. | 4,121 | $246.1K | 0.02% | −164−3.8% | Reduced |
| Principal Securities, Inc. | 4,131 | $246.7K | 0.01% | +4,131 | New |
| Addison Advisors LLC | 4,158 | $248.3K | 0.10% | +349+9.2% | Added |
| Cullinan Associates Inc | 4,172 | $249.1K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,183 | $250.0K | 0.02% | +1,022+32.3% | Added |
| Exencial Wealth Advisors, LLC | 4,191 | $250.3K | 0.01% | +808+23.9% | Added |
| Confluence Wealth Services, Inc. | 4,204 | $251.0K | 0.03% | +500+13.5% | Added |
| Herold Advisors, Inc. | 4,205 | $251.1K | 0.07% | −39−0.9% | Reduced |
| Woodstock Corp | 4,214 | $251.6K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 4,226 | $252.3K | 0.02% | −58−1.4% | Reduced |
| Sonora Investment Management Group, LLC | 4,248 | $253.6K | 0.02% | +825+24.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,256 | $254.1K | 0.00% | −44−1.0% | Reduced |
| M&R Capital Management Inc | 4,270 | $255.0K | 0.06% | +1,725+67.8% | Added |
| Acorn Financial Advisory Services Inc | 4,273 | $255.1K | 0.04% | +43+1.0% | Added |
| Focus Financial Network Inc | 4,266 | $255.5K | 0.01% | +4,266 | New |
| Oracle Alpha Inc. | 4,289 | $256.1K | 0.33% | +4,289 | New |
| Carlson Capital Management | 4,294 | $256.4K | 0.01% | +10+0.2% | Added |
| Family Management Corp | 4,297 | $256.6K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 4,300 | $257.0K | 0.04% | −600−12.2% | Reduced |
| Cidel Asset Management Inc | 4,317 | $257.8K | 0.01% | +4,317 | New |
| True North Advisors, LLC | 4,324 | $258.2K | 0.07% | −12,515−74.3% | Reduced |
| International Assets Investment Management, LLC | 4,329 | $258.5K | 0.03% | −20,193−82.3% | Reduced |
| PGGM Investments | 4,351 | $260.0K | 0.00% | −2,246−34.0% | Reduced |
| Moody National Bank Trust Division | 4,355 | $260.0K | 0.02% | −8,311−65.6% | Reduced |
| Outlook Wealth Advisors, LLC | 4,355 | $260.0K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,357 | $260.9K | 0.01% | −127−2.8% | Reduced |
| Smith, Moore & Co. | 4,379 | $261.5K | 0.03% | +64+1.5% | Added |
| Aspiriant, LLC | 4,380 | $261.5K | 0.01% | −132−2.9% | Reduced |
| Alpine Global Management, LLC | 4,385 | $261.8K | 0.07% | +4,385 | New |
| Concurrent Investment Advisors, LLC | 4,394 | $262.3K | 0.01% | +4,394 | New |
| First City Capital Management, Inc. | 4,408 | $263.2K | 0.15% | +4,408 | New |
| Delta Financial Group, Inc. | 4,431 | $265.0K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 4,439 | $265.1K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 4,453 | $265.9K | 0.00% | −800−15.2% | Reduced |
| Banque Cantonale Vaudoise | 4,450 | $266.0K | 0.01% | +300+7.2% | Added |
| WealthShield Partners, LLC | 4,444 | $266.1K | 0.04% | +164+3.8% | Added |
| RSM US Wealth Management LLC | 4,449 | $266.5K | 0.01% | −73−1.6% | Reduced |
| Pavion Blue Capital, LLC | 4,469 | $266.8K | 0.15% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,492 | $268.2K | 0.02% | −515−10.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,513 | $269.5K | 0.00% | −644−12.5% | Reduced |
| Stratos Wealth Advisors, LLC | 4,512 | $269.5K | 0.02% | −3,198−41.5% | Reduced |
| Green Square Capital Advisors LLC | 4,518 | $269.8K | 0.04% | −93−2.0% | Reduced |
| Carret Asset Management, LLC | 4,521 | $269.9K | 0.03% | +4,521 | New |
| Brevan Howard Capital Management LP | 4,542 | $271.2K | 0.03% | +4,542 | New |
| Benedetti & Gucer, Inc. | 4,544 | $271.3K | 0.14% | −760−14.3% | Reduced |