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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 4,546 | $271.4K | 0.01% | −804−15.0% | Reduced |
| Segment Wealth Management, LLC | 4,560 | $272.3K | 0.02% | +80+1.8% | Added |
| Shelton Capital Management | 4,588 | $273.9K | 0.01% | −85−1.8% | Reduced |
| Chiron Investment Management, LLC | 4,590 | $274.1K | 0.10% | −904−16.5% | Reduced |
| Spinnaker Investment Group, LLC | 4,620 | $275.9K | 0.08% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,622 | $276.0K | 0.06% | +4,622 | New |
| Chicago Partners Investment Group LLC | 4,834 | $277.1K | 0.01% | −70−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,691 | $280.1K | 0.07% | +500+11.9% | Added |
| Tyche Wealth Partners LLC | 4,711 | $281.3K | 0.07% | +4,711 | New |
| Edgestream Partners, L.P. | 4,728 | $282.3K | 0.02% | −3,519−42.7% | Reduced |
| Quadcap Wealth Management, LLC | 4,729 | $282.4K | 0.07% | +4,729 | New |
| Peirce Capital Management, LLC | 4,732 | $282.5K | 0.17% | +4,732 | New |
| Intrua Financial, LLC | 4,733 | $282.6K | 0.04% | +973+25.9% | Added |
| Csenge Advisory Group | 4,751 | $283.7K | 0.02% | +1,086+29.6% | Added |
| Finivi Inc. | 4,756 | $284.0K | 0.28% | +4,756 | New |
| Proequities, Inc. | 4,758 | $285.0K | 0.02% | +55+1.2% | Added |
| Triton Wealth Management, PLLC | 4,797 | $285.3K | 0.19% | +100+2.1% | Added |
| Cedar Wealth Management, LLC | 4,783 | $285.6K | 0.10% | +4,777+79,616.7% | Added |
| NBC Securities, Inc. | 4,808 | $287.0K | 0.03% | +1,960+68.8% | Added |
| Unique Wealth, LLC | 4,826 | $288.2K | 0.09% | +4+0.1% | Added |
| Flaharty Asset Management, LLC | 4,835 | $288.7K | 0.05% | +500+11.5% | Added |
| Ashton Thomas Private Wealth, LLC | 4,843 | $289.2K | 0.02% | +4,843 | New |
| Checchi Capital Advisers, LLC | 4,864 | $290.4K | 0.02% | −352−6.7% | Reduced |
| KLCM Advisors, Inc. | 4,889 | $291.9K | 0.05% | −50−1.0% | Reduced |
| Meridian Investment Counsel Inc. | 4,900 | $292.6K | 0.10% | +400+8.9% | Added |
| Atom Investors LP | 4,906 | $292.9K | 0.05% | +4,906 | New |
| Advisor Resource Council | 4,923 | $294.0K | 0.03% | +4,923 | New |
| Choate Investment Advisors | 4,925 | $294.1K | 0.01% | −968−16.4% | Reduced |
| LM Advisors LLC | 4,941 | $295.0K | 0.06% | +4,941 | New |
| Southeast Asset Advisors Inc. | 4,966 | $296.5K | 0.04% | −11−0.2% | Reduced |
| MQS Management LLC | 4,977 | $297.2K | 0.17% | +4,977 | New |
| Joel Isaacson & Co., LLC | 5,034 | $300.6K | 0.02% | +7+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,056 | $301.9K | 0.05% | −35−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,060 | $302.1K | 0.32% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 5,070 | $302.7K | 0.01% | −52−1.0% | Reduced |
| Conning Inc. | 5,106 | $304.9K | 0.01% | −40−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,300 | $305.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,128 | $306.2K | 0.04% | +5,128 | New |
| Ostrum Asset Management | 5,147 | $307.3K | 0.03% | +3,405+195.5% | Added |
| Insight Advisors, LLC | 5,175 | $309.0K | 0.07% | −141−2.7% | Reduced |
| 9258 Wealth Management, LLC | 5,265 | $314.4K | 0.06% | 00.0% | Unchanged |
| Burney Co | 5,270 | $314.7K | 0.01% | −60−1.1% | Reduced |
| Hikari Tsushin, Inc. | 5,297 | $316.3K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,322 | $317.8K | 0.01% | +908+20.6% | Added |
| Sawyer & Company, Inc | 5,358 | $320.0K | 0.14% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,384 | $321.5K | 0.10% | +5,384 | New |
| Insigneo Advisory Services, LLC | 5,400 | $323.4K | 0.05% | +1,368+33.9% | Added |
| Rosenberg Matthew Hamilton | 5,420 | $323.6K | 0.10% | +65+1.2% | Added |
| Weinberger Asset Management, Inc | 5,433 | $324.4K | 0.17% | +68+1.3% | Added |
| Perennial Investment Advisors, LLC | 5,447 | $325.3K | 0.05% | −402−6.9% | Reduced |
| Kovack Advisors, Inc. | 5,461 | $326.1K | 0.04% | −212−3.7% | Reduced |
| Vise Technologies, Inc. | 5,493 | $328.0K | 0.07% | +5,493 | New |
| Moneta Group Investment Advisors LLC | 5,520 | $329.6K | 0.01% | +836+17.8% | Added |
| Quadrant Capital Group LLC | 5,532 | $330.3K | 0.03% | +16+0.3% | Added |
| Allworth Financial LP | 5,586 | $333.6K | 0.00% | −2,885−34.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,587 | $333.6K | 0.11% | +908+19.4% | Added |
| Threadgill Financial, LLC | 5,595 | $334.1K | 0.22% | −20,165−78.3% | Reduced |
| Caldwell Trust Co | 5,605 | $334.7K | 0.04% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,633 | $336.4K | 0.07% | +102+1.8% | Added |
| Empire Financial Management Company, LLC | 5,633 | $336.4K | 0.13% | −2,500−30.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,639 | $336.7K | 0.01% | −59,309−91.3% | Reduced |
| Silvercrest Asset Management Group LLC | 5,648 | $337.2K | 0.00% | +49+0.9% | Added |
| Zega Financial, LLC | 5,650 | $337.4K | 0.14% | +5,650 | New |
| Accuvest Global Advisors | 5,661 | $338.0K | 0.36% | +895+18.8% | Added |
| Lion Street Advisors, LLC | 5,704 | $340.6K | 0.14% | −20.0% | Reduced |
| Saxon Interests, Inc. | 5,740 | $342.7K | 0.17% | +5,740 | New |
| SeaCrest Wealth Management, LLC | 5,825 | $343.3K | 0.04% | +474+8.9% | Added |
| Leavell Investment Management, Inc. | 5,755 | $345.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 5,836 | $348.5K | 0.00% | +703+13.7% | Added |
| TCI Wealth Advisors, Inc. | 5,855 | $349.6K | 0.04% | −66−1.1% | Reduced |
| Wealth Alliance | 5,871 | $350.6K | 0.05% | −27−0.5% | Reduced |
| Ironwood Financial, llc | 5,886 | $351.5K | 0.09% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,902 | $352.4K | 0.06% | +5,902 | New |
| Algert Global LLC | 5,905 | $352.6K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,905 | $352.6K | 0.00% | −1,155−16.4% | Reduced |
| Man Group plc | 5,917 | $353.3K | 0.00% | – | – |
| Cary Street Partner Investment Advisory LLC | 5,932 | $354.2K | 0.02% | +851+16.7% | Added |
| CapWealth Advisors, LLC | 5,943 | $354.9K | 0.04% | +443+8.1% | Added |
| Old National Bancorp | 5,991 | $357.7K | 0.01% | +2,051+52.1% | Added |
| Harbor Advisors LLC | 6,000 | $358.3K | 0.07% | 00.0% | Unchanged |
| Emfo, LLC | 6,000 | $358.3K | 0.33% | +6,000 | New |
| Woodward Diversified Capital, LLC | 6,019 | $359.4K | 0.23% | −261−4.2% | Reduced |
| Vinva Investment Management Ltd | 6,003 | $360.0K | 0.02% | +6,003 | New |
| Washington Trust Bank | 6,085 | $363.3K | 0.03% | −758−11.1% | Reduced |
| Everhart Financial Group, Inc. | 6,091 | $363.7K | 0.13% | −1,366−18.3% | Reduced |
| Flputnam Investment Management Co | 6,097 | $364.1K | 0.01% | −795−11.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,111 | $364.9K | 0.02% | +504+9.0% | Added |
| Ausdal Financial Partners, Inc. | 6,182 | $369.1K | 0.05% | +871+16.4% | Added |
| Bank of Hawaii | 6,233 | $372.2K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,275 | $374.7K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6,297 | $376.0K | 0.30% | +6,297 | New |
| American State Bank (Iowa) | 6,335 | $378.3K | 0.24% | +739+13.2% | Added |
| Northwest Wealth Management, LLC | 6,339 | $378.5K | 0.11% | +6,339 | New |
| First National Trust Co | 6,358 | $379.6K | 0.02% | −832−11.6% | Reduced |
| UniSuper Management Pty Ltd | 6,377 | $380.8K | 0.00% | +1,177+22.6% | Added |
| Ascent Group, LLC | 6,640 | $385.3K | 0.04% | −813−10.9% | Reduced |
| Wealthcare Advisory Partners LLC | 6,455 | $385.4K | 0.02% | +1,731+36.6% | Added |
| Northeast Investment Management | 6,500 | $388.1K | 0.02% | +2,500+62.5% | Added |
| Triumph Capital Management | 6,485 | $388.1K | 0.16% | +1,219+23.1% | Added |
| Financial Management Network Inc | 6,674 | $393.3K | 0.11% | −987−12.9% | Reduced |