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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 16,313 | $974.0K | 0.09% | −27,989−63.2% | Reduced |
| Advisory Services Network, LLC | 16,285 | $972.4K | 0.02% | −4,072−20.0% | Reduced |
| Wedbush Securities Inc | 16,245 | $970.0K | 0.04% | −1,722−9.6% | Reduced |
| Meridian Wealth Management, LLC | 16,222 | $968.6K | 0.06% | −15,906−49.5% | Reduced |
| Stamos Capital Partners, L.P. | 16,220 | $968.5K | 0.26% | +16,220 | New |
| MAI Capital Management | 16,186 | $966.4K | 0.01% | +5,119+46.3% | Added |
| Dynamic Advisor Solutions LLC | 16,397 | $966.4K | 0.04% | +5,166+46.0% | Added |
| Legacy Wealth Asset Management, LLC | 15,886 | $948.6K | 0.31% | −155−1.0% | Reduced |
| Qtron Investments LLC | 15,809 | $944.0K | 0.15% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 15,801 | $943.5K | 0.10% | −111−0.7% | Reduced |
| Privium Fund Management B.V. | 15,600 | $936.8K | 0.26% | +15,600 | New |
| Wedmont Private Capital | 16,061 | $935.9K | 0.08% | +2,849+21.6% | Added |
| Investment Management Corp of Ontario | 15,534 | $927.5K | 0.02% | +15,534 | New |
| Whalen Wealth Management Inc. | 15,393 | $919.1K | 0.83% | +15,393 | New |
| CAPROCK Group, Inc. | 15,250 | $913.3K | 0.06% | +149+1.0% | Added |
| Coldstream Capital Management Inc | 15,083 | $900.6K | 0.03% | +7,568+100.7% | Added |
| Stableford Capital II LLC | 15,747 | $899.6K | 0.39% | +260+1.7% | Added |
| Nwi Management LP | 15,000 | $896.0K | 0.18% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 15,000 | $895.6K | 0.85% | 00.0% | Unchanged |
| Raffles Associates LP | 15,000 | $895.6K | 1.13% | +15,000 | New |
| VisionPoint Advisory Group, LLC | 14,938 | $891.9K | 0.33% | +184+1.2% | Added |
| Coastal Investment Advisors, Inc. | 14,925 | $891.2K | 0.20% | −757−4.8% | Reduced |
| Wetherby Asset Management Inc | 14,852 | $886.8K | 0.05% | +1,908+14.7% | Added |
| Venture Visionary Partners LLC | 14,815 | $884.6K | 0.05% | −217−1.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,806 | $884.1K | 0.10% | +10,603+252.3% | Added |
| Greenleaf Trust | 14,767 | $881.7K | 0.01% | −224−1.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,659 | $875.3K | 0.17% | −403−2.7% | Reduced |
| Parallel Advisors, LLC | 14,640 | $874.1K | 0.03% | −604−4.0% | Reduced |
| Savant Capital, LLC | 14,632 | $873.7K | 0.01% | +280+2.0% | Added |
| WESPAC Advisors, LLC | 14,503 | $866.0K | 0.60% | −1,418−8.9% | Reduced |
| Arkadios Wealth Advisors | 14,421 | $861.1K | 0.07% | −1,441−9.1% | Reduced |
| Davenport & Co LLC | 14,406 | $860.2K | 0.01% | +3,065+27.0% | Added |
| CoreCommodity Management, LLC | 14,162 | $845.6K | 0.25% | −33,402−70.2% | Reduced |
| Park Avenue Securities LLC | 14,151 | $845.0K | 0.01% | −5,180−26.8% | Reduced |
| Rathbone Brothers plc | 14,150 | $844.9K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,122 | $843.2K | 0.03% | +437+3.2% | Added |
| Vestcor Inc | 14,075 | $840.0K | 0.03% | −149−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,025 | $837.4K | 0.03% | −785−5.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,000 | $835.9K | 0.69% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 13,799 | $827.1K | 0.01% | −11,646−45.8% | Reduced |
| Secured Retirement Advisors, LLC | 13,824 | $825.4K | 0.79% | +13,824 | New |
| Baader Bank INC | 13,857 | $824.0K | 0.07% | −2,158−13.5% | Reduced |
| Institute for Wealth Management, LLC. | 13,784 | $823.0K | 0.13% | +6,069+78.7% | Added |
| Ossiam | 13,769 | $822.1K | 0.01% | −18,610−57.5% | Reduced |
| Independent Financial Group, LLC | 13,648 | $814.9K | 0.04% | −2,262−14.2% | Reduced |
| Sumitomo Life Insurance Co | 13,619 | $813.2K | 0.03% | −723−5.0% | Reduced |
| Farther Finance Advisors, LLC | 13,616 | $813.0K | 0.06% | +12,071+781.3% | Added |
| Chicago Trust Co NA | 13,531 | $807.9K | 0.18% | −2,562−15.9% | Reduced |
| Degroof Petercam Asset Management | 13,500 | $806.1K | 0.01% | +13,500 | New |
| Baker Tilly Wealth Management, LLC | 13,385 | $799.2K | 0.13% | +13,385 | New |
| B. Metzler seel. Sohn & Co. AG | 13,295 | $793.8K | 0.01% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 13,252 | $791.3K | 0.53% | +20.0% | Added |
| Evergreen Wealth Management, LLC | 13,239 | $790.5K | 0.58% | +272+2.1% | Added |
| Greatmark Investment Partners, Inc. | 13,180 | $787.0K | 0.12% | +200+1.5% | Added |
| Royal Fund Management, LLC | 13,156 | $785.5K | 0.10% | −12,624−49.0% | Reduced |
| Inspire Trust Co, N.A. | 13,155 | $785.5K | 0.81% | +13,155 | New |
| M Holdings Securities, Inc. | 12,927 | $772.0K | 0.09% | +235+1.9% | Added |
| Burns J W & Co Inc | 12,825 | $765.8K | 0.11% | −275−2.1% | Reduced |
| Clearstead Advisors, LLC | 12,823 | $765.6K | 0.04% | +470+3.8% | Added |
| Bridgefront Capital, LLC | 12,775 | $762.8K | 0.58% | +12,775 | New |
| Keybank National Association | 12,701 | $758.4K | 0.00% | +163+1.3% | Added |
| Kestra Private Wealth Services, LLC | 12,592 | $751.9K | 0.02% | +1,354+12.0% | Added |
| Boston Private Wealth LLC | 12,575 | $750.9K | 0.02% | +308+2.5% | Added |
| Modera Wealth Management, LLC | 12,470 | $744.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 12,389 | $742.0K | 0.04% | −25−0.2% | Reduced |
| Brookstone Capital Management | 12,415 | $741.3K | 0.01% | −670−5.1% | Reduced |
| Cim Investment Mangement Inc | 12,371 | $738.7K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12,143 | $725.1K | 0.13% | +6,539+116.7% | Added |
| Beacon Financial Group | 12,065 | $720.4K | 0.09% | +1,169+10.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 12,060 | $720.1K | 0.04% | −28,290−70.1% | Reduced |
| Trust Co of Vermont | 12,039 | $718.8K | 0.05% | −2,309−16.1% | Reduced |
| Annandale Capital, LLC | 11,980 | $715.0K | 0.17% | −15,114−55.8% | Reduced |
| IHT Wealth Management, LLC | 11,953 | $713.7K | 0.03% | −1,370−10.3% | Reduced |
| Graham Capital Management, L.P. | 11,920 | $711.7K | 0.02% | +8,793+281.2% | Added |
| Sanders Morris Harris LLC | 12,203 | $708.9K | 0.35% | +12,203 | New |
| Lazard Asset Management LLC | 11,881 | $708.0K | 0.00% | +871+7.9% | Added |
| Wahed Invest LLC | 11,732 | $700.5K | 0.20% | +622+5.6% | Added |
| Mengis Capital Management, Inc. | 11,575 | $691.1K | 0.13% | −75−0.6% | Reduced |
| Lazari Capital Management, Inc. | 11,561 | $690.3K | 0.40% | +61+0.5% | Added |
| Glenview Trust Co | 11,541 | $689.1K | 0.02% | +6,474+127.8% | Added |
| Cito Capital Group, LLC | 11,500 | $689.0K | 0.30% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 11,478 | $685.4K | 0.05% | +7,204+168.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,391 | $682.2K | 0.02% | +11,391 | New |
| Peapack Gladstone Financial Corp | 11,410 | $682.0K | 0.01% | −377−3.2% | Reduced |
| Private Trust Co NA | 11,327 | $676.3K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 11,314 | $675.6K | 0.05% | +395+3.6% | Added |
| Stratos Wealth Partners, LTD. | 11,243 | $671.3K | 0.01% | −6,473−36.5% | Reduced |
| CWA Asset Management Group, LLC | 11,236 | $670.9K | 0.05% | +2,427+27.6% | Added |
| Quest Partners LLC | 11,222 | $670.1K | 0.14% | +11,222 | New |
| Harbor Investment Advisory, LLC | 11,205 | $669.1K | 0.08% | +4,551+68.4% | Added |
| Oak Grove Capital LLC | 11,200 | $668.8K | 0.21% | −400−3.4% | Reduced |
| Eight 31 Financial LLC | 11,191 | $668.2K | 0.41% | +11,191 | New |
| Carson Advisory Inc. | 11,152 | $665.9K | 0.52% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 11,083 | $661.7K | 0.43% | +1,765+18.9% | Added |
| Vident Advisory, LLC | 11,082 | $661.7K | 0.02% | +1,291+13.2% | Added |
| Signaturefd, LLC | 11,043 | $659.4K | 0.02% | −663−5.7% | Reduced |
| InterOcean Capital Group, LLC | 11,001 | $656.9K | 0.02% | +555+5.3% | Added |
| Settian Capital LP | 11,000 | $656.8K | 0.52% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,869 | $649.0K | 0.01% | −9−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,832 | $646.8K | 0.00% | −2,079−16.1% | Reduced |