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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 7,002 | $418.1K | 0.01% | −42−0.6% | Reduced |
| Capital Investment Advisors, LLC | 6,975 | $416.5K | 0.01% | +734+11.8% | Added |
| Shelton Wealth Management, LLC | 6,967 | $416.0K | 0.30% | +6,967 | New |
| Prospera Financial Services Inc | 6,868 | $410.1K | 0.01% | −1,232−15.2% | Reduced |
| Salem Investment Counselors Inc | 6,832 | $409.2K | 0.01% | +1,000+17.1% | Added |
| Keene & Associates, Inc. | 6,837 | $408.2K | 0.34% | +690+11.2% | Added |
| Wellington Shields & Co., LLC | 6,800 | $406.0K | 0.15% | 00.0% | Unchanged |
| CX Institutional | 6,774 | $404.5K | 0.02% | −1,017−13.1% | Reduced |
| Fiduciary Trust Co | 6,774 | $404.5K | 0.01% | −66−1.0% | Reduced |
| Whittier Trust Co | 6,719 | $401.1K | 0.01% | +491+7.9% | Added |
| DCM Advisors, LLC | 6,700 | $400.1K | 0.14% | +6,700 | New |
| Spire Wealth Management | 7,087 | $399.8K | 0.01% | −1,715−19.5% | Reduced |
| Earnest Partners LLC | 6,677 | $398.7K | 0.00% | −25,176−79.0% | Reduced |
| GM Advisory Group, Inc. | 6,672 | $398.4K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6,650 | $398.0K | 0.40% | −300−4.3% | Reduced |
| Gradient Investments LLC | 6,664 | $397.9K | 0.01% | +4,833+264.0% | Added |
| Dumont & Blake Investment Advisors LLC | 6,642 | $397.0K | 0.12% | −515−7.2% | Reduced |
| Lincoln National Corp | 6,628 | $395.8K | 0.01% | −1,626−19.7% | Reduced |
| Athena Investment Management | 6,628 | $395.8K | 0.26% | 00.0% | Unchanged |
| Financial Management Network Inc | 6,674 | $393.3K | 0.11% | −987−12.9% | Reduced |
| Triumph Capital Management | 6,485 | $388.1K | 0.16% | +1,219+23.1% | Added |
| Northeast Investment Management | 6,500 | $388.1K | 0.02% | +2,500+62.5% | Added |
| Wealthcare Advisory Partners LLC | 6,455 | $385.4K | 0.02% | +1,731+36.6% | Added |
| Ascent Group, LLC | 6,640 | $385.3K | 0.04% | −813−10.9% | Reduced |
| UniSuper Management Pty Ltd | 6,377 | $380.8K | 0.00% | +1,177+22.6% | Added |
| First National Trust Co | 6,358 | $379.6K | 0.02% | −832−11.6% | Reduced |
| Northwest Wealth Management, LLC | 6,339 | $378.5K | 0.11% | +6,339 | New |
| American State Bank (Iowa) | 6,335 | $378.3K | 0.24% | +739+13.2% | Added |
| Rakuten Securities, Inc. | 6,297 | $376.0K | 0.30% | +6,297 | New |
| Wellington Shields Capital Management, LLC | 6,275 | $374.7K | 0.05% | 00.0% | Unchanged |
| Bank of Hawaii | 6,233 | $372.2K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,182 | $369.1K | 0.05% | +871+16.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,111 | $364.9K | 0.02% | +504+9.0% | Added |
| Flputnam Investment Management Co | 6,097 | $364.1K | 0.01% | −795−11.5% | Reduced |
| Everhart Financial Group, Inc. | 6,091 | $363.7K | 0.13% | −1,366−18.3% | Reduced |
| Washington Trust Bank | 6,085 | $363.3K | 0.03% | −758−11.1% | Reduced |
| Vinva Investment Management Ltd | 6,003 | $360.0K | 0.02% | +6,003 | New |
| Woodward Diversified Capital, LLC | 6,019 | $359.4K | 0.23% | −261−4.2% | Reduced |
| Harbor Advisors LLC | 6,000 | $358.3K | 0.07% | 00.0% | Unchanged |
| Emfo, LLC | 6,000 | $358.3K | 0.33% | +6,000 | New |
| Old National Bancorp | 5,991 | $357.7K | 0.01% | +2,051+52.1% | Added |
| CapWealth Advisors, LLC | 5,943 | $354.9K | 0.04% | +443+8.1% | Added |
| Cary Street Partner Investment Advisory LLC | 5,932 | $354.2K | 0.02% | +851+16.7% | Added |
| Man Group plc | 5,917 | $353.3K | 0.00% | – | – |
| EP Wealth Advisors, LLC | 5,905 | $352.6K | 0.00% | −1,155−16.4% | Reduced |
| Algert Global LLC | 5,905 | $352.6K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,902 | $352.4K | 0.06% | +5,902 | New |
| Ironwood Financial, llc | 5,886 | $351.5K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 5,871 | $350.6K | 0.05% | −27−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,855 | $349.6K | 0.04% | −66−1.1% | Reduced |
| Regions Financial Corp | 5,836 | $348.5K | 0.00% | +703+13.7% | Added |
| Leavell Investment Management, Inc. | 5,755 | $345.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,825 | $343.3K | 0.04% | +474+8.9% | Added |
| Saxon Interests, Inc. | 5,740 | $342.7K | 0.17% | +5,740 | New |
| Lion Street Advisors, LLC | 5,704 | $340.6K | 0.14% | −20.0% | Reduced |
| Accuvest Global Advisors | 5,661 | $338.0K | 0.36% | +895+18.8% | Added |
| Zega Financial, LLC | 5,650 | $337.4K | 0.14% | +5,650 | New |
| Silvercrest Asset Management Group LLC | 5,648 | $337.2K | 0.00% | +49+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,639 | $336.7K | 0.01% | −59,309−91.3% | Reduced |
| Empire Financial Management Company, LLC | 5,633 | $336.4K | 0.13% | −2,500−30.7% | Reduced |
| Northstar Group, Inc. | 5,633 | $336.4K | 0.07% | +102+1.8% | Added |
| Caldwell Trust Co | 5,605 | $334.7K | 0.04% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,595 | $334.1K | 0.22% | −20,165−78.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,587 | $333.6K | 0.11% | +908+19.4% | Added |
| Allworth Financial LP | 5,586 | $333.6K | 0.00% | −2,885−34.1% | Reduced |
| Quadrant Capital Group LLC | 5,532 | $330.3K | 0.03% | +16+0.3% | Added |
| Moneta Group Investment Advisors LLC | 5,520 | $329.6K | 0.01% | +836+17.8% | Added |
| Vise Technologies, Inc. | 5,493 | $328.0K | 0.07% | +5,493 | New |
| Kovack Advisors, Inc. | 5,461 | $326.1K | 0.04% | −212−3.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,447 | $325.3K | 0.05% | −402−6.9% | Reduced |
| Weinberger Asset Management, Inc | 5,433 | $324.4K | 0.17% | +68+1.3% | Added |
| Rosenberg Matthew Hamilton | 5,420 | $323.6K | 0.10% | +65+1.2% | Added |
| Insigneo Advisory Services, LLC | 5,400 | $323.4K | 0.05% | +1,368+33.9% | Added |
| Creekmur Asset Management LLC | 5,384 | $321.5K | 0.10% | +5,384 | New |
| Sawyer & Company, Inc | 5,358 | $320.0K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,322 | $317.8K | 0.01% | +908+20.6% | Added |
| Hikari Tsushin, Inc. | 5,297 | $316.3K | 0.03% | 00.0% | Unchanged |
| Burney Co | 5,270 | $314.7K | 0.01% | −60−1.1% | Reduced |
| 9258 Wealth Management, LLC | 5,265 | $314.4K | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,175 | $309.0K | 0.07% | −141−2.7% | Reduced |
| Ostrum Asset Management | 5,147 | $307.3K | 0.03% | +3,405+195.5% | Added |
| Manchester Capital Management LLC | 5,128 | $306.2K | 0.04% | +5,128 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,300 | $305.1K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 5,106 | $304.9K | 0.01% | −40−0.8% | Reduced |
| FineMark National Bank & Trust | 5,070 | $302.7K | 0.01% | −52−1.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,060 | $302.1K | 0.32% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,056 | $301.9K | 0.05% | −35−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 5,034 | $300.6K | 0.02% | +7+0.1% | Added |
| MQS Management LLC | 4,977 | $297.2K | 0.17% | +4,977 | New |
| Southeast Asset Advisors Inc. | 4,966 | $296.5K | 0.04% | −11−0.2% | Reduced |
| LM Advisors LLC | 4,941 | $295.0K | 0.06% | +4,941 | New |
| Choate Investment Advisors | 4,925 | $294.1K | 0.01% | −968−16.4% | Reduced |
| Advisor Resource Council | 4,923 | $294.0K | 0.03% | +4,923 | New |
| Atom Investors LP | 4,906 | $292.9K | 0.05% | +4,906 | New |
| Meridian Investment Counsel Inc. | 4,900 | $292.6K | 0.10% | +400+8.9% | Added |
| KLCM Advisors, Inc. | 4,889 | $291.9K | 0.05% | −50−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,864 | $290.4K | 0.02% | −352−6.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,843 | $289.2K | 0.02% | +4,843 | New |
| Flaharty Asset Management, LLC | 4,835 | $288.7K | 0.05% | +500+11.5% | Added |
| Unique Wealth, LLC | 4,826 | $288.2K | 0.09% | +4+0.1% | Added |