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, Q1 2024
Institutional positions in Occidental Petroleum Corp as of Mar 31, 2024. 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
- 1,243
- +38 vs. Q4 2023
- Shares held
- 712.2M
- +17.5M (+2.5%) vs. Q4 2023
- Total value
- $46.3B
- +$4.80B (+11.6%) vs. Q4 2023
- New holders
- 146
- 446 more added
- Sold out
- 108
- 423 more reduced
15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Occidental Petroleum Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shelton Capital Management | 4,602 | $299.1K | 0.01% | +14+0.3% | Added |
| Herold Advisors, Inc. | 4,606 | $299.4K | 0.07% | +401+9.5% | Added |
| WESPAC Advisors, LLC | 4,609 | $299.5K | 0.17% | −9,894−68.2% | Reduced |
| Spinnaker Investment Group, LLC | 4,620 | $300.3K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,623 | $300.4K | 0.02% | +306+7.1% | Added |
| Nebula Research & Development LLC | 4,624 | $300.5K | 0.06% | +4,624 | New |
| Premier Path Wealth Partners, LLC | 4,759 | $302.7K | 0.06% | +137+3.0% | Added |
| Gateway Advisory, LLC | 4,663 | $303.0K | 0.05% | +4,663 | New |
| Kovack Advisors, Inc. | 4,666 | $303.2K | 0.04% | −795−14.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,674 | $303.8K | 0.02% | −6,804−59.3% | Reduced |
| Triton Wealth Management, PLLC | 4,598 | $309.0K | 0.21% | −199−4.1% | Reduced |
| LM Advisors LLC | 4,775 | $310.0K | 0.05% | −166−3.4% | Reduced |
| International Assets Investment Management, LLC | 4,681 | $310.7K | 0.03% | +352+8.1% | Added |
| Smith Anglin Financial, LLC | 4,790 | $311.3K | 0.03% | +4,790 | New |
| Edgestream Partners, L.P. | 4,792 | $311.4K | 0.02% | +64+1.4% | Added |
| Aaron Wealth Advisors | 4,796 | $311.7K | 0.04% | +742+18.3% | Added |
| FirstPurpose Wealth LLC | 4,534 | $312.6K | 0.11% | +1,146+33.8% | Added |
| Quotient Wealth Partners, LLC | 4,817 | $313.1K | 0.01% | +1,203+33.3% | Added |
| Clarius Group, LLC | 4,818 | $313.1K | 0.02% | −15,348−76.1% | Reduced |
| Conning Inc. | 4,826 | $313.6K | 0.01% | −280−5.5% | Reduced |
| Unique Wealth, LLC | 4,828 | $313.8K | 0.09% | +20.0% | Added |
| Tyche Wealth Partners LLC | 4,832 | $314.0K | 0.08% | +121+2.6% | Added |
| Mission Wealth Management, LP | 4,865 | $316.1K | 0.01% | +1,251+34.6% | Added |
| David R. Rahn & Associates Inc. | 4,879 | $317.1K | 0.13% | +4,879 | New |
| KLCM Advisors, Inc. | 4,889 | $317.8K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,887 | $318.6K | 0.01% | +1,128+30.0% | Added |
| Avaii Wealth Management, LLC | 4,945 | $321.4K | 0.19% | −6,138−55.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 4,947 | $321.5K | 0.10% | −640−11.5% | Reduced |
| Pring Turner Capital Group Inc | 5,016 | $326.0K | 0.24% | +5,016 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,060 | $328.8K | 0.05% | +4+0.1% | Added |
| Archetype Wealth Partners | 5,060 | $329.0K | 0.05% | +5,060 | New |
| Proequities, Inc. | 5,062 | $330.1K | 0.02% | +304+6.4% | Added |
| G&S Capital LLC | 5,090 | $330.8K | 0.15% | +5,090 | New |
| Alpha Cubed Investments, LLC | 5,141 | $334.1K | 0.02% | +649+14.4% | Added |
| Quadcap Wealth Management, LLC | 5,141 | $334.1K | 0.08% | +412+8.7% | Added |
| Insight Advisors, LLC | 5,175 | $336.3K | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 5,195 | $337.6K | 0.00% | +742+16.7% | Added |
| waypoint wealth counsel | 5,204 | $338.2K | 0.26% | +5,204 | New |
| Lion Street Advisors, LLC | 5,704 | $340.6K | 0.14% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,255 | $341.5K | 0.06% | +5,255 | New |
| American State Bank (Iowa) | 5,259 | $341.8K | 0.23% | −1,076−17.0% | Reduced |
| RMR Wealth Builders | 5,262 | $342.0K | 0.04% | +5,262 | New |
| 9258 Wealth Management, LLC | 5,265 | $342.2K | 0.05% | 00.0% | Unchanged |
| Burney Co | 5,270 | $342.5K | 0.01% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,341 | $342.9K | 0.01% | −4,668−46.6% | Reduced |
| TKG Advisors, LLC | 5,277 | $343.0K | 0.19% | +5,277 | New |
| Joel Isaacson & Co., LLC | 5,292 | $344.0K | 0.02% | +258+5.1% | Added |
| CoreCommodity Management, LLC | 5,297 | $344.3K | 0.12% | −8,865−62.6% | Reduced |
| Hikari Tsushin, Inc. | 5,297 | $344.3K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,310 | $345.1K | 0.14% | −48−0.9% | Reduced |
| Carret Asset Management, LLC | 5,326 | $346.1K | 0.04% | +805+17.8% | Added |
| FineMark National Bank & Trust | 5,334 | $346.7K | 0.01% | +264+5.2% | Added |
| Flaharty Asset Management, LLC | 5,335 | $346.7K | 0.05% | +500+10.3% | Added |
| Chicago Partners Investment Group LLC | 5,159 | $347.7K | 0.01% | +325+6.7% | Added |
| EP Wealth Advisors, LLC | 5,381 | $349.7K | 0.00% | −524−8.9% | Reduced |
| Segment Wealth Management, LLC | 5,405 | $351.3K | 0.03% | +845+18.5% | Added |
| Compton Wealth Advisory Group, LLC | 5,432 | $353.0K | 0.10% | +5,432 | New |
| Alliance Wealth Advisors, LLC | 5,444 | $353.8K | 0.11% | +2,042+60.0% | Added |
| Accuvest Global Advisors | 5,446 | $354.0K | 0.15% | −215−3.8% | Reduced |
| Fayez Sarofim & Co | 5,451 | $354.3K | 0.00% | −3,226−37.2% | Reduced |
| Green Square Capital Advisors LLC | 5,458 | $354.7K | 0.05% | +940+20.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,300 | $355.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,571 | $358.7K | 0.01% | +249+4.7% | Added |
| Threadgill Financial, LLC | 5,595 | $363.6K | 0.16% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,620 | $365.2K | 0.00% | −28−0.5% | Reduced |
| Northstar Group, Inc. | 5,635 | $366.2K | 0.07% | +20.0% | Added |
| Rosenberg Matthew Hamilton | 5,539 | $367.7K | 0.11% | +119+2.2% | Added |
| CKW Financial Group | 5,563 | $369.0K | 0.05% | +1,263+29.4% | Added |
| Quadrant Capital Group LLC | 5,694 | $370.1K | 0.03% | +162+2.9% | Added |
| Harbour Investments, Inc. | 5,759 | $374.3K | 0.01% | −1,486−20.5% | Reduced |
| Saxon Interests, Inc. | 5,805 | $377.3K | 0.18% | +65+1.1% | Added |
| Chilton Capital Management LLC | 5,830 | $378.9K | 0.02% | +2,086+55.7% | Added |
| Ironwood Financial, llc | 5,886 | $382.5K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 5,931 | $385.5K | 0.01% | −60−1.0% | Reduced |
| Circle Wealth Management, LLC | 5,940 | $386.0K | 0.01% | +5,940 | New |
| Caldwell Trust Co | 5,944 | $386.3K | 0.04% | +339+6.0% | Added |
| Ausdal Financial Partners, Inc. | 5,998 | $389.8K | 0.05% | −184−3.0% | Reduced |
| Harbor Advisors LLC | 6,000 | $389.9K | 0.07% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 6,006 | $390.3K | 0.01% | +367+6.5% | Added |
| Oxbow Advisors, LLC | 6,015 | $390.9K | 0.05% | +2,500+71.1% | Added |
| Woodward Diversified Capital, LLC | 6,018 | $391.2K | 0.24% | −10.0% | Reduced |
| Empire Financial Management Company, LLC | 6,033 | $392.1K | 0.13% | +400+7.1% | Added |
| TCI Wealth Advisors, Inc. | 6,043 | $392.7K | 0.04% | +188+3.2% | Added |
| Leavell Investment Management, Inc. | 6,041 | $394.0K | 0.02% | +286+5.0% | Added |
| Washington Trust Bank | 6,085 | $395.5K | 0.04% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 6,105 | $396.8K | 0.04% | +162+2.7% | Added |
| Wealth Alliance | 6,131 | $398.4K | 0.05% | +260+4.4% | Added |
| Leonteq Securities AG | 6,183 | $401.8K | 0.05% | −20,245−76.6% | Reduced |
| Wealthcare Advisory Partners LLC | 6,189 | $402.2K | 0.01% | −266−4.1% | Reduced |
| Oak Grove Capital LLC | 6,200 | $402.9K | 0.11% | −5,000−44.6% | Reduced |
| Bank of Hawaii | 6,233 | $405.1K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 6,141 | $407.6K | 0.17% | −344−5.3% | Reduced |
| Northwest Wealth Management, LLC | 6,309 | $410.0K | 0.11% | −30−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 6,375 | $414.3K | 0.14% | +1,475+30.1% | Added |
| Parkside Financial Bank & Trust | 6,391 | $415.4K | 0.07% | −5,752−47.4% | Reduced |
| Flputnam Investment Management Co | 6,425 | $417.6K | 0.01% | +328+5.4% | Added |
| Clearstead Advisors, LLC | 6,674 | $419.9K | 0.02% | −6,149−48.0% | Reduced |
| APCM Wealth Management for Individuals | 6,500 | $422.4K | 0.06% | +6,500 | New |
| Spire Wealth Management | 6,587 | $428.1K | 0.01% | −500−7.1% | Reduced |
| Whittier Trust Co | 6,623 | $430.4K | 0.01% | −96−1.4% | Reduced |