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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 11,472 | $745.5K | 0.22% | +5,381+88.3% | Added |
| Eight 31 Financial LLC | 11,369 | $738.9K | 0.46% | +178+1.6% | Added |
| MBB Public Markets I LLC | 11,350 | $737.6K | 0.05% | −278,698−96.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,303 | $737.1K | 0.02% | −88−0.8% | Reduced |
| Wellington Shields & Co., LLC | 11,300 | $734.4K | 0.25% | +4,500+66.2% | Added |
| Private Trust Co NA | 11,296 | $734.1K | 0.08% | −31−0.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,294 | $734.0K | 0.23% | +11,294 | New |
| Teamwork Financial Advisors, LLC | 11,274 | $732.7K | 0.11% | −10,382−47.9% | Reduced |
| Financial Sense Advisors, Inc. | 11,253 | $731.3K | 0.26% | −67,726−85.8% | Reduced |
| Carson Advisory Inc. | 11,152 | $724.8K | 0.51% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,131 | $723.4K | 0.00% | −3,275−22.7% | Reduced |
| Signaturefd, LLC | 11,007 | $715.4K | 0.02% | −36−0.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,964 | $713.1K | 0.17% | +752+7.4% | Added |
| Brown Advisory Inc | 10,854 | $705.4K | 0.00% | +535+5.2% | Added |
| Shelton Wealth Management, LLC | 10,844 | $704.8K | 0.44% | +3,877+55.6% | Added |
| Samalin Investment Counsel, LLC | 10,811 | $702.6K | 0.33% | +41+0.4% | Added |
| Kearns & Associates LLC | 10,800 | $701.9K | 0.54% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,742 | $701.0K | 0.03% | +10,742 | New |
| Meridian Wealth Management, LLC | 10,763 | $699.5K | 0.12% | −5,459−33.7% | Reduced |
| Little House Capital LLC | 10,753 | $698.8K | 0.23% | +10,753 | New |
| Horizon Investments, LLC | 10,731 | $697.4K | 0.02% | +75+0.7% | Added |
| Sendero Wealth Management, LLC | 10,688 | $694.6K | 0.12% | +3,585+50.5% | Added |
| Investment Management Corp of Ontario | 10,634 | $691.1K | 0.02% | −4,900−31.5% | Reduced |
| Fox Run Management, L.L.C. | 10,539 | $684.9K | 0.15% | +10,539 | New |
| Capstone Investment Advisors, LLC | 10,502 | $682.5K | 0.01% | −9,589−47.7% | Reduced |
| Harbor Investment Advisory, LLC | 10,387 | $675.1K | 0.07% | −818−7.3% | Reduced |
| Fruth Investment Management | 10,353 | $672.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Vermont | 10,330 | $671.3K | 0.04% | −1,709−14.2% | Reduced |
| Intrua Financial, LLC | 10,298 | $669.3K | 0.10% | +5,565+117.6% | Added |
| Donoghue Forlines LLC | 10,296 | $669.1K | 0.19% | −151−1.4% | Reduced |
| Independent Financial Group, LLC | 10,239 | $665.4K | 0.03% | −3,409−25.0% | Reduced |
| Cardiff Park Advisors, LLC | 10,151 | $659.7K | 0.06% | +27+0.3% | Added |
| Foundations Investment Advisors, LLC | 10,146 | $659.4K | 0.02% | +1,663+19.6% | Added |
| Freemont Management S.A. | 10,000 | $649.9K | 0.10% | −15,000−60.0% | Reduced |
| U S Global Investors Inc | 10,000 | $649.9K | 0.05% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $649.9K | 0.08% | 00.0% | Unchanged |
| Herr Investment Group LLC | 10,000 | $649.9K | 0.20% | 00.0% | Unchanged |
| Strategic Advocates LLC | 9,976 | $648.3K | 0.25% | −380−3.7% | Reduced |
| Capital Asset Advisory Services LLC | 9,319 | $645.3K | 0.04% | +124+1.3% | Added |
| Fox Hill Wealth Management | 9,896 | $643.1K | 0.43% | +290+3.0% | Added |
| SignalPoint Asset Management, LLC | 9,850 | $640.2K | 0.18% | +1,300+15.2% | Added |
| Well Done, LLC | 9,825 | $638.5K | 0.13% | +231+2.4% | Added |
| Journey Advisory Group, LLC | 9,785 | $635.9K | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,748 | $633.5K | 0.01% | +1,245+14.6% | Added |
| Caxton Associates LP | 9,700 | $630.4K | 0.04% | +1,200+14.1% | Added |
| First Manhattan Co | 9,650 | $627.2K | 0.00% | −251−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 9,631 | $625.9K | 0.01% | −924−8.8% | Reduced |
| E&G Advisors, LP | 9,603 | $624.1K | 0.20% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 10,398 | $620.9K | 0.59% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,552 | $620.8K | 0.01% | +54+0.6% | Added |
| Park Avenue Securities LLC | 9,430 | $613.0K | 0.01% | −4,721−33.4% | Reduced |
| Verdence Capital Advisors LLC | 9,411 | $611.6K | 0.06% | +533+6.0% | Added |
| Jacobi Capital Management LLC | 9,376 | $609.4K | 0.06% | −1,350−12.6% | Reduced |
| Financial Advocates Investment Management | 9,319 | $605.6K | 0.04% | +1,344+16.9% | Added |
| Allianz SE | 9,300 | $604.4K | 0.02% | +9,300 | New |
| Capital Investment Advisory Services, LLC | 9,226 | $599.6K | 0.06% | +86+0.9% | Added |
| J.W. Cole Advisors, Inc. | 9,167 | $595.8K | 0.03% | +609+7.1% | Added |
| Bleakley Financial Group, LLC | 9,166 | $595.7K | 0.02% | +15+0.2% | Added |
| Simplicity Wealth,LLC | 9,145 | $594.3K | 0.01% | +9,145 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,126 | $593.1K | 0.03% | +1,800+24.6% | Added |
| New Capital Management LP | 9,112 | $592.2K | 0.18% | +9,112 | New |
| Matthew Goff Investment Advisor, LLC | 9,055 | $588.5K | 0.12% | +250+2.8% | Added |
| Sweet Financial Partners, LLC | 9,035 | $587.2K | 0.14% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,026 | $586.6K | 0.12% | +3,533+64.3% | Added |
| First National Trust Co | 9,026 | $586.6K | 0.02% | +2,668+42.0% | Added |
| Midwest Professional Planners, LTD. | 9,015 | $585.9K | 0.21% | +9,015 | New |
| NorthRock Partners, LLC | 8,975 | $585.2K | 0.02% | −176−1.9% | Reduced |
| Wealthspire Advisors, LLC | 9,000 | $584.9K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,998 | $584.8K | 0.02% | −919−9.3% | Reduced |
| Global Retirement Partners, LLC | 8,920 | $579.7K | 0.02% | +468+5.5% | Added |
| Commerzbank Aktiengesellschaft | 8,913 | $579.0K | 0.02% | +1,263+16.5% | Added |
| Hancock Whitney Corp | 8,860 | $575.8K | 0.02% | −376−4.1% | Reduced |
| Fosun International Ltd | 8,850 | $575.2K | 0.18% | 00.0% | Unchanged |
| Nwam LLC | 8,819 | $573.8K | 0.05% | −2,495−22.1% | Reduced |
| Blair William & Co | 8,740 | $568.0K | 0.00% | −11−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 8,694 | $565.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 8,663 | $563.0K | 0.34% | −23,581−73.1% | Reduced |
| Baxter Bros Inc | 8,615 | $559.9K | 0.07% | +525+6.5% | Added |
| YHB Investment Advisors, Inc. | 8,608 | $559.4K | 0.05% | +4,644+117.2% | Added |
| Wellington Shields Capital Management, LLC | 8,575 | $557.3K | 0.11% | +2,300+36.7% | Added |
| Brown Brothers Harriman & Co | 8,504 | $552.7K | 0.00% | −479−5.3% | Reduced |
| Silicon Valley Capital Partners | 8,503 | $552.6K | 0.08% | +4,709+124.1% | Added |
| Meeder Advisory Services, Inc. | 8,503 | $552.6K | 0.06% | +164+2.0% | Added |
| Emfo, LLC | 8,500 | $552.4K | 0.51% | +2,500+41.7% | Added |
| Fiera Capital Corp | 8,410 | $546.6K | 0.00% | −590−6.6% | Reduced |
| Cranbrook Wealth Management, LLC | 8,352 | $542.8K | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,320 | $540.7K | 0.01% | +2,800+50.7% | Added |
| Lake Street Financial LLC | 8,294 | $539.0K | 0.07% | +22+0.3% | Added |
| Marex Group plc | 8,257 | $536.6K | 0.02% | −9,893−54.5% | Reduced |
| Stratos Wealth Advisors, LLC | 8,140 | $529.0K | 0.03% | +3,628+80.4% | Added |
| Rothschild Investment LLC | 8,079 | $525.1K | 0.04% | +761+10.4% | Added |
| Scissortail Wealth Management, LLC | 8,029 | $521.8K | 0.14% | +8,029 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 7,983 | $518.8K | 0.06% | +35+0.4% | Added |
| Pine Valley Investments Ltd Liability Co | 7,942 | $516.3K | 0.04% | +3,759+89.9% | Added |
| Intrust Bank NA | 7,911 | $514.2K | 0.06% | +9+0.1% | Added |
| Good Life Advisors, LLC | 7,905 | $513.7K | 0.05% | −1,285−14.0% | Reduced |
| VisionPoint Advisory Group, LLC | 7,904 | $513.7K | 0.19% | −7,034−47.1% | Reduced |
| Keene & Associates, Inc. | 7,795 | $506.6K | 0.38% | +958+14.0% | Added |
| Sender Co & Partners, Inc. | 7,761 | $504.4K | 0.87% | +7,761 | New |
| XR Securities LLC | 7,728 | $502.2K | 0.15% | +7,728 | New |