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, Q3 2024
Institutional positions in Occidental Petroleum Corp as of Sep 30, 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
- 1,211
- −2 vs. Q2 2024
- Shares held
- 721.0M
- +48.1M (+7.1%) vs. Q2 2024
- Total value
- $37.2B
- −$5.24B (−12.4%) vs. Q2 2024
- New holders
- 140
- 481 more added
- Sold out
- 142
- 400 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Occidental Petroleum Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspiriant, LLC | 3,904 | $201.2K | 0.01% | +4+0.1% | Added |
| Councilmark Asset Management, LLC | 3,915 | $201.8K | 0.14% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,915 | $201.8K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,927 | $202.4K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,931 | $202.6K | 0.03% | +40+1.0% | Added |
| Courier Capital LLC | 3,940 | $203.1K | 0.01% | +500+14.5% | Added |
| Liberty One Investment Management, LLC | 3,954 | $203.8K | 0.02% | +154+4.1% | Added |
| Carlson Capital Management | 3,959 | $204.0K | 0.01% | −10.0% | Reduced |
| Wealth Alliance | 3,964 | $204.3K | 0.02% | −2,024−33.8% | Reduced |
| Segment Wealth Management, LLC | 3,973 | $204.8K | 0.01% | +196+5.2% | Added |
| Strid Group, LLC | 3,973 | $204.8K | 0.03% | −26−0.7% | Reduced |
| PACK Private Wealth, LLC | 3,990 | $205.6K | 0.12% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,979 | $205.9K | 0.00% | −1,050−20.9% | Reduced |
| DeepCurrents Investment Group LLC | 4,000 | $206.2K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,000 | $206.2K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,000 | $206.2K | 0.04% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 4,000 | $206.2K | 0.11% | +500+14.3% | Added |
| Spears Abacus Advisors LLC | 4,000 | $206.2K | 0.00% | +4,000 | New |
| Benjamin Edwards Inc | 4,000 | $206.2K | 0.00% | +4,000 | New |
| Intrua Financial, LLC | 4,005 | $206.4K | 0.03% | +601+17.7% | Added |
| Atwood & Palmer Inc | 4,010 | $206.7K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,018 | $207.1K | 0.00% | +4,018 | New |
| FSM Wealth Advisors, LLC | 4,025 | $207.4K | 0.06% | +167+4.3% | Added |
| Mesirow Financial Investment Management, Inc. | 4,028 | $207.6K | 0.00% | +514+14.6% | Added |
| Wells Trecaso Financial Group, LLC | 4,030 | $207.7K | 0.07% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 4,030 | $207.7K | 0.04% | −578−12.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,863 | $208.2K | 0.02% | −25−0.6% | Reduced |
| Trust Co of Oklahoma | 4,040 | $208.2K | 0.07% | −326−7.5% | Reduced |
| Retirement Planning Group | 4,048 | $208.6K | 0.01% | −20.0% | Reduced |
| WR Wealth Planners, LLC | 4,054 | $208.9K | 0.06% | +644+18.9% | Added |
| Woodstock Corp | 4,071 | $209.8K | 0.02% | −94−2.3% | Reduced |
| Smith, Moore & Co. | 4,079 | $210.2K | 0.02% | −111−2.6% | Reduced |
| Clarius Group, LLC | 4,207 | $211.6K | 0.01% | −874−17.2% | Reduced |
| Smith Thornton Advisors LLC | 4,106 | $211.6K | 0.14% | +4,106 | New |
| Horizon Advisory Services, Inc. | 4,110 | $211.8K | 0.10% | −53−1.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,120 | $212.3K | 0.04% | +4,120 | New |
| Paradigm Financial Partners, LLC | 4,164 | $212.9K | 0.03% | +4,164 | New |
| Carnegie Lake Advisors LLC | 4,125 | $213.0K | 0.08% | +4,125 | New |
| Grimes & Company, Inc. | 4,133 | $213.0K | 0.01% | +296+7.7% | Added |
| Cullinan Associates Inc | 4,114 | $213.8K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,170 | $214.9K | 0.02% | −223−5.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,181 | $215.5K | 0.00% | −80−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,189 | $215.9K | 0.02% | −969−18.8% | Reduced |
| Principal Securities, Inc. | 4,203 | $216.6K | 0.01% | +40+1.0% | Added |
| Confluence Wealth Services, Inc. | 4,204 | $216.7K | 0.02% | −36−0.8% | Reduced |
| SpiderRock Advisors, LLC | 4,266 | $219.9K | 0.00% | −69−1.6% | Reduced |
| Acorn Financial Advisory Services Inc | 4,288 | $221.0K | 0.04% | 00.0% | Unchanged |
| Family Management Corp | 4,297 | $221.5K | 0.04% | −99−2.3% | Reduced |
| Peirce Capital Management, LLC | 4,299 | $221.6K | 0.11% | +782+22.2% | Added |
| Copperwynd Financial, LLC | 4,301 | $221.7K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,318 | $222.0K | 0.01% | −996−18.7% | Reduced |
| Alpha Cubed Investments, LLC | 4,323 | $222.8K | 0.01% | −950−18.0% | Reduced |
| Brave Asset Management Inc | 4,324 | $222.9K | 0.06% | +4,324 | New |
| Inspire Advisors, LLC | 4,330 | $223.2K | 0.03% | +30+0.7% | Added |
| Saxon Interests, Inc. | 4,345 | $223.9K | 0.10% | −580−11.8% | Reduced |
| Essex Financial Services, Inc. | 4,309 | $224.5K | 0.02% | +362+9.2% | Added |
| Headinvest, LLC | 4,399 | $226.7K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,451 | $229.0K | 0.00% | −8,477−65.6% | Reduced |
| NBC Securities, Inc. | 4,476 | $230.0K | 0.02% | +250+5.9% | Added |
| Ethic Inc. | 3,543 | $230.3K | 0.01% | −2,185−38.1% | Reduced |
| Pavion Blue Capital, LLC | 4,469 | $230.3K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 4,490 | $231.4K | 0.01% | −1,889−29.6% | Reduced |
| Gibbs Wealth Management | 4,510 | $232.4K | 0.08% | +4,510 | New |
| Verus Capital Partners, LLC | 4,518 | $232.8K | 0.02% | +812+21.9% | Added |
| Kovack Advisors, Inc. | 4,526 | $233.3K | 0.02% | −142−3.0% | Reduced |
| Strategic Advocates LLC | 4,543 | $234.2K | 0.08% | −128−2.7% | Reduced |
| Weinberger Asset Management, Inc | 4,554 | $234.7K | 0.10% | +132+3.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,580 | $236.1K | 0.00% | +4,580 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 4,581 | $236.1K | 0.07% | +122+2.7% | Added |
| Freestone Capital Holdings, LLC | 4,596 | $236.9K | 0.01% | −497−9.8% | Reduced |
| Shelton Capital Management | 4,602 | $237.2K | 0.01% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,629 | $238.6K | 0.07% | +416+9.9% | Added |
| Wintrust Investments LLC | 4,648 | $239.0K | 0.18% | −80,821−94.6% | Reduced |
| Haverford Trust Co | 4,672 | $240.8K | 0.00% | +4,672 | New |
| Triton Wealth Management, PLLC | 4,599 | $245.0K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,760 | $245.3K | 0.23% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,509 | $246.9K | 0.01% | +118+2.7% | Added |
| Unique Wealth, LLC | 4,830 | $248.9K | 0.06% | +8+0.2% | Added |
| Harbour Investments, Inc. | 4,844 | $249.7K | 0.01% | −389−7.4% | Reduced |
| MBB Public Markets I LLC | 4,860 | $250.5K | 0.02% | −43,890−90.0% | Reduced |
| KLCM Advisors, Inc. | 4,889 | $252.0K | 0.03% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,892 | $252.2K | 0.04% | +20.0% | Added |
| Flputnam Investment Management Co | 4,939 | $254.6K | 0.00% | −1,667−25.2% | Reduced |
| LMR Partners LLP | 4,949 | $255.1K | 0.01% | +4,949 | New |
| Cary Street Partner Investment Advisory LLC | 4,966 | $255.9K | 0.01% | +1,372+38.2% | Added |
| Lake Street Advisors Group, LLC | 4,946 | $256.0K | 0.01% | +8+0.2% | Added |
| JT Stratford LLC | 4,980 | $256.7K | 0.04% | +4,980 | New |
| Conning Inc. | 4,988 | $257.1K | 0.01% | −54−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 5,005 | $257.9K | 0.02% | +5,005 | New |
| Herold Advisors, Inc. | 5,007 | $258.1K | 0.06% | +601+13.6% | Added |
| Allworth Financial LP | 5,051 | $260.3K | 0.00% | −168−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,080 | $261.8K | 0.01% | −221−4.2% | Reduced |
| Sawyer & Company, Inc | 5,110 | $263.0K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,119 | $263.8K | 0.01% | −242−4.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,124 | $264.0K | 0.00% | +170+3.4% | Added |
| Tyche Wealth Partners LLC | 5,135 | $264.7K | 0.06% | −40−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 5,143 | $265.1K | 0.01% | +1,770+52.5% | Added |
| Focus Financial Network, Inc. | 5,130 | $265.3K | 0.01% | +841+19.6% | Added |
| Gryphon Financial Partners LLC | 5,152 | $265.5K | 0.04% | −76−1.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,161 | $266.0K | 0.02% | −675−11.6% | Reduced |