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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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OXY

OXY 13F Holders & Ownership Data (1327 Funds)

Occidental Petroleum CORP

+$20.7B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1327

Popularity Rank

#273

Avg Weight

0.21%

Total Value

$57.0B

Ownership Trend

1327 institutions currently hold OXY, with 734 net buyers and 479 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

479

Net Buying Institutions

734

Key Holders

Key Holders

Top 5 by Value

Berkshire Hathaway IncBerkshire Hathaway Inc
$17.2B
D&
Dodge & Cox
$4.8B
BI
BlackRock, Inc.
$3.4B
VC
Vanguard Capital Management LLC
$3.1B
SS
State Street CORP
$2.8B

Top 5 by Conviction

SI
Scharf Investments, LLC
7.18%
Berkshire Hathaway IncBerkshire Hathaway Inc
6.55%
SC
Smead Capital Management, Inc.
4.38%
HI
H&H International Investment, LLC
3.33%
D&
Dodge & Cox
2.65%
View all 1327 holding institutions

Across its top 20 institutional holders, OXY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$20.7B

Total Buy Value

$10.3B

Total Sell Value

New buy277
Trim381
Add457
Sold out98

734

Net Buyers

479

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional flows surge, OXY poised for upside

Signal Basis

In the latest 13F quarter, institutional net value change was +$20.66B, with 734 net buyers vs. 479 net sellers and 277 new buys against 98 exits, indicating broad-based accumulation across the institutional investor base.

Confirmation

Any insider buying activity (Form 4 filings) in the next 30 days would further confirm the bullish trend signaled by institutions.

Invalidation Risk

A reversal in institutional net flows or unexpected insider selling in subsequent quarters could invalidate the current bullish outlook.

AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.

See the institutional 13F filings behind this signal

Smart Money Convergence

OXY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/OXY

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Feb 25
BuySell
ActionInsiderTitleDateValue
BuyKLESSE WILLIAM RDirector2025-12-16$195K
BuyBERKSHIRE HATHAWAY INCInsider2025-02-07$35.72M
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-10
2026-07-10

Occidental Petroleum filed an 8-K on July 10, 2026, reporting its financial results under Item 2.02 and providing related exhibits under Item 9.01. The filing states that the information is furnished, not filed, for SEC purposes. No specific earnings figures are included in this excerpt.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

674599105, 67459910 , 674599905, 674599955

FAQ

Who are the top institutional investors holding OCCIDENTAL PETROLEUM CORP (OXY)?
Major stakeholders currently include Berkshire Hathaway Inc ($17.2B), Dodge & Cox ($4.8B), BlackRock, Inc. ($3.4B). Based on the latest 13F filings, there are a total of 1327 tracked investment funds and institutions maintaining positions in OXY.
What is the overall institutional sentiment toward OXY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $20.7B, driven by 734 managers accumulating shares while 479 reduced their exposure.
Which institutions have been selling or reducing their OXY positions?
In the latest period, 381 funds trimmed their holdings, and 98 managers completely exited their positions. The aggregate reported sell value was $10.3B.
Are there any notable investors adding OXY to their portfolios?
Yes, buying activity remains notable. 277 institutions opened new positions in {ticker}, and 457 existing holders added to their shares. The total reported buy value for the quarter amounted to $20.7B.

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Trending Institutional Adds

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