Who owns Occidental Petroleum (OXY)
Which tracked institutional funds hold OXY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OXY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
165 tracked funds added or opened OXY while 460 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OXY’s largest tracked holder by dollar value, BERKSHIRE HATHAWAY INC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OXY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1186 tracked filers holding OXY, 682 increased or opened the position and 601 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OXY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 60
- Qube Research & Technologies Ltd$271M
- RENAISSANCE TECHNOLOGIES LLC$56M
- Danica Pension, Livsforsikringsaktieselskab$25M
- TORTOISE CAPITAL ADVISORS, L.L.C.$23M
- IMC-Chicago, LLC$22M
- KAYNE ANDERSON CAPITAL ADVISORS LP$17M
Full exits 86
- GQG Partners LLC$1.2B
- Amundi$194M
- Himalaya Capital Management LLC$95M
- HRT FINANCIAL LP$60M
- SG Americas Securities, LLC$50M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$47M
Largest adds
- DANSKE BANK A/S$172M
- Bank of New York Mellon Corp$143M
- Invesco Ltd.$137M
- D. E. Shaw & Co., Inc.$128M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$105M
- Point72 Asset Management, L.P.$78M
Largest trims
- BERKSHIRE HATHAWAY INC$4.4B
- DODGE & COX$1.3B
- VANGUARD CAPITAL MANAGEMENT LLC$746M
- STATE STREET CORP$571M
- VANGUARD PORTFOLIO MANAGEMENT LLC$433M
- GEODE CAPITAL MANAGEMENT, LLC$291M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 264,941,431 | $12.9B | 34.1% | 2026-Q2 |
| DODGE & COX trimmed | 72,764,944 | $3.5B | 9.4% | 2026-Q2 |
| BlackRock, Inc. added | 55,855,049 | $2.7B | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 48,097,126 | $2.3B | 6.2% | 2026-Q2 |
| STATE STREET CORP added | 46,141,269 | $2.3B | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 39,510,431 | $1.9B | 5.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 19,900,735 | $963M | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 12,745,004 | $619M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 12,240,048 | $594M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 11,473,188 | $557M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,643,916 | $517M | 1.4% | 2026-Q2 |
| H&H International Investment, LLC | 10,261,500 | $498M | 1.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 10,026,694 | $487M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,730,796 | $327M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 6,522,586 | $317M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,760,317 | $280M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,622,427 | $273M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 5,585,331 | $271M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 5,193,668 | $252M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,647,331 | $226M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 4,093,322 | $199M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,871,511 | $188M | 0.5% | 2026-Q2 |
| UBS Group AG added | 3,825,633 | $186M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 3,721,356 | $181M | 0.5% | 2026-Q2 |
| DANSKE BANK A/S added | 3,587,419 | $174M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,576,936 | $174M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,476,632 | $169M | 0.4% | 2026-Q2 |
| Scharf Investments, LLC trimmed | 3,187,747 | $155M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,076,764 | $149M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,934,962 | $143M | 0.4% | 2026-Q2 |
| Smead Capital Management, Inc. trimmed | 2,889,985 | $140M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,724,339 | $132M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,596,088 | $127M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 2,429,524 | $118M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 2,420,563 | $118M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,291,616 | $111M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,277,245 | $111M | 0.3% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 2,219,769 | $108M | 0.3% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 2,183,837 | $106M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 2,086,214 | $101M | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 2,065,731 | $100M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,984,408 | $96M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,892,318 | $92M | 0.2% | 2026-Q2 |
| Sourcerock Group LLC added | 1,835,700 | $89M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,791,143 | $87M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,790,655 | $87M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,747,316 | $85M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 1,702,420 | $83M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,686,344 | $82M | 0.2% | 2026-Q2 |
| Adams Asset Advisors, LLC trimmed | 1,650,049 | $80M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,590,417 | $77M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,566,381 | $76M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,556,428 | $76M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 1,395,075 | $68M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,380,387 | $67M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,380,015 | $67M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,312,047 | $64M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,209,385 | $59M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,142,754 | $56M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,141,895 | $55M | 0.1% | 2026-Q2 |
| National Pension Service trimmed | 1,141,883 | $55M | 0.1% | 2026-Q2 |
| Encompass Capital Advisors LLC added | 1,138,000 | $55M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,104,232 | $54M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,103,577 | $54M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,034,216 | $50M | 0.1% | 2026-Q2 |
| Philip James Wealth Mangement, LLC added | 1,023,537 | $27M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,005,807 | $49M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,001,879 | $49M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 997,829 | $48M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 883,909 | $43M | 0.1% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 867,574 | $42M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 860,456 | $42M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 852,678 | $41M | 0.1% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 833,612 | $40M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 821,124 | $40M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 807,333 | $40M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 805,578 | $39M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 797,965 | $39M | 0.1% | 2026-Q2 |
| Swedbank AB trimmed | 792,639 | $38M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 772,444 | $50M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 760,394 | $37M | 0.1% | 2026-Q2 |
| Tredje AP-fonden trimmed | 728,316 | $35M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 713,272 | $35M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 680,313 | $33M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 653,421 | $32M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 644,599 | $31M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 625,713 | $30M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 624,468 | $30M | 0.1% | 2026-Q2 |
| Aventail Capital Group, LP added | 618,040 | $30M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 617,077 | $30M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 613,495 | $30M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 585,316 | $28M | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 585,287 | $28M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 573,263 | $28M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 572,734 | $28M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 541,572 | $26M | 0.1% | 2026-Q2 |
| Danica Pension, Livsforsikringsaktieselskab new | 523,258 | $25M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 514,014 | $25M | 0.1% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 512,832 | $25M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 503,765 | $24M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.