# OCCIDENTAL PETE CORP (OXY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OXY/

- Reporting holders: 52
- Reported value: $82.1M
- Held through calls: 0.0%
- Held through puts: 1.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $53.5M | 967,395 | 5.4% | 32 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $3.5M | 63,170 | 0.6% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.1M | 56,715 | 0.0% | 16 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.0M | 36,333 | 0.0% | 2 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.6M | 28,767 | 0.0% | 6 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.5M | 24,582 | 0.0% | 20 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 23,060 | 0.0% | 12 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $1.2M | 6,422 | 0.3% | 1 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.1M | 19,806 | 1.1% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.1M | 19,137 | 0.1% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.0M | 18,114 | 0.0% | 19 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $952.5K | 17,218 | 0.5% | 10 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $922.8K | 15,957 | 0.3% | 28 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $813.6K | 14,708 | 0.6% | 4 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $789.9K | 14,278 | 0.6% | 4 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $727.0K | 13,141 | 0.1% | 2 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $710.8K | 12,848 | 0.0% | 19 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $687.3K | 12,424 | 0.1% | 7 |
| [Kearns & Associates LLC](https://holderbook.com/funds/1908695-kearns-associates-llc/) | $628.9K | 11,368 | 0.3% | 16 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $553.8K | 10,011 | 0.1% | 7 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $533.3K | 9,639 | 0.0% | 24 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $532.1K | 9,618 | 0.1% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $522.7K | 8,979 | 0.0% | 8 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $356.8K | 6,449 | 0.1% | 1 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $345.9K | 5,906 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $82.1M |
| Q2 2026 | 1,253 | $47.2B |
| Q1 2026 | 1,314 | $57.1B |
| Q4 2025 | 1,133 | $34.8B |
| Q3 2025 | 1,171 | $39.6B |
| Q2 2025 | 1,149 | $34.8B |
| Q1 2025 | 1,217 | $39.9B |
| Q4 2024 | 1,223 | $39.7B |
| Q3 2024 | 1,217 | $41.3B |
| Q2 2024 | 1,233 | $49.9B |
| Q1 2024 | 1,252 | $53.8B |
| Q4 2023 | 1,235 | $47.4B |