OCCIDENTAL PETE CORP (OXY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | $53.5M | 967,395 | 5.44% | 32q | -41.4%-$37.8M |
| Lincoln Capital LLC | $3.5M | 63,170 | 0.61% | 8q | HELD |
| Farther Finance Advisors, LLC | $3.1M | 56,715 | 0.02% | 16q | +39.3%+$885.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.0M | 36,333 | 0.03% | 2q | +36.8%+$540.4K |
| Gradient Investments LLC | $1.6M | 28,767 | 0.02% | 6q | +1.7%+$25.8K |
| Wedmont Private Capital | $1.5M | 24,582 | 0.04% | 20q | +24.9%+$295.3K |
| GAMMA Investing LLC | $1.3M | 23,060 | 0.04% | 12q | +9.5%+$111.1K |
| CenterStar Asset Management, LLC | $1.2M | 6,422 | 0.28% | new | NEW |
| Parrish Capital LLC | $1.1M | 19,806 | 1.07% | 4q | +1.9%+$20.3K |
| Central Pacific Bank - Trust Division | $1.1M | 19,137 | 0.11% | 11q | -5.6%-$62.2K |
| Valeo Financial Advisors, LLC | $1.0M | 18,114 | 0.02% | 19q | -14.2%-$166.2K |
| Hardin Capital Partners, LLC | $952.5K | 17,218 | 0.47% | 10q | -17.2%-$198.3K |
| Pacifica Partners Inc. | $922.8K | 15,957 | 0.28% | 28q | -1.4%-$13.3K |
| Athena Wealth Management, LLC | $813.6K | 14,708 | 0.58% | 4q | -3.7%-$31.1K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $789.9K | 14,278 | 0.57% | 4q | +15.6%+$106.4K |
| RIVERSEDGE ADVISORS, LLC | $727.0K | 13,141 | 0.09% | 2q | +107.5%+$376.7K |
| Everhart Financial Group, Inc. | $710.8K | 12,848 | 0.04% | 19q | +9.1%+$59.4K |
| CHAPIN DAVIS, INC. | $687.3K | 12,424 | 0.13% | 7q | HELD |
| Kearns & Associates LLC | $628.9K | 11,368 | 0.29% | 16q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $553.8K | 10,011 | 0.05% | 7q | +1.3%+$7.1K |
| Venture Visionary Partners LLC | $533.3K | 9,639 | 0.01% | 24q | +2.2%+$11.2K |
| VISTA INVESTMENT PARTNERS LLC | $532.1K | 9,618 | 0.14% | new | NEW |
| Apella Capital, LLC | $522.7K | 8,979 | 0.01% | 8q | +26.0%+$108.0K |
| LifeGoal Investments, LLC | $356.8K | 6,449 | 0.11% | new | NEW |
| FINANCIAL MANAGEMENT NETWORK INC | $345.9K | 5,906 | 0.05% | 3q | -1.0%-$3.6K |
| MOODY NATIONAL BANK TRUST DIVISION | $263.3K | 4,759 | 0.02% | 3q | +8.8%+$21.2K |
| Rosenberg Matthew Hamilton | $235.1K | 4,249 | 0.04% | 26q | +8.3%+$18.1K |
| Avidian Wealth Enterprises, LLC | $208.8K | 3,775 | 0.01% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $179.9K | 3,253 | 0.01% | 16q | +7.9%+$13.2K |
| CoreCap Advisors, LLC | $158.0K | 2,855 | 0.00% | 9q | +18.7%+$24.9K |
| Investors Research Corp | $151.0K | 2,730 | 0.03% | 31q | -6.1%-$9.7K |
| Versant Capital Management, Inc | $150.0K | 2,711 | 0.01% | 32q | -19.1%-$35.4K |
| EASTERN BANK | $128.7K | 2,327 | 0.00% | 9q | HELD |
| Hickory Point Bank & Trust | $107.9K | 1,950 | 0.06% | 3q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $92.4K | 1,670 | 0.03% | 5q | +3.4%+$3.0K |
| MassMutual Private Wealth & Trust, FSB | $89.2K | 1,612 | 0.00% | 23q | -4.5%-$4.2K |
| TOMPKINS FINANCIAL CORP | $81.7K | 1,476 | 0.01% | 19q | HELD |
| GK Wealth Management LLC | $77.0K | 1,392 | 0.04% | new | NEW |
| GoalVest Advisory LLC | $44.1K | 798 | 0.01% | 5q | HELD |
| Grove Bank & Trust | $44.0K | 796 | 0.00% | 16q | HELD |
| Byrne Asset Management LLC | $27.7K | 479 | 0.02% | 20q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $27.2K | 492 | 0.00% | 4q | HELD |
| Bank & Trust Co | $21.5K | 388 | 0.01% | 10q | HELD |
| Planning Strategies Inc. | $12.8K | 232 | 0.01% | 2q | +10.0%+$1.2K |
| ACIMA PRIVATE WEALTH, LLC | $10.0K | 181 | 0.00% | 6q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $9.5K | 171 | 0.01% | 4q | -56.8%-$12.4K |
| Wealth Enhancement Trust Services, Inc. | $6.7K | 121 | 0.00% | 4q | -95.2%-$131.4K |
| Davis Capital Management | $1.4K | 26 | 0.00% | 5q | +100.0% |
| Trust Co | $1.3K | 23 | 0.00% | 32q | HELD |
| Bullock Wealth Management Group | $1.1K | 19 | 0.00% | 11q | HELD |
| CX Institutional | $670 | 12,111 | 0.02% | 19q | +7.5% |
| ATWOOD & PALMER INC | $554 | 10 | 0.00% | 29q | HELD |
| Retirement Wealth Solutions LLC | $388 | 7 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G | BlackRock, Inc. | 5.2% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-23 | Jackson Richard A. | President and CEO | Bought | 4,770 | $249.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 52 | $82.1M | 1,464,547 | 6 | 19 | 12 | 1.0% |
| Q2 2026 | 1,253 | $47.2B | 895,887,586 | 127 | 460 | 358 | 7.7% |
| Q1 2026 | 1,314 | $57.1B | 800,162,807 | 278 | 415 | 346 | 8.9% |
| Q4 2025 | 1,133 | $34.8B | 766,056,529 | 96 | 296 | 430 | 9.4% |
| Q3 2025 | 1,171 | $39.6B | 764,080,665 | 129 | 346 | 392 | 8.9% |
| Q2 2025 | 1,149 | $34.8B | 752,627,861 | 101 | 477 | 332 | 9.1% |
| Q1 2025 | 1,217 | $39.9B | 743,091,640 | 124 | 462 | 344 | 8.0% |
| Q4 2024 | 1,223 | $39.7B | 719,403,443 | 109 | 359 | 455 | 10.6% |
| Q3 2024 | 1,217 | $41.3B | 724,487,422 | 125 | 443 | 387 | 9.5% |
| Q2 2024 | 1,233 | $49.9B | 717,369,002 | 94 | 441 | 379 | 9.4% |
| Q1 2024 | 1,252 | $53.8B | 736,935,222 | 125 | 407 | 390 | 10.9% |
| Q4 2023 | 1,235 | $47.4B | 705,438,371 | 118 | 381 | 409 | 11.2% |
| Q3 2023 | 1,176 | $50.2B | 692,497,487 | 117 | 358 | 383 | 10.5% |
| Q2 2023 | 1,167 | $45.0B | 687,836,226 | 109 | 352 | 395 | 10.1% |
| Q1 2023 | 1,178 | $50.2B | 729,894,500 | 147 | 383 | 369 | 9.2% |
| Q4 2022 | 1,175 | $50.8B | 718,342,864 | 135 | 363 | 365 | 11.0% |
| Q3 2022 | 1,121 | $49.1B | 716,553,425 | 165 | 352 | 345 | 10.2% |
| Q2 2022 | 1,072 | $47.9B | 734,320,947 | 185 | 370 | 302 | 9.7% |
| Q1 2022 | 994 | $47.9B | 753,532,948 | 267 | 258 | 291 | 10.8% |
| Q4 2021 | 817 | $22.5B | 697,197,351 | 85 | 218 | 252 | 10.1% |
| Q3 2021 | 773 | $21.8B | 671,473,177 | 80 | 228 | 262 | 8.9% |
| Q2 2021 | 766 | $22.5B | 661,066,559 | 115 | 199 | 241 | 8.1% |
| Q1 2021 | 734 | $18.7B | 658,179,212 | 105 | 203 | 248 | 6.6% |
| Q4 2020 | 698 | $12.7B | 644,824,987 | 84 | 148 | 286 | 11.6% |
| Q3 2020 | 675 | $6.8B | 622,631,250 | 59 | 145 | 307 | 7.9% |
| Q2 2020 | 739 | $12.8B | 640,565,468 | 94 | 173 | 339 | 8.2% |
| Q1 2020 | 818 | $8.7B | 695,301,873 | 97 | 282 | 321 | 6.7% |
| Q4 2019 | 1,058 | $31.4B | 716,458,662 | 95 | 305 | 460 | 5.9% |
| Q3 2019 | 1,086 | $33.8B | 712,727,220 | 160 | 521 | 289 | 6.1% |
| Q2 2019 | 1,071 | $36.4B | 679,080,799 | 119 | 380 | 408 | 6.0% |
| Q1 2019 | 1,139 | $41.5B | 619,831,368 | 101 | 429 | 380 | 1.1% |
| Q4 2018 | 1,118 | $40.2B | 643,833,133 | 11 | 18 | 22 | 1.5% |