OCCIDENTAL PETE CORP (OXYWS)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
256
Reporting holders
$79.9M
Reported value
0.2%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | $27.3M | 1,023,537 | 3.07% | 8q | -12.3%-$3.8M |
| Adams Asset Advisors, LLC | $12.5M | 468,312 | 1.41% | 15q | HELD |
| OnyxPoint Global Management LP | $4.3M | 161,104 | 0.98% | 15q | -33.4%-$2.2M |
| Skaana Management L.P. | $4.1M | 153,032 | 0.88% | 4q | -66.6%-$8.1M |
| GoodHaven Capital Management, LLC | $4.0M | 151,697 | 1.27% | 13q | -1.9%-$79.9K |
| National Pension Service | $4.0M | 150,159 | 0.00% | new | NEW |
| Mariner, LLC | $3.9M | 147,669 | 0.00% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.9M | 109,890 | 0.00% | 24q | -9.0%-$289.1K |
| MORGAN STANLEY | $2.5M | 93,694 | 0.00% | 24q | +10.0%+$227.8K |
| Smead Capital Management, Inc. | $1.7M | 65,345 | 0.04% | 24q | -56.8%-$2.3M |
| Mutual Advisors, LLC | $1.4M | 51,121 | 0.03% | 11q | -0.7%-$9.9K |
| GOLDMAN SACHS GROUP INC | $1.2M | 46,905 | 0.00% | 2q | +654.8%+$1.1M |
| D. E. Shaw & Co., Inc. | $1.1M | 39,904 | 0.00% | 24q | HELD |
| FRANKLIN RESOURCES INC | $839.7K | 31,531 | 0.00% | 24q | HELD |
| JPMORGAN CHASE & CO | $784.5K | 28,756 | 0.00% | 24q | HELD |
| LPL Financial LLC | $581.8K | 21,848 | 0.00% | 24q | +6.2%+$34.2K |
| RAYMOND JAMES FINANCIAL INC | $546.9K | 20,537 | 0.00% | 7q | HELD |
| UBS Group AG | $444.4K | 16,687 | 0.00% | 24q | -1.0%-$4.7K |
| ENVESTNET ASSET MANAGEMENT INC | $418.8K | 15,726 | 0.00% | 24q | +1.0%+$4.0K |
| Warberg Asset Management LLC | $407.1K | 15,292 | 0.07% | 5q | -96.9%-$12.5M |
| HSBC HOLDINGS PLC | $361.5K | 13,178 | 0.00% | 24q | HELD |
| Sanctuary Advisors, LLC | $320.4K | 12,033 | 0.00% | 9q | -2.7%-$8.9K |
| WELLS FARGO & COMPANY/MN | $310.7K | 11,669 | 0.00% | 24q | -50.6%-$318.3K |
| IHT Wealth Management, LLC | $310.6K | 11,663 | 0.01% | 23q | HELD |
| AMERIPRISE FINANCIAL INC | $305.3K | 11,464 | 0.00% | 24q | -53.2%-$347.3K |
| Elgethun Capital Management | $277.0K | 10,400 | 0.04% | 3q | HELD |
| GABELLI FUNDS LLC | $266.4K | 10,004 | 0.00% | 24q | HELD |
| ROYAL BANK OF CANADA | $266.0K | 10,019 | 0.00% | 24q | +0.9%+$2.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $247.2K | 9,283 | 0.00% | 24q | -4.3%-$11.1K |
| Cetera Investment Advisers | $217.3K | 8,161 | 0.00% | 2q | -4.8%-$11.0K |
| TORONTO DOMINION BANK | $179.0K | 5,013 | 0.00% | 24q | HELD |
| OSAIC HOLDINGS, INC. | $176.2K | 6,618 | 0.00% | 24q | -33.0%-$86.8K |
| TD Capital Management LLC | $167.8K | 6,303 | 0.01% | 22q | HELD |
| Steward Partners Investment Advisory, LLC | $129.5K | 4,864 | 0.00% | 24q | +4.3%+$5.3K |
| CITIGROUP INC | $114.9K | options only | 0.00% | 24q | OPTIONS |
| Allworth Financial LP | $86.4K | 3,245 | 0.00% | 24q | -0.7% |
| Farther Finance Advisors, LLC | $66.3K | 2,489 | 0.00% | 15q | -17.7%-$14.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $64.8K | 2,434 | 0.00% | 24q | -2.3%-$1.5K |
| Integrated Wealth Concepts LLC | $60.0K | 2,252 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $57.3K | options only | 0.00% | 24q | OPTIONS |
| Arax Advisory Partners | $54.5K | 2,048 | 0.00% | 3q | +1212.8%+$50.4K |
| LRI Investments, LLC | $53.3K | 2,000 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $52.8K | 1,982 | 0.00% | 24q | -9.8%-$5.7K |
| US BANCORP \DE\ | $50.6K | 1,900 | 0.00% | 24q | -4.0%-$2.1K |
| Sawyer & Company, Inc | $26.6K | 1,324 | 0.01% | 3q | -7.9%-$2.3K |
| FIFTH THIRD BANCORP | $25.7K | 966 | 0.00% | 24q | HELD |
| Aptus Capital Advisors, LLC | $25.5K | 958 | 0.00% | 10q | +1.8% |
| BNP PARIBAS FINANCIAL MARKETS | $24.2K | 908 | 0.00% | 15q | HELD |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $24.1K | 905 | 0.00% | 21q | HELD |
| Turtle Creek Wealth Advisors, LLC | $23.3K | 875 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $21.3K | 799 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $21.0K | 790 | 0.00% | 19q | HELD |
| ROTHSCHILD INVESTMENT LLC | $19.7K | 739 | 0.00% | 11q | HELD |
| BANK OF MONTREAL /CAN/ | $19.6K | 735 | 0.00% | 17q | -40.5%-$13.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18.9K | 709 | 0.00% | 10q | -4.3% |
| HARBOUR INVESTMENTS, INC. | $18.5K | 696 | 0.00% | 2q | +1.5% |
| AMERICAN NATIONAL BANK & TRUST | $18.5K | 696 | 0.00% | 5q | HELD |
| Eurizon Capital SGR S.p.A. | $18.2K | 683 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $15.6K | 585 | 0.00% | 24q | +99.7%+$7.8K |
| TD Waterhouse Canada Inc. | $13.8K | 550 | 0.00% | 19q | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | $12.3K | 437 | 0.00% | 9q | +12.9%+$1.4K |
| BARCLAYS PLC | $11.4K | 427 | 0.00% | 18q | -98.3%-$667.7K |
| FARMERS & MERCHANTS INVESTMENTS INC | $11.3K | 424 | 0.00% | 24q | HELD |
| Timbuktu Capital Management, LLC | $10.9K | 411 | 0.02% | new | FIRST |
| Institute for Wealth Management, LLC. | $10.8K | 406 | 0.00% | new | NEW |
| TD PRIVATE CLIENT WEALTH LLC | $9.8K | 368 | 0.00% | 24q | HELD |
| EASTERN BANK | $9.3K | 347 | 0.00% | 8q | HELD |
| AE Wealth Management LLC | $9.1K | 341 | 0.00% | 7q | HELD |
| PRIVATE TRUST CO NA | $9.0K | 337 | 0.00% | 17q | HELD |
| REXFORD CAPITAL INC | $8.9K | 336 | 0.01% | 5q | -6.9% |
| BLAIR WILLIAM & CO/IL | $8.9K | 333 | 0.00% | 24q | -0.9% |
| Prosperity Bancshares Inc | $8.7K | 325 | 0.01% | 3q | HELD |
| Glen Eagle Advisors, LLC | $8.4K | 316 | 0.00% | new | NEW |
| UMB Bank, n.a. | $8.1K | 302 | 0.00% | 19q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $7.9K | 295 | 0.00% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $7.8K | 293 | 0.00% | 24q | HELD |
| CENTRAL TRUST Co | $7.6K | 286 | 0.00% | 23q | HELD |
| Western Pacific Wealth Management, LP | $7.5K | 283 | 0.01% | 19q | HELD |
| Advocate Investing Services LLC | $7.4K | 277 | 0.01% | 3q | HELD |
| ST GERMAIN D J CO INC | $7.2K | 271 | 0.00% | 14q | -2.2% |
| Atlantic Union Bankshares Corp | $7.0K | 263 | 0.00% | 5q | HELD |
| Caldwell Trust Co | $6.9K | 258 | 0.00% | 24q | -13.1%-$1.0K |
| Triumph Capital Management | $6.8K | 256 | 0.00% | 3q | -12.3% |
| HUNTINGTON NATIONAL BANK | $6.5K | 244 | 0.00% | 24q | HELD |
| MACQUARIE GROUP LTD | $6.4K | 241 | 0.00% | 7q | -79.5%-$24.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.4K | 245 | 0.00% | 3q | -43.3%-$4.9K |
| MONTAG A & ASSOCIATES INC | $6.3K | 235 | 0.00% | 23q | HELD |
| TOMPKINS FINANCIAL CORP | $6.2K | 234 | 0.00% | 18q | HELD |
| BOKF, NA | $5.8K | 219 | 0.00% | 2q | HELD |
| Blue Trust, Inc. | $5.6K | 209 | 0.00% | 17q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $5.3K | 199 | 0.00% | 15q | HELD |
| NBT BANK, N.A. | $5.1K | 193 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $5.1K | 193 | 0.00% | 18q | +3.2% |
| Russell Investments Group, Ltd. | $5.1K | 193 | 0.00% | 9q | +3.8% |
| Ancora Advisors LLC | $4.6K | 171 | 0.00% | 23q | HELD |
| Knott David M Jr | $4.3K | 194 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $4.0K | 151 | 0.00% | 16q | HELD |
| EverSource Wealth Advisors, LLC | $4.0K | 151 | 0.00% | 15q | HELD |
| LANARK FINANCIAL, INC. | $3.9K | 147 | 0.00% | 6q | HELD |
| OAKWORTH CAPITAL, INC. | $3.8K | 143 | 0.00% | 24q | HELD |
Showing the largest 100 of 265 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 256 | $79.9M | 2,990,805 | 21 | 19 | 46 | 0.2% |
| Q1 2026 | 263 | $447.2M | 10,421,690 | 37 | 27 | 30 | 0.1% |
| Q4 2025 | 256 | $193.6M | 10,044,302 | 24 | 32 | 48 | 0.1% |
| Q3 2025 | 247 | $268.4M | 10,527,261 | 22 | 27 | 29 | 0.1% |
| Q2 2025 | 254 | $200.6M | 9,669,588 | 23 | 24 | 49 | 0.1% |
| Q1 2025 | 261 | $390.2M | 14,108,318 | 23 | 24 | 60 | 0.1% |
| Q4 2024 | 305 | $1.2B | 44,991,095 | 24 | 37 | 45 | 0.1% |
| Q3 2024 | 283 | $1.3B | 42,124,368 | 25 | 28 | 36 | 3.9% |
| Q2 2024 | 300 | $1.9B | 44,839,081 | 26 | 36 | 57 | 3.7% |
| Q1 2024 | 293 | $2.8B | 61,902,862 | 22 | 35 | 52 | 2.7% |
| Q4 2023 | 292 | $1.9B | 48,221,427 | 19 | 28 | 55 | 3.4% |
| Q3 2023 | 280 | $2.3B | 51,706,041 | 14 | 29 | 51 | 4.2% |
| Q2 2023 | 285 | $1.8B | 44,490,061 | 20 | 42 | 37 | 7.7% |
| Q1 2023 | 281 | $1.9B | 46,982,534 | 35 | 28 | 61 | 0.0% |
| Q4 2022 | 274 | $2.0B | 48,551,539 | 60 | 35 | 52 | 0.0% |
| Q3 2022 | 277 | $2.6B | 61,836,936 | 27 | 30 | 60 | 4.0% |
| Q2 2022 | 296 | $2.6B | 66,187,972 | 29 | 37 | 54 | 4.3% |
| Q1 2022 | 294 | $2.4B | 64,361,981 | 61 | 40 | 73 | 6.6% |
| Q4 2021 | 270 | $871.1M | 60,347,635 | 36 | 36 | 50 | 7.1% |
| Q3 2021 | 244 | $841.4M | 59,579,198 | 21 | 30 | 71 | 9.9% |
| Q2 2021 | 246 | $985.9M | 61,008,289 | 18 | 36 | 59 | 9.2% |
| Q1 2021 | 274 | $849.1M | 61,302,530 | 55 | 47 | 66 | 9.4% |
| Q4 2020 | 248 | $478.8M | 59,041,870 | 43 | 28 | 82 | 10.5% |
| Q3 2020 | 231 | $217.2M | 62,555,548 | 229 | 0 | 0 | 3.6% |
| Q2 2020 | 2 | $8.0K | 450 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $5.0K | 382 | 1 | 0 | 0 | 0.0% |