Institutional Ownership Occidental Petroleum Corp (OXY)
This table provides information about the institutional ownership of Occidental Petroleum Corp (OXY). We have compiled data on the 1,400 institutions that hold shares in the stock, with a total of 738 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,200
shares
|
$182,910
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
4,178
shares
|
$181,951
0.05% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,150
shares
|
$180,732
0.07% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
4,144
shares
|
$180,471
0.05% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
4,125
shares
|
$179,643
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
4,120
shares
|
$179,426
0.05% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
4,108
shares
|
$178,903
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
4,108
shares
|
$178,903
0.03% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,090
shares
|
$178,119
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,032
shares
|
$175,593
0.01% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,998
shares
|
$174,112
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,957
shares
|
$172,327
0.03% of portfolio
|
Q2 2025
Added 66.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,745
shares
|
$163,094
0.01% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
3,743
shares
|
$163,007
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,625
shares
|
$157,868
0.1% of portfolio
|
Q1 2024
Added 480.0%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
3,605
shares
|
$156,997
0.02% of portfolio
|
Q1 2025
Reduced 49.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,518
shares
|
$153,208
0.04% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
3,507
shares
|
$152,729
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,494
shares
|
$152,163
0.02% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
3,471
shares
|
$151,162
0.1% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,402
shares
|
$148,157
0.01% of portfolio
|
Q1 2025
Added 40.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,319
shares
|
$144,542
0.0% of portfolio
|
Q1 2025
Added 26.25%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,305
shares
|
$143,932
0.03% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,234
shares
|
$140,840
0.04% of portfolio
|
Q1 2025
Reduced 38.52%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,122
shares
|
$135,963
0.05% of portfolio
|
Q2 2025
Added 25.23%
|