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Occidental Petroleum
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Overview Fund Activity

1,145 hedge funds and large institutions have $40.4B invested in Occidental Petroleum in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 386 increasing their positions, 413 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
18.06%
Holding in Top 10
27
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25%
% of All Funds
0.43%
New
121
Increased
386
Reduced
413
Closed
122
Calls
$2B
Puts
$2.53B
Net Calls
-$522M
Net Calls Change
-$329M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$730M
2
FFH
Fairfax Financial Holdings
Ontario, Canada
+$176M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
4
Barclays
Barclays
United Kingdom
+$50.7M
5
PWM
Perigon Wealth Management
California
+$42.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
3
State Street
State Street
Massachusetts
-$151M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$113M
5
Millennium Management
Millennium Management
New York
-$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
601
Brown Advisory
Maryland
$580K +$25K +425 +5%
FNT
602
First National Trust
Pennsylvania
$580K -$3.7M -62,935 -86%
JAG
603
Journey Advisory Group
Kentucky
$575K -$8.82K -150 -2%
HI
604
Horizon Investments
North Carolina
$569K -$162K -2,752 -22%
RWM
605
Ritholtz Wealth Management
New York
$567K +$567K +9,637 New
GLA
606
Good Life Advisors
Pennsylvania
$562K +$149K +2,530 +36%
MAS
607
Meeder Advisory Services
Ohio
$561K -$59.7K -1,016 -10%
EP
608
Edgestream Partners
New Jersey
$561K +$561K +9,546 New
AWE
609
Avidian Wealth Enterprises
Texas
$559K -$642K -10,911 -53%
CD
610
Chapin Davis
Maryland
$551K -$92.8K -1,579 -14%
FCBT
611
First Citizens Bank & Trust
North Carolina
$550K +$550K +9,361 New
William Blair & Company
612
William Blair & Company
Illinois
$548K -$122K -2,077 -18%
CAAS
613
Capital Asset Advisory Services
Michigan
$545K +$30.8K +519 +6%
CRWM
614
Castle Rock Wealth Management
California
$543K +$21.7K +369 +4%
MC
615
Machina Capital
France
$540K +$540K +9,189 New
CPA
616
Cardiff Park Advisors
California
$537K +$20.5K +348 +4%
KTC
617
Kistler-Tiffany Companies
Pennsylvania
$534K +$20.7K +352 +4%
FIA
618
Foundations Investment Advisors
Arizona
$534K +$52.1K +886 +11%
SFP
619
Sweet Financial Partners
Minnesota
$531K – – –
MGIA
620
Matthew Goff Investment Advisor
Texas
$530K – – –
KIA
621
KCM Investment Advisors
California
$529K -$233K -3,958 -31%
AIP
622
Ameritas Investment Partners
Nebraska
$529K – – –
RWM
623
RBA Wealth Management
California
$527K +$303K +5,156 +136%
WANY
624
Wealthspire Advisors (New York)
New York
$522K +$141K +2,396 +37%
FCH
625
Freestone Capital Holdings
Washington
$518K +$518K +8,816 New
23 24
25
26 27