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Occidental Petroleum
OXY

1,219 hedge funds and large institutions have $45B invested in Occidental Petroleum in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 490 increasing their positions, 407 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 407

0% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 113

0.49% less ownership

Funds ownership: 80.99% → 80.5% (-0.49%)

3% less capital invested

Capital invested by funds: $46.3B → $45B (-$1.3B)

2% less funds holding

Funds holding: 1,241 → 1,219 (-22)

23% less funds holding in top 10

Funds holding in top 10: 30 → 23 (-7)

32% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.76B

Holders
1,219
Holders Change
-22
Holders Change %
-1.77%
% of All Funds
17.61%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.33%
New
113
Increased
490
Reduced
407
Closed
113
Calls
$1.87B
Puts
$2.76B
Net Calls
-$897M
Net Calls Change
+$45.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$466M
2
State Street
State Street
Massachusetts
+$158M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$120M
4
HCM
Himalaya Capital Management
Washington
+$94M
5
HF
HRT Financial
New York
+$66.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$439M
2
Two Sigma Investments
Two Sigma Investments
New York
-$104M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
4
Dodge & Cox
Dodge & Cox
California
-$74.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$70.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OW
1126
Olistico Wealth
Oklahoma
$12.6K +$12.8K +200 New
FFC
1127
First Financial Corp
Indiana
$12.6K – – –
PPC
1128
Park Place Capital
Alabama
$12.5K – – –
GLR
1129
Great Lakes Retirement
Ohio
$12.4K +$12.6K +196 New
WT
1130
Washington Trust
Rhode Island
$12.3K +$1.92K +30 +18%
FFO
1131
Fortitude Family Office
Arizona
$12K +$3.85K +60 +46%
ATC
1132
Adirondack Trust Company
New York
$12K +$962 +15 +9%
TWD
1133
True Wealth Design
Ohio
$11.8K +$834 +13 +7%
PP
1134
Pingora Partners
Wyoming
$11.3K – – –
HDIM
1135
Hanson & Doremus Investment Management
Vermont
$11K – – –
TAM
1136
Tucker Asset Management
Colorado
$11K +$4.75K +74 +74%
VCM
1137
Versant Capital Management
Arizona
$10.8K +$6.22K +97 +131%
EFP
1138
EnRich Financial Partners
Wisconsin
$10.7K -$1.41K -22 -11%
GWSG
1139
GPS Wealth Strategies Group
Colorado
$10.7K – – –
BFS
1140
Bare Financial Services
Pennsylvania
$10.4K – – –
SFCL
1141
Strengthening Families & Communities LLC
Massachusetts
$10K +$10K +156 New
GA
1142
GoalVest Advisory
New York
$9.64K – – –
DSC
1143
Duncker Streett & Co
Missouri
$9.46K – – –
RDIA
1144
RE Dickinson Investment Advisors
Iowa
$9.28K +$1.41K +22 +18%
NAAA
1145
New Age Alpha Advisors
New York
$8.89K +$9.04K +141 New
BLC
1146
Brown, Lisle/Cummings
Rhode Island
$8.82K – – –
WTA
1147
Washington Trust Advisors
Massachusetts
$8.38K +$8.53K +133 New
AP
1148
Aspect Partners
Virginia
$7.56K – – –
OSNBOA
1149
Old Second National Bank of Aurora
Illinois
$7.56K – – –
BSB
1150
Bangor Savings Bank
Maine
$7.5K – – –
44 45
46
47 48

OXY Hedge Fund Activity: Q2 2024 in Review

1,219 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q2 2024, worth a combined $45B — down 2.8% from $46.3B a quarter earlier.

Fund positioning in OXY was balanced in Q2 2024: 113 funds opened new positions, 113 closed out, 490 added to existing stakes and 407 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $466M. The largest seller was Pacer Advisors, cutting an estimated $439M.

  • 1,219 institutional investors held Occidental Petroleum (OXY) as of Q2 2024, down from 1,241 in Q1 2024.
  • Funds reported $45B of Occidental Petroleum stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 113 funds opened new Occidental Petroleum positions in Q2 2024 and 113 closed out, a net change of 0 holders.
  • The largest Occidental Petroleum buyer in Q2 2024 was Berkshire Hathaway, an estimated $466M added.
  • The largest Occidental Petroleum seller in Q2 2024 was Pacer Advisors, an estimated $439M sold.

Based on aggregated 13F filings for Q2 2024.