We are live on ! Find out more
OXY icon

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
SWA
1176
SOA Wealth Advisors
New York
$4.92K – – –
LWANC
1177
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.73K -$54.5K -850 -92%
DWA
1178
Delos Wealth Advisors
Texas
$4.6K -$770 -12 -14%
JFA
1179
JNBA Financial Advisors
Minnesota
$4.35K – – –
VWA
1180
Valued Wealth Advisors
Utah
$4.3K +$1.22K +19 +39%
KFS
1181
Kelly Financial Services
Massachusetts
$3.85K +$1.03K +16 +36%
UWS
1182
Unique Wealth Strategies
Illinois
$3.7K +$3.65K +57 New
ACA
1183
Atlas Capital Advisors
Wyoming
$3.53K – – –
PIM
1184
Plato Investment Management
Australia
$3.4K -$3.91K -61 -53%
NECFA
1185
New England Capital Financial Advisors
Connecticut
$3.31K – – –
PS
1186
PayPay Securities
Japan
$3.28K +$128 +2 +4%
BFEC
1187
Benjamin F. Edwards & Company
Missouri
$3K – – –
ECM
1188
Everence Capital Management
Indiana
$2.84K – – –
HWP
1189
Highline Wealth Partners
California
$2.84K +$2.89K +45 New
Kayne Anderson Rudnick Investment Management
1190
Kayne Anderson Rudnick Investment Management
California
$2.73K -$1.28K -20 -32%
RTL
1191
Red Tortoise LLC
Georgia
$2.71K – – –
NSIM
1192
North Star Investment Management
Illinois
$2.46K – – –
DF
1193
Dunhill Financial
United Kingdom
$2.38K +$898 +14 +58%
PA
1194
Pineridge Advisors
Missouri
$2.33K – – –
WPA
1195
West Paces Advisors
Georgia
$2.21K – – –
TCA
1196
Trifecta Capital Advisors
Illinois
$2.08K – – –
CPG
1197
Cornerstone Planning Group
New Jersey
$2.02K +$1.6K +25 +227%
BWAM
1198
Boyd Watterson Asset Management
Ohio
$1.7K – – –
RFG
1199
RFP Financial Group
Georgia
$1.51K – – –
SFC
1200
Strategic Financial Concepts
Texas
$1.39K +$5.36M +83,604 New
46 47
48
49 50

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.