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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
AI
1276
AdvisorShares Investments
Maryland
– -$456K -7,018 Closed
NWM
1277
Northwest Wealth Management
Iowa
– -$410K -6,309 Closed
SGCA
1278
Steel Grove Capital Advisors
Tennessee
– -$355K -5,458 Closed
AGA
1279
Accuvest Global Advisors
Utah
– -$354K -5,446 Closed
FNBT
1280
FineMark National Bank & Trust
Florida
– -$347K -5,334 Closed
WWC
1281
Waypoint Wealth Counsel
Georgia
– -$338K -5,204 Closed
AGA
1282
Arkos Global Advisors
Texas
– -$329K -5,060 Closed
AWM
1283
Avaii Wealth Management
Wisconsin
– -$321K -4,945 Closed
EP
1284
Edgestream Partners
New Jersey
– -$311K -4,792 Closed
LA
1285
LM Advisors
California
– -$310K -4,775 Closed
NRD
1286
Nebula Research & Development
New York
– -$301K -4,624 Closed
SIG
1287
Spinnaker Investment Group
California
– -$300K -4,620 Closed
WA
1288
WESPAC Advisors
California
– -$300K -4,609 Closed
CM
1289
Capula Management
Cayman Islands
– -$293K -4,503 Closed
NW
1290
NewEdge Wealth
Pennsylvania
– -$276K -4,270 Closed
DFG
1291
Delta Financial Group
New Jersey
– -$274K -4,212 Closed
WE
1292
Wealth Effects
Massachusetts
– -$267K -4,107 Closed
HAS
1293
HBW Advisory Services
California
– -$224K -3,744 Closed
CL
1294
CRCM LP
California
– -$241K -3,704 Closed
ES
1295
ETF Store
Kansas
– -$236K -3,625 Closed
BWP
1296
Barlow Wealth Partners
Kentucky
– -$244K -3,542 Closed
BWM
1297
BCS Wealth Management
Tennessee
– -$229K -3,517 Closed
V
1298
ViaWealth
Kansas
– -$227K -3,500 Closed
BB
1299
Busey Bank
Illinois
– -$222K -3,419 Closed
BFS
1300
Burrus Financial Services
Utah
– -$215K -3,309 Closed
50 51
52
53 54

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.