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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
CA
1301
CoreCap Advisors
Michigan
– -$213K -3,282 Closed
FPGK
1302
Financial Partners Group (Kansas)
Kansas
– -$209K -3,216 Closed
AI
1303
Atom Investors
Texas
– -$208K -3,196 Closed
AWE
1304
Avidian Wealth Enterprises
Texas
– -$206K -3,175 Closed
CIA
1305
Cladis Investment Advisory
Montana
– -$204K -3,134 Closed
SAM
1306
Secure Asset Management
Michigan
– -$203K -3,124 Closed
SW
1307
SlateStone Wealth
Florida
– -$203K -3,120 Closed
CIC
1308
Crawford Investment Counsel
Georgia
– -$202K -3,103 Closed
CICI
1309
Capital Investment Counsel Inc
North Carolina
– -$202K -3,102 Closed
NAS
1310
Nicolet Advisory Services
Wisconsin
– -$205K -2,996 Closed
FIM
1311
Fernwood Investment Management
Massachusetts
– -$115K -1,775 Closed
BC
1312
Belmont Capital
California
– -$112K -1,722 Closed
NCTC
1313
New Covenant Trust Company
Indiana
– -$43.7K -672 Closed
NIC
1314
Northwest Investment Counselors
Oregon
– -$38.3K -590 Closed
FIA
1315
FNY Investment Advisers
New York
– -$35 -539 Closed
LF
1316
LifeSteps Financial
California
– -$34.2K -526 Closed
RDFA
1317
Ritter Daniher Financial Advisory
Ohio
– -$32.9K -507 Closed
CBT
1318
CoreFirst Bank & Trust
Kansas
– -$29.7K -457 Closed
BWP
1319
Baldwin Wealth Partners
Massachusetts
– -$26K -400 Closed
AFIA
1320
America First Investment Advisors
Nebraska
– -$23.3K -358 Closed
DF
1321
DecisionPoint Financial
Arizona
– -$8.2K -121 Closed
APW
1322
Acima Private Wealth
Virginia
– -$6.5K -100 Closed
CTWM
1323
Cherry Tree Wealth Management
Minnesota
– -$5.33K -82 Closed
TWP
1324
TFO Wealth Partners
Ohio
– -$2.02K -31 Closed
MSG
1325
Main Street Group
Virginia
– -$1.63K -25 Closed
50 51 52
53
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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.