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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$16.1B +$466M +7,263,396 +3%
Dodge & Cox
2
Dodge & Cox
California
$4.94B -$74.7M -1,164,790 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.54B +$48.7M +759,233 +1%
State Street
4
State Street
Massachusetts
$2.65B +$158M +2,461,383 +6%
BlackRock
5
BlackRock
New York
$2.54B -$6.47M -100,947 -0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.01B -$100M -1,558,697 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$842M +$39.7M +618,685 +5%
Eagle Capital Management (New York)
8
Eagle Capital Management (New York)
New York
$709M +$43.4M +676,268 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$702M -$70.7M -1,102,571 -9%
Morgan Stanley
10
Morgan Stanley
New York
$695M +$28.1M +437,945 +4%
Bank of America
11
Bank of America
North Carolina
$464M -$3.57M -55,624 -0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$464M -$1.77M -27,628 -0.4%
Northern Trust
13
Northern Trust
Illinois
$422M -$14.7M -229,582 -3%
SCM
14
Smead Capital Management
Arizona
$410M +$14.8M +231,321 +4%
FFH
15
Fairfax Financial Holdings
Ontario, Canada
$379M – – –
Invesco
16
Invesco
Georgia
$273M -$20.6M -321,685 -7%
Legal & General Group
17
Legal & General Group
United Kingdom
$259M -$2.27M -35,370 -0.9%
Charles Schwab
18
Charles Schwab
California
$246M +$8.1M +126,271 +3%
American Century Companies
19
American Century Companies
Missouri
$234M +$34.1M +532,318 +17%
AAA
20
Adams Asset Advisors
Texas
$225M -$1.08M -16,785 -0.5%
JP Morgan Chase
21
JP Morgan Chase
New York
$224M +$4.23M +65,999 +2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$210M +$38.1M +594,042 +22%
UBS Group
23
UBS Group
Switzerland
$174M +$20.1M +313,289 +13%
Goldman Sachs
24
Goldman Sachs
New York
$165M -$29.1M -454,521 -15%
Amundi
25
Amundi
France
$151M +$5.83M +90,870 +4%
1
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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.