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Occidental Petroleum

1,218 hedge funds and large institutions have $37.1B invested in Occidental Petroleum in 2024 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 386 increasing their positions, 470 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 168

6% more call options, than puts

Call options by funds: $2.16B | Put options by funds: $2.03B

1% more funds holding

Funds holding: 1,2061,218 (+12)

0% less capital invested

Capital invested by funds: $37.2B → $37.1B (-$32.4M)

0.45% less ownership

Funds ownership: 77.09%76.64% (-0.45%)

18% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 470

27% less funds holding in top 10

Funds holding in top 10: 2619 (-7)

Holders
1,218
Holders Change
+12
Holders Change %
+1%
% of All Funds
16.04%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.25%
New
202
Increased
386
Reduced
470
Closed
168
Calls
$2.16B
Puts
$2.03B
Net Calls
+$130M
Net Calls Change
+$948M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$13.1B +$449M +8,896,890 +3%
Dodge & Cox
2
Dodge & Cox
California
$3.46B -$404M -8,008,546 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.37B +$527M +10,434,098 +18%
BlackRock
4
BlackRock
New York
$2.09B +$30.1M +595,551 +1%
State Street
5
State Street
Massachusetts
$1.98B -$72.8M -1,440,442 -3%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$1.6B +$31.1K +615 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$702M +$20.1M +398,467 +3%
Morgan Stanley
8
Morgan Stanley
New York
$702M +$144M +2,847,704 +25%
HHII
9
H&H International Investment
California
$671M +$220M +4,353,300 +47%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$366M +$833K +16,489 +0.2%
Northern Trust
11
Northern Trust
Illinois
$349M +$24.8M +491,797 +7%
SCM
12
Smead Capital Management
Arizona
$324M -$7.65M -151,542 -2%
Invesco
13
Invesco
Georgia
$314M +$64.6M +1,278,389 +25%
UBS Group
14
UBS Group
Switzerland
$313M +$113M +2,243,297 +55%
FFH
15
Fairfax Financial Holdings
Ontario, Canada
$297M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$272M -$86.9M -1,720,156 -24%
Bank of America
17
Bank of America
North Carolina
$248M -$119M -2,361,651 -32%
Charles Schwab
18
Charles Schwab
California
$209M +$11.6M +229,210 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$205M -$223M -4,421,415 -52%
Marshall Wace
20
Marshall Wace
United Kingdom
$203M +$67.6M +1,337,728 +48%
Legal & General Group
21
Legal & General Group
United Kingdom
$201M -$4.87M -96,395 -2%
American Century Companies
22
American Century Companies
Missouri
$181M -$13.1M -258,512 -7%
AAA
23
Adams Asset Advisors
Texas
$175M -$1.72M -34,032 -1%
Goldman Sachs
24
Goldman Sachs
New York
$155M +$15M +297,490 +10%
Squarepoint
25
Squarepoint
New York
$152M +$119M +2,357,333 +326%

OXY Hedge Fund Activity: Q4 2024 in Review

1,218 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2024, worth a combined $37.1B — down 0.09% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new OXY positions and 168 closed out — a net gain of 34 holders — while 386 added to existing stakes and 470 trimmed.

The largest buyer was Vanguard Group, adding an estimated $527M. The largest seller was Eagle Capital Management (New York), cutting an estimated $542M.

  • 1,218 institutional investors held Occidental Petroleum (OXY) as of Q4 2024, up from 1,206 in Q3 2024.
  • Funds reported $37.1B of Occidental Petroleum stock for Q4 2024, down 0.09% quarter-over-quarter.
  • 202 funds opened new Occidental Petroleum positions in Q4 2024 and 168 closed out, a net change of +34 holders.
  • The largest Occidental Petroleum buyer in Q4 2024 was Vanguard Group, an estimated $527M added.
  • The largest Occidental Petroleum seller in Q4 2024 was Eagle Capital Management (New York), an estimated $542M sold.

Based on aggregated 13F filings for Q4 2024.