Occidental Petroleum Corporation (OXY) Ownership

64.14 ↓2.22 (-3.35%)

As of Market Close on December 6th, 2022.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of Occidental Petroleum Corporation (OXY), owning a total of 194.4 million shares. Combined, the top 20 institutional holders of OXY own 58.08% of the company with a total of 527.9 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of OXY by 7.1 million shares. 3 institutions bought 35,813,993 total additional shares and increased their ownership by an average of 7.62%. However 9 institutions sold 42,870,574 total shares and decreased their ownership by an average of 14.14%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Occidental Petroleum Corporation decreased by a net total of -7,056,581 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	21.383%	22.581%	194,351,650	35,801,921	2022-09-30
Dodge & Cox	10.450%	-3.498%	94,978,388	-3,442,753	2022-09-30
Vanguard Group Inc	6.801%	-23.284%	61,814,212	-18,761,473	2022-09-30
State Street Corporation	5.467%	-12.886%	49,686,488	-7,349,820	2022-09-30
GQG Partners LLC	1.675%	-40.406%	15,220,853	-10,320,012	2022-09-30
Dimensional Fund Advisors, Inc.	0.944%	-9.745%	8,584,195	-926,819	2022-09-30
Bank of New York Mellon Corp	0.871%	-9.993%	7,916,488	-878,906	2022-09-30
Smead Capital Management Inc	0.627%	0.043%	5,694,759	2,472	2022-09-30
Swiss National Bank	0.447%	0.237%	4,061,441	9,600	2022-09-30
Charles Schwab Investment Management Inc	0.445%	-15.799%	4,042,530	-758,487	2022-09-30
Adams Asset Advisors LLC	0.401%	-0.274%	3,640,111	-10,000	2022-09-30
First Trust Advisors L.P.	0.361%	-11.410%	3,278,827	-422,304	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	21.383%	22.581%	194,351,650	35,801,921	2022-09-30
Dodge & Cox	10.450%	-3.498%	94,978,388	-3,442,753	2022-09-30
Vanguard Group Inc	6.801%	-23.284%	61,814,212	-18,761,473	2022-09-30
State Street Corporation	5.467%	-12.886%	49,686,488	-7,349,820	2022-09-30
FMR Inc	2.657%	194.057%	24,148,987	15,936,636	2022-06-30
Geode Capital Management, LLC	1.708%	-10.635%	15,527,247	-1,847,802	2022-06-30
GQG Partners LLC	1.675%	-40.406%	15,220,853	-10,320,012	2022-09-30
Northern Trust Corp	1.123%	-0.630%	10,207,858	-64,672	2022-06-30
Dimensional Fund Advisors, Inc.	0.944%	-9.745%	8,584,195	-926,819	2022-09-30
Bank of New York Mellon Corp	0.871%	-9.993%	7,916,488	-878,906	2022-09-30
Bank of America Corp	0.674%	-5.332%	6,127,325	-345,097	2022-06-30
Legal & General Group PLC	0.633%	15.463%	5,753,448	770,524	2022-06-30
Smead Capital Management Inc	0.627%	0.043%	5,694,759	2,472	2022-09-30
Two Sigma Advisers, LLC	0.608%	-20.125%	5,529,400	-1,393,200	2022-06-30
Amvescap Plc.	0.455%	-26.071%	4,135,409	-1,458,351	2022-06-30
Swiss National Bank	0.447%	0.237%	4,061,441	9,600	2022-09-30
Charles Schwab Investment Management Inc	0.445%	-15.799%	4,042,530	-758,487	2022-09-30
Adams Asset Advisors LLC	0.401%	-0.274%	3,640,111	-10,000	2022-09-30
First Trust Advisors L.P.	0.361%	-11.410%	3,278,827	-422,304	2022-09-30
Citadel Advisors Llc	0.351%	-4.527%	3,193,881	-151,436	2022-06-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Occidental Petroleum Corporation (OXY), owning a total of 60.6 million shares. Combined, the top 20 mutual fund holders of OXY own 24.60% of the company with a total of 223.6 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of OXY by 357 thousand shares. 7 funds bought 532,361 total additional shares and increased their ownership by an average of 0.82%. However 2 funds sold 175,452 total shares and decreased their ownership by an average of 0.87%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Occidental Petroleum Corporation increased by a net total of 356,909 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Energy Select Sector SPDR® ETF	2.392%	-0.492%	21,740,311	-107,584	2022-10-31
Vanguard Total Stock Mkt Idx Inv	2.306%	0.500%	20,963,128	104,215	2022-10-31
Vanguard 500 Index Investor	1.876%	0.971%	17,052,673	163,993	2022-10-31
SPDR® S&P 500 ETF Trust	0.937%	1.349%	8,515,992	113,337	2022-10-31
iShares Core S&P 500 ETF	0.741%	0.303%	6,735,853	20,319	2022-10-31
Vanguard Value Index Inv	0.681%	0.857%	6,191,168	52,627	2022-10-31
Vanguard Institutional Index I	0.587%	-1.256%	5,336,923	-67,868	2022-10-31
Vanguard Energy ETF	0.546%	1.159%	4,965,194	56,870	2022-10-31
Smead US Value Composite	0.537%	0.000%	4,875,905	0	2022-10-31
Smead Value Investor	0.537%	0.000%	4,875,905	0	2022-10-31
State St S&P 500® Indx SL Cl III	0.393%	0.591%	3,574,182	21,000	2022-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	6.662%	-0.756%	60,553,726	-461,500	2022-09-30
Energy Select Sector SPDR® ETF	2.392%	-0.492%	21,740,311	-107,584	2022-10-31
Vanguard Total Stock Mkt Idx Inv	2.306%	0.500%	20,963,128	104,215	2022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.295%	-5.656%	20,858,913	-1,250,545	2022-09-30
Vanguard 500 Index Investor	1.876%	0.971%	17,052,673	163,993	2022-10-31
SPDR® S&P 500 ETF Trust	0.937%	1.349%	8,515,992	113,337	2022-10-31
Fidelity® 500 Index	0.886%	-15.698%	8,050,223	-1,498,984	2022-09-30
iShares Core S&P 500 ETF	0.741%	0.303%	6,735,853	20,319	2022-10-31
Dodge & Cox Balanced I	0.698%	-8.802%	6,345,314	-612,400	2022-09-30
Dodge & Cox Balanced Composite	0.698%	-8.802%	6,345,314	-612,400	2022-09-30
Vanguard Value Index Inv	0.681%	0.857%	6,191,168	52,627	2022-10-31
Fidelity® Contrafund®	0.640%	2.472%	5,814,552	140,289	2022-09-30
Vanguard Institutional Index I	0.587%	-1.256%	5,336,923	-67,868	2022-10-31
Dodge & Cox Global Stock I	0.556%	-10.120%	5,051,063	-568,700	2022-09-30
Vanguard Energy ETF	0.546%	1.159%	4,965,194	56,870	2022-10-31
Smead US Value Composite	0.537%	0.000%	4,875,905	0	2022-10-31
Smead Value Investor	0.537%	0.000%	4,875,905	0	2022-10-31
State St S&P 500® Indx SL Cl III	0.393%	0.591%	3,574,182	21,000	2022-10-31
Blackrock Equity Index Non-Lendable	0.340%	0.000%	3,092,511	3,092,511	2022-06-30
GQG Partners Global Equity-obsolete	0.290%	-3.581%	2,636,883	-97,936	2022-06-30