Occidental Petroleum Corporation (OXY) Ownership

66.60 ↓1.74 (-2.55%)

As of April 16, 2024, 2:21pm EST.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of Occidental Petroleum Corporation (OXY), owning a total of 243.7 million shares. Combined, the top 31 institutional holders of OXY own 71.70% of the company with a total of 636 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of OXY by 16.2 million shares. 11 institutions bought 30,327,268 total additional shares and increased their ownership by an average of 50.83%. However 9 institutions sold 14,078,569 total shares and decreased their ownership by an average of 4.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Occidental Petroleum Corporation increased by a net total of 16,248,699 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	27.493%	8.739%	243,715,804	19,586,612	2023-12-31
Dodge & Cox	9.137%	-10.455%	80,992,508	-9,456,795	2023-12-31
Vanguard Group Inc	6.410%	-0.235%	56,822,431	-133,709	2023-12-31
State Street Corporation	4.525%	-4.150%	40,115,159	-1,736,806	2023-12-31
BlackRock Inc	4.525%	0.880%	40,113,483	349,707	2023-12-31
FMR Inc	2.452%	-7.019%	21,739,668	-1,640,966	2023-12-31
Bank of New York Mellon Corp	1.428%	5.316%	12,660,967	639,038	2023-12-31
Geode Capital Management, LLC	1.418%	2.330%	12,571,844	286,220	2023-12-31
Morgan Stanley - Brokerage Accounts	1.049%	-1.616%	9,302,707	-152,778	2023-12-31
Dimensional Fund Advisors, Inc.	0.834%	-0.951%	7,391,465	-70,927	2023-12-31
Northern Trust Corp	0.822%	-1.090%	7,286,894	-80,264	2023-12-31
Goldman Sachs Group Inc	0.731%	93.991%	6,476,616	3,137,992	2023-12-31
Bank of America Corp	0.722%	4.688%	6,400,171	286,594	2023-12-31
Fairfax Financial Holdings Ltd	0.679%	0.000%	6,020,418	0	2023-12-31
Smead Capital Management Inc	0.678%	-11.435%	6,012,879	-776,324	2023-12-31
Pacer Advisors, INC.	0.676%	22.173%	5,995,258	1,088,052	2023-12-31
Legal & General Group PLC	0.588%	24.563%	5,211,884	1,027,754	2023-12-31
Amvescap Plc.	0.537%	2.020%	4,759,750	94,256	2023-12-31
Eagle Capital Management LLC	0.531%	392.137%	4,704,646	3,748,683	2023-12-31
Charles Schwab Investment Management Inc	0.417%	2.277%	3,699,722	82,360	2023-12-31
Adams Asset Advisors LLC	0.408%	-0.830%	3,583,935	-30,000	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	27.493%	8.739%	243,715,804	19,586,612	2023-12-31
Dodge & Cox	9.137%	-10.455%	80,992,508	-9,456,795	2023-12-31
Vanguard Group Inc	6.410%	-0.235%	56,822,431	-133,709	2023-12-31
State Street Corporation	4.525%	-4.150%	40,115,159	-1,736,806	2023-12-31
BlackRock Inc	4.525%	0.880%	40,113,483	349,707	2023-12-31
FMR Inc	2.452%	-7.019%	21,739,668	-1,640,966	2023-12-31
GQG Partners LLC	1.650%	-2.624%	14,821,443	-399,410	2022-12-31
Bank of New York Mellon Corp	1.428%	5.316%	12,660,967	639,038	2023-12-31
Geode Capital Management, LLC	1.418%	2.330%	12,571,844	286,220	2023-12-31
Morgan Stanley - Brokerage Accounts	1.049%	-1.616%	9,302,707	-152,778	2023-12-31
Dimensional Fund Advisors, Inc.	0.834%	-0.951%	7,391,465	-70,927	2023-12-31
Northern Trust Corp	0.822%	-1.090%	7,286,894	-80,264	2023-12-31
Goldman Sachs Group Inc	0.731%	93.991%	6,476,616	3,137,992	2023-12-31
Bank of America Corp	0.722%	4.688%	6,400,171	286,594	2023-12-31
Fairfax Financial Holdings Ltd	0.679%	0.000%	6,020,418	0	2023-12-31
Smead Capital Management Inc	0.678%	-11.435%	6,012,879	-776,324	2023-12-31
Pacer Advisors, INC.	0.676%	22.173%	5,995,258	1,088,052	2023-12-31
Two Sigma Advisers, LLC	0.608%	-20.125%	5,529,400	-1,393,200	2022-06-30
D. E. Shaw & Co LP	0.586%	69.356%	5,226,153	2,140,249	2022-12-31
Legal & General Group PLC	0.588%	24.563%	5,211,884	1,027,754	2023-12-31
Amvescap Plc.	0.537%	2.020%	4,759,750	94,256	2023-12-31
Eagle Capital Management LLC	0.531%	392.137%	4,704,646	3,748,683	2023-12-31
Citadel Advisors Llc	0.453%	178.509%	4,041,319	2,590,264	2022-12-31
Swiss National Bank	0.422%	-6.767%	3,786,614	-274,827	2022-12-31
Charles Schwab Investment Management Inc	0.417%	2.277%	3,699,722	82,360	2023-12-31
Adams Asset Advisors LLC	0.408%	-0.830%	3,583,935	-30,000	2023-12-31
Nuveen Asset Management, LLC	0.385%	32.764%	3,494,359	862,354	2022-09-30
Amundi	0.397%	2.926%	3,491,334	99,245	2023-06-30
AllianceBernstein L.P.	0.389%	23.655%	3,411,048	652,517	2023-09-30
First Trust Advisors L.P.	0.379%	3.138%	3,381,730	102,903	2022-12-31
HHG PLC	0.366%	34.784%	3,238,511	835,772	2023-03-31

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Occidental Petroleum Corporation (OXY), owning a total of 54.3 million shares. Combined, the top 27 mutual fund holders of OXY own 27.30% of the company with a total of 241.8 million shares.

In the latest ownership report on March 31st 2024, the top 27 fund holders increased their combined ownership of OXY by 73 thousand shares. 1 funds bought 76,223 total additional shares and increased their ownership by an average of 1.44%. However 1 funds sold 2,902 total shares and decreased their ownership by an average of 0.12%.

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 73,321 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Smead US Value Composite	0.607%	1.436%	5,383,921	76,223	2024-03-31
Blackrock Eq Idx Fund CF	0.266%	-0.123%	2,357,482	-2,902	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	6.124%	-10.412%	54,290,826	-6,309,800	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.335%	-0.219%	20,699,335	-45,369	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.233%	-5.205%	19,654,460	-1,079,100	2023-03-31
Vanguard 500 Index Investor	1.956%	0.583%	17,304,303	100,320	2023-08-31
Vanguard Institutional 500 Index Trust	1.860%	1.002%	16,484,945	163,541	2024-02-29
Energy Select Sector SPDR® ETF	1.774%	-0.427%	15,723,110	-67,464	2024-03-28
SPDR® S&P 500 ETF Trust	0.905%	0.588%	8,023,777	46,920	2024-03-28
Fidelity 500 Index	0.893%	1.017%	7,919,012	79,683	2024-02-29
Fidelity® 500 Index	0.881%	0.640%	7,731,772	49,203	2023-11-30
Pacer US Cash Cows 100 ETF	0.773%	0.180%	6,853,508	12,334	2024-03-28
iShares Core S&P 500 ETF	0.770%	0.741%	6,823,040	50,176	2024-03-28
Vanguard Value Index Inv	0.623%	0.345%	5,518,360	18,955	2024-02-29
Smead US Value Composite	0.607%	1.436%	5,383,921	76,223	2024-03-31
Smead Value Investor	0.599%	1.882%	5,307,698	98,061	2024-02-29
Fidelity® Contrafund®	0.589%	0.000%	5,167,176	0	2023-11-30
Vanguard Institutional Index I	0.491%	-0.394%	4,349,387	-17,183	2024-02-29
Dodge & Cox Global Stock I	0.463%	-9.539%	4,108,263	-433,200	2023-12-31
Dodge & Cox Balanced I	0.418%	-19.764%	3,704,014	-912,400	2023-12-31
Dodge & Cox Balanced Composite	0.418%	-19.764%	3,704,014	-912,400	2023-12-31
Vanguard Energy ETF	0.385%	-1.136%	3,411,616	-39,205	2024-02-29
State St S&P 500® Indx SL Cl III	0.361%	0.383%	3,195,582	12,200	2024-02-29
Blackrock Equity Index Non-Lendable	0.344%	0.000%	3,092,511	3,092,511	2022-06-30
Janus Henderson US Opportunistic Alpha	0.336%	0.000%	2,975,339	0	2023-12-31
Janus Henderson Contrarian D	0.336%	0.000%	2,975,339	0	2023-12-31
GQG Partners Global Equity-obsolete	0.290%	-3.581%	2,636,883	-97,936	2022-06-30
Fidelity Contrafund	0.269%	-34.526%	2,367,204	-1,248,306	2024-01-31
Blackrock Eq Idx Fund CF	0.266%	-0.123%	2,357,482	-2,902	2024-03-31