OCCIDENTAL PETE CORP OXY
COM · Common Stock · CUSIP 674599105 · ISIN US6745991058
American oil company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($32.7m this quarter). Holder counts are more reliable. Shares outstanding: 938.3m as of 2024-10-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $51.59. Options: 57 managers hold calls ($1.6bn notional), 55 hold puts ($2.4bn).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,105 |
| Q4 2022 | 1,160 |
| Q1 2023 | 1,170 |
| Q2 2023 | 1,159 |
| Q3 2023 | 1,163 |
| Q4 2023 | 1,222 |
| Q1 2024 | 1,244 |
| Q2 2024 | 1,222 |
| Q3 2024 | 1,211 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 531 | 485 |
| Q1 2023 | 567 | 502 |
| Q2 2023 | 495 | 540 |
| Q3 2023 | 515 | 535 |
| Q4 2023 | 528 | 540 |
| Q1 2024 | 570 | 532 |
| Q2 2024 | 581 | 523 |
| Q3 2024 | 604 | 543 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $2.2bn | $3.1bn | 1.41 |
| Q1 2024 | $2.5bn | $3.4bn | 1.38 |
| Q2 2024 | $1.9bn | $2.8bn | 1.47 |
| Q3 2024 | $1.6bn | $2.4bn | 1.53 |
Biggest buyers
| H&H International Investment, LLC | Added | +7.7m |
| MARSHALL WACE, LLP | Added | +2.8m |
| VANGUARD GROUP INC | Added | +1.6m |
| UBS Group AG | Added | +1.3m |
| CITADEL ADVISORS LLC | Added | +1.3m |
| COOKE & BIELER LP | Added | +1.1m |
| Scharf Investments, LLC | Added | +977.3k |
| CITIGROUP INC | Added | +963.6k |
| Invesco Ltd. | Added | +747.0k |
| Anson Funds Management LP | Added | +745.0k |
Biggest sellers
| FMR LLC | Reduced | -7.5m |
| Bank of New York Mellon Corp | Reduced | -3.9m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.9m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.8m |
| Epoch Investment Partners, Inc. | Reduced | -1.6m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -1.1m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.0m |
| JANE STREET GROUP, LLC | Reduced | -869.8k |
| BANK OF MONTREAL /CAN/ | Reduced | -827.5k |
| Brandywine Global Investment Management, LLC | Sold out | -607.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $387.4m7.5m shares |
| CITADEL ADVISORS LLC | Added | $203.7m4.0m shares |
| IMC-Chicago, LLC | Added | $93.2m1.8m shares |
| UBS Group AG | Added | $89.9m1.7m shares |
| SIMPLEX TRADING, LLC | Reduced | $81.5m1.6m shares |
| JPMORGAN CHASE & CO | Added | $73.0m1.4m shares |
| CITIGROUP INC | Added | $62.2m1.2m shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $53.3m1.0m shares |
| D. E. Shaw & Co., Inc. | Reduced | $47.7m925.4k shares |
| GOLDMAN SACHS GROUP INC | Added | $47.6m923.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $337.9m6.6m shares |
| CITADEL ADVISORS LLC | Added | $307.4m6.0m shares |
| UBS Group AG | Added | $198.2m3.8m shares |
| JANE STREET GROUP, LLC | Reduced | $177.6m3.4m shares |
| CITIGROUP INC | Added | $164.4m3.2m shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $119.5m23.2k shares |
| GOLDMAN SACHS GROUP INC | Added | $98.7m1.9m shares |
| SIMPLEX TRADING, LLC | Added | $91.1m1.8m shares |
| JPMORGAN CHASE & CO | Added | $84.5m1.6m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $82.2m1.6m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BERKSHIRE HATHAWAY INC 13G · institution filed 2025-08-14 | 32.7% |
| DODGE & COX 13G · institution -1.3 pts · filed 2026-05-14 | 7.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.5% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 4.94% of their portfolio | 255.3m $13.2bn | Unchanged |
| Dodge & Cox 2.27% of their portfolio | 78.0m $4.0bn | Reduced -350.0k |
| VANGUARD GROUP INC 0.05% of their portfolio | 57.7m $3.0bn | Added +1.6m |
| BlackRock, Inc. 0.05% of their portfolio | 41.7m $2.1bn | First filing |
| STATE STREET CORP 0.09% of their portfolio | 41.3m $2.1bn | Reduced -564.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 13.8m $710.9m | Added +444.9k |
| EAGLE CAPITAL MANAGEMENT LLC 2.18% of their portfolio | 11.4m $587.2m | Added +141.5k |
| MORGAN STANLEY 0.04% of their portfolio | 11.4m $585.1m | Added +330.2k |
| H&H International Investment, LLC 2.87% of their portfolio | 9.2m $475.4m | Added +7.7m |
| FMR LLC 0.03% of their portfolio | 8.6m $441.7m | Reduced -7.5m |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 7.4m $381.4m | Added +45.3k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 7.4m $380.9m | Added +28.7k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 7.2m $372.3m | Reduced -3.9m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 6.9m $356.4m | Reduced -191.6k |
| Smead Capital Management, Inc. 4.93% of their portfolio | 6.7m $345.4m | Added +194.4k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 6.6m $338.8m | Reduced -119.0k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 28.21% of their portfolio | 6.0m $310.2m | Unchanged |
| Invesco Ltd. 0.05% of their portfolio | 5.1m $261.8m | Added +747.0k |
| Legal & General Group Plc 0.06% of their portfolio | 4.2m $214.4m | Added +50.6k |
| UBS Group AG 0.06% of their portfolio | 4.1m $211.3m | Added +1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 4.0m $206.6m | Added +98.7k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 3.9m $202.1m | Added +213.4k |
| Adams Asset Advisors, LLC 24.31% of their portfolio | 3.6m $183.9m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.8m $146.1m | Added +210.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% of their portfolio | 2.8m $144.7m | Added +560.9k |
| MARSHALL WACE, LLP 0.19% of their portfolio | 2.8m $143.3m | Added +2.8m |
| COOKE & BIELER LP 1.21% of their portfolio | 2.6m $133.0m | Added +1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 2.5m $128.3m | Added +178.8k |
| Amundi 0.05% of their portfolio | 2.4m $132.6m | Added +11.5k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 2.3m $118.5m | Reduced -1.0m |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 2.1m $107.2m | Reduced -225.0k |
| Swiss National Bank 0.07% of their portfolio | 2.0m $101.7m | Added +5.2k |
| HighTower Advisors, LLC 0.14% of their portfolio | 1.9m $97.1m | Reduced -12.0k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 1.9m $96.3m | Added +1.3m |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.8m $95.1m | Reduced -66.1k |
| CITIGROUP INC 0.08% of their portfolio | 1.7m $88.0m | Added +963.6k |
| BARCLAYS PLC 0.04% of their portfolio | 1.7m $87.4m | Added +279.7k |
| Scharf Investments, LLC 2.35% of their portfolio | 1.7m $85.3m | Added +977.3k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 1.6m $84.4m | Added +140.9k |
| National Pension Service 0.08% of their portfolio | 1.6m $80.2m | Added +133.5k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 1.5m $77.9m | Added +17.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 1.5m $76.4m | Added +22.9k |
| Himalaya Capital Management LLC 3.06% of their portfolio | 1.5m $75.6m | Unchanged |
| ANTIPODES PARTNERS Ltd 2.38% of their portfolio | 1.3m $68.7m | Reduced -314.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.2m $64.4m | Added +157.9k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 1.2m $63.7m | Reduced -827.5k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.2m $64.1m | Added +148.7k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 1.1m $58.8m | Reduced -15.7k |
| California Public Employees Retirement System 0.04% of their portfolio | 1.1m $58.4m | Added +8.5k |
| HRT FINANCIAL LP 0.29% of their portfolio | 1.0m $53.9m | Reduced -114.8k |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 1.0m $52.2m | Added +61.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 988.5k $50.9m | Added +281.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 983.1k $50.7m | Added +108.7k |
| TD Asset Management Inc 0.04% of their portfolio | 978.2k $49.9m | Added +93.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 949.3k $48.9m | Added +14.8k |
| Sarasin & Partners LLP 0.46% of their portfolio | 939.5k $48.4m | Reduced -73.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.11% of their portfolio | 859.2k $44.3m | Added +37.2k |
| AVIVA PLC 0.11% of their portfolio | 852.8k $44.0m | Added +22.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 852.5k $43.9m | Reduced -28.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 812.1k $41.9m | Added +341 |
| Perigon Wealth Management, LLC 1.12% of their portfolio | 807.8k $41.6m | Reduced -7.4k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 788.2k $40.6m | Reduced -209.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 773.8k $39.9m | Added +51.0k |
| Anson Funds Management LP 5.37% of their portfolio | 765.5k $39.5m | Added +745.0k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 749.9k $38.6m | Added +132.6k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 734.6k $37.9m | Reduced -869.8k |
| TUDOR INVESTMENT CORP ET AL 0.41% of their portfolio | 730.2k $37.6m | Added +384.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 727.3k $37.5m | Reduced -18.0k |
| Squarepoint Ops LLC 0.12% of their portfolio | 722.9k $37.3m | Added +182.4k |
| NOMURA HOLDINGS INC 0.28% of their portfolio | 715.6k $36.9m | Reduced -52.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 691.3k $35.6m | Reduced -17.3k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 654.9k $33.8m | Added +594.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 653.1k $33.6m | Added +45.4k |
| PEAK6 Investments LLC 1.62% of their portfolio | 628.5k $32.4m | Added +581.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% of their portfolio | 614.6k $31.7m | Added +327.1k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 607.2k $31.3m | Added +722 |
| Optiver Holding B.V. 0.79% of their portfolio | 605.0k $31.2m | Added +420.1k |
| Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio | 582.5k $30.0m | Reduced -6.0k |
| LPL Financial LLC 0.01% of their portfolio | 568.3k $29.3m | Reduced -25.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 559.6k $28.8m | Reduced -6.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 551.8k $28.4m | Added +166.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 546.9k $28.4m | Added +27.1k |
| Hosking Partners LLP 1.07% of their portfolio | 536.3k $27.6m | Added +36.8k |
| Rockefeller Capital Management L.P. 0.07% of their portfolio | 532.5k $27.4m | Added +193.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 519.4k $26.8m | Reduced -8.1k |
| Aventail Capital Group, LP 1.50% of their portfolio | 493.2k $25.4m | New |
| DANSKE BANK A/S 0.08% of their portfolio | 483.3k $24.9m | Added +64.4k |
| Korea Investment CORP 0.06% of their portfolio | 477.0k $24.6m | Added +54.1k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 474.5k $24.5m | Added +44.1k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.37% of their portfolio | 451.3k $23.3m | Added +56.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 443.9k $22.9m | Reduced -24.8k |
| TCTC Holdings, LLC 0.75% of their portfolio | 427.9k $22.1m | Added +27.8k |
| Bandera Partners LLC 8.27% of their portfolio | 425.0k $21.9m | New |
| SIMPLEX TRADING, LLC 0.71% of their portfolio | 407.8k $21.0m | New |
| J. Safra Sarasin Holding AG 0.36% of their portfolio | 405.1k $20.9m | Reduced -35.6k |
| South Dakota Investment Council 0.38% of their portfolio | 380.9k $19.6m | Added +53.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 375.5k $19.4m | Added +23.1k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 366.6k $18.9m | Added +210.4k |
| Chevy Chase Trust Holdings, LLC 0.06% of their portfolio | 361.4k $18.6m | Reduced -2.0k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 360.8k $18.6m | Added +160.6k |