Occidental Petroleum (OXY/WS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
4 concentrated managers hold it (−1 vs last quarter) with a median weight of 1.3%.
Quarter flow (concentrated managers)
Change in managers (5 → 4): 0 opened · 1 exited = −1
Net flow in the quarter: −$162M (−6.1 M shares) · bought $0 and sold $162MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 4 held it last quarter (the chart point); with today's set, 5 (the base for the change).
Concentrated managers holding it
- Adams Asset Advisors$12.5M1.4%6.0% with OXY
- Skaana ManagementReduced$4.1M1.6%−3.1 pp
- GoodHaven Capital ManagementReduced$4.0M1.3%−0.0 pp
- Smead Capital ManagementReduced$1.7M0.0%−0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of OXY/WS (all 13F filers)
- Philip James Wealth Mangement1.0 MWealth adviser−144 K
- Adams Asset Advisorsconcentrated468 KType not verified0
- OnyxPoint Global Management161 KType not verified−81 K
- Skaana Managementconcentrated153 KInvestment firm−305 K
- GoodHaven Capital Managementconcentrated152 KInvestment firm−3,000
- National Pension Service150 KPension or sovereign fund+150 K
- Mariner148 KWealth adviser+163
- Bank of America110 KBank or trading desk−11 K
- Morgan Stanley94 KBank or trading desk+8,553
- Smead Capital Managementconcentrated65 KInvestment firm−86 K
- Philip James Wealth Mangement
- Shares
- 1.0 M
- Change
- −144 K
See more
- Type
- Wealth adviser
- Value
- $27.3M
- Adams Asset Advisorsconcentrated
- Shares
- 468 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $12.5M
- OnyxPoint Global Management
- Shares
- 161 K
- Change
- −81 K
See more
- Type
- Type not verified
- Value
- $4.3M
- Skaana Managementconcentrated
- Shares
- 153 K
- Change
- −305 K
See more
- Type
- Investment firm
- Value
- $4.1M
- GoodHaven Capital Managementconcentrated
- Shares
- 152 K
- Change
- −3,000
See more
- Type
- Investment firm
- Value
- $4.0M
- Shares
- 150 K
- Change
- +150 K
See more
- Type
- Pension or sovereign fund
- Value
- $4.0M
- Shares
- 148 K
- Change
- +163
See more
- Type
- Wealth adviser
- Value
- $3.9M
- Shares
- 110 K
- Change
- −11 K
See more
- Type
- Bank or trading desk
- Value
- $2.9M
- Shares
- 94 K
- Change
- +8,553
See more
- Type
- Bank or trading desk
- Value
- $2.5M
- Smead Capital Managementconcentrated
- Shares
- 65 K
- Change
- −86 K
See more
- Type
- Investment firm
- Value
- $1.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.