DaveManuel.com · Institutional Ownership · Who Owns It
OCCIDENTAL PETE CORP (OXYWS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
263
Reporting holders
$82.1M
Reported value
0.2%
Calls
0.0%
Puts
-11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | $27.3M | 1,023,537 | 3.07% | 8q | -12.3%-$3.8M |
| Adams Asset Advisors, LLC | $12.5M | 468,312 | 1.41% | 15q | HELD |
| OnyxPoint Global Management LP | $4.3M | 161,104 | 0.98% | 15q | -33.4%-$2.2M |
| Skaana Management L.P. | $4.1M | 153,032 | 0.88% | 4q | -66.6%-$8.1M |
| GoodHaven Capital Management, LLC | $4.0M | 151,697 | 1.27% | 13q | -1.9%-$79.9K |
| National Pension Service | $4.0M | 150,159 | 0.00% | new | NEW |
| Mariner, LLC | $3.9M | 147,669 | 0.00% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.9M | 109,890 | 0.00% | 24q | -9.0%-$289.1K |
| MORGAN STANLEY | $2.5M | 93,694 | 0.00% | 24q | +10.0%+$227.8K |
| Smead Capital Management, Inc. | $1.7M | 65,345 | 0.04% | 24q | -56.8%-$2.3M |
| SG Americas Securities, LLC | $1.5M | 56,450 | 0.00% | 24q | HELD |
| Mutual Advisors, LLC | $1.4M | 51,121 | 0.03% | 11q | -0.7%-$9.9K |
| GOLDMAN SACHS GROUP INC | $1.2M | 46,905 | 0.00% | 2q | +654.8%+$1.1M |
| D. E. Shaw & Co., Inc. | $1.1M | 39,904 | 0.00% | 24q | HELD |
| FRANKLIN RESOURCES INC | $839.7K | 31,531 | 0.00% | 24q | HELD |
| JPMORGAN CHASE & CO | $784.5K | 28,756 | 0.00% | 24q | HELD |
| LPL Financial LLC | $581.8K | 21,848 | 0.00% | 24q | +6.2%+$34.2K |
| RAYMOND JAMES FINANCIAL INC | $546.9K | 20,537 | 0.00% | 7q | HELD |
| HRT FINANCIAL LP | $507.0K | 19,073 | 0.00% | 2q | +237.8%+$356.9K |
| UBS Group AG | $444.4K | 16,687 | 0.00% | 24q | -1.0%-$4.7K |
| ENVESTNET ASSET MANAGEMENT INC | $418.8K | 15,726 | 0.00% | 24q | +1.0%+$4.0K |
| Warberg Asset Management LLC | $407.1K | 15,292 | 0.07% | 5q | -96.9%-$12.5M |
| HSBC HOLDINGS PLC | $361.5K | 13,178 | 0.00% | 24q | HELD |
| Sanctuary Advisors, LLC | $320.4K | 12,033 | 0.00% | 9q | -2.7%-$8.9K |
| WELLS FARGO & COMPANY/MN | $310.7K | 11,669 | 0.00% | 24q | -1.2%-$3.8K |
| IHT Wealth Management, LLC | $310.6K | 11,663 | 0.01% | 23q | HELD |
| AMERIPRISE FINANCIAL INC | $305.3K | 11,464 | 0.00% | 24q | -6.4%-$21.0K |
| Virtu Financial LLC | $278.0K | 10,432 | 0.01% | 4q | -79.9%-$1.1M |
| Elgethun Capital Management | $277.0K | 10,400 | 0.04% | 3q | HELD |
| GABELLI FUNDS LLC | $266.4K | 10,004 | 0.00% | 24q | HELD |
| ROYAL BANK OF CANADA | $266.0K | 10,019 | 0.00% | 24q | +0.9%+$2.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $247.2K | 9,283 | 0.00% | 24q | -4.3%-$11.1K |
| Cetera Investment Advisers | $217.3K | 8,161 | 0.00% | 2q | -4.8%-$11.0K |
| TORONTO DOMINION BANK | $179.0K | 5,013 | 0.00% | 24q | HELD |
| OSAIC HOLDINGS, INC. | $176.2K | 6,618 | 0.00% | 24q | -33.0%-$86.8K |
| TD Capital Management LLC | $167.8K | 6,303 | 0.01% | 22q | HELD |
| Steward Partners Investment Advisory, LLC | $129.5K | 4,864 | 0.00% | 24q | +4.3%+$5.3K |
| CITIGROUP INC | $114.9K CALL | options only | 0.00% | 24q | OPTIONS |
| Allworth Financial LP | $86.4K | 3,245 | 0.00% | 24q | -0.7% |
| Farther Finance Advisors, LLC | $66.3K | 2,489 | 0.00% | 15q | -17.7%-$14.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $64.8K | 2,434 | 0.00% | 24q | -2.3%-$1.5K |
| DEUTSCHE BANK AG\ | $57.3K CALL | options only | 0.00% | 24q | OPTIONS |
| Arax Advisory Partners | $54.5K | 2,048 | 0.00% | 3q | +1212.8%+$50.4K |
| LRI Investments, LLC | $53.3K | 2,000 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $52.8K | 1,982 | 0.00% | 24q | -9.8%-$5.7K |
| US BANCORP \DE\ | $50.6K | 1,900 | 0.00% | 24q | -4.0%-$2.1K |
| Sawyer & Company, Inc | $26.6K | 1,324 | 0.01% | 3q | -7.9%-$2.3K |
| FIFTH THIRD BANCORP | $25.7K | 966 | 0.00% | 24q | HELD |
| Aptus Capital Advisors, LLC | $25.5K | 958 | 0.00% | 10q | +1.8% |
| BNP PARIBAS FINANCIAL MARKETS | $24.2K | 908 | 0.00% | 15q | HELD |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $24.1K | 905 | 0.00% | 21q | HELD |
| Turtle Creek Wealth Advisors, LLC | $23.3K | 875 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $21.0K | 790 | 0.00% | 19q | HELD |
| ROTHSCHILD INVESTMENT LLC | $19.7K | 739 | 0.00% | 11q | HELD |
| BANK OF MONTREAL /CAN/ | $19.6K | 735 | 0.00% | 17q | -40.5%-$13.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18.9K | 709 | 0.00% | 10q | -4.3% |
| HARBOUR INVESTMENTS, INC. | $18.5K | 696 | 0.00% | 2q | +1.5% |
| AMERICAN NATIONAL BANK & TRUST | $18.5K | 696 | 0.00% | 5q | HELD |
| Eurizon Capital SGR S.p.A. | $18.2K | 683 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $15.6K | 585 | 0.00% | 24q | +99.7%+$7.8K |
| TD Waterhouse Canada Inc. | $13.8K | 550 | 0.00% | 19q | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | $12.3K | 437 | 0.00% | 9q | +12.9%+$1.4K |
| BARCLAYS PLC | $11.4K | 427 | 0.00% | 18q | -98.3%-$667.7K |
| FARMERS & MERCHANTS INVESTMENTS INC | $11.3K | 424 | 0.00% | 24q | HELD |
| Timbuktu Capital Management, LLC | $10.9K | 411 | 0.02% | new | FIRST |
| Institute for Wealth Management, LLC. | $10.8K | 406 | 0.00% | new | NEW |
| TSFG, LLC | $10.0K | 375 | 0.00% | 24q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $9.8K | 368 | 0.00% | 24q | HELD |
| EASTERN BANK | $9.3K | 347 | 0.00% | 8q | HELD |
| AE Wealth Management LLC | $9.1K | 341 | 0.00% | 7q | HELD |
| PRIVATE TRUST CO NA | $9.0K | 337 | 0.00% | 17q | HELD |
| REXFORD CAPITAL INC | $8.9K | 336 | 0.01% | 5q | -6.9% |
| BLAIR WILLIAM & CO/IL | $8.9K | 333 | 0.00% | 24q | -0.9% |
| Prosperity Bancshares Inc | $8.7K | 325 | 0.01% | 3q | HELD |
| Glen Eagle Advisors, LLC | $8.4K | 316 | 0.00% | new | NEW |
| UMB Bank, n.a. | $8.1K | 302 | 0.00% | 19q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $7.9K | 295 | 0.00% | 5q | HELD |
| Federation des caisses Desjardins du Quebec | $7.8K | 293 | 0.00% | 24q | HELD |
| CENTRAL TRUST Co | $7.6K | 286 | 0.00% | 23q | HELD |
| Western Pacific Wealth Management, LP | $7.5K | 283 | 0.01% | 19q | HELD |
| Advocate Investing Services LLC | $7.4K | 277 | 0.01% | 3q | HELD |
| ST GERMAIN D J CO INC | $7.2K | 271 | 0.00% | 14q | -2.2% |
| Atlantic Union Bankshares Corp | $7.0K | 263 | 0.00% | 5q | HELD |
| Caldwell Trust Co | $6.9K | 258 | 0.00% | 24q | -13.1%-$1.0K |
| Triumph Capital Management | $6.8K | 256 | 0.00% | 3q | -12.3% |
| HUNTINGTON NATIONAL BANK | $6.5K | 244 | 0.00% | 24q | HELD |
| MACQUARIE GROUP LTD | $6.4K | 241 | 0.00% | 7q | -79.5%-$24.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.4K | 245 | 0.00% | 3q | -43.3%-$4.9K |
| MONTAG A & ASSOCIATES INC | $6.3K | 235 | 0.00% | 23q | HELD |
| TOMPKINS FINANCIAL CORP | $6.2K | 234 | 0.00% | 18q | HELD |
| Bollard Group LLC | $6.0K | 216 | 0.00% | 14q | HELD |
| BOKF, NA | $5.8K | 219 | 0.00% | 2q | HELD |
| Blue Trust, Inc. | $5.6K | 209 | 0.00% | 17q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $5.3K | 199 | 0.00% | 15q | HELD |
| NBT BANK, N.A. | $5.1K | 193 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $5.1K | 193 | 0.00% | 18q | +3.2% |
| Russell Investments Group, Ltd. | $5.1K | 193 | 0.00% | 9q | +3.8% |
| Ancora Advisors LLC | $4.6K | 171 | 0.00% | 23q | HELD |
| Knott David M Jr | $4.3K | 194 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $4.0K | 151 | 0.00% | 16q | HELD |
Showing the largest 100 of 264 reported holders. The count of 263 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 91 | $38.5M | 1,157,875 | 10 | 6 | 9 | 0.0% |
| Q2 2026 | 263 | $82.1M | 3,074,413 | 20 | 18 | 48 | 0.2% |
| Q1 2026 | 274 | $452.2M | 10,530,778 | 40 | 27 | 32 | 0.1% |
| Q4 2025 | 265 | $195.3M | 10,131,130 | 25 | 35 | 48 | 0.1% |
| Q3 2025 | 256 | $270.8M | 10,622,886 | 23 | 29 | 29 | 0.1% |
| Q2 2025 | 264 | $202.1M | 9,743,543 | 24 | 25 | 52 | 0.1% |
| Q1 2025 | 276 | $392.7M | 14,196,717 | 24 | 26 | 64 | 0.1% |
| Q4 2024 | 323 | $1.2B | 45,078,689 | 26 | 40 | 47 | 0.1% |
| Q3 2024 | 302 | $1.3B | 42,226,330 | 27 | 31 | 38 | 3.9% |
| Q2 2024 | 322 | $1.9B | 44,924,530 | 29 | 38 | 60 | 3.6% |
| Q1 2024 | 314 | $2.8B | 61,987,507 | 23 | 39 | 55 | 2.7% |
| Q4 2023 | 320 | $2.6B | 64,802,396 | 21 | 30 | 64 | 2.5% |
| Q3 2023 | 309 | $3.1B | 68,333,057 | 14 | 32 | 53 | 3.2% |
| Q2 2023 | 322 | $2.5B | 63,456,852 | 24 | 48 | 41 | 5.5% |
| Q1 2023 | 321 | $2.9B | 66,123,632 | 42 | 33 | 69 | 5.3% |
| Q4 2022 | 329 | $2.9B | 68,127,236 | 65 | 42 | 74 | 4.1% |
| Q3 2022 | 272 | $2.7B | 65,591,592 | 26 | 28 | 60 | 3.8% |
| Q2 2022 | 289 | $2.7B | 70,504,696 | 26 | 37 | 53 | 4.1% |
| Q1 2022 | 290 | $2.7B | 71,622,421 | 60 | 40 | 71 | 6.0% |
| Q4 2021 | 267 | $1.0B | 73,420,994 | 36 | 35 | 50 | 5.9% |
| Q3 2021 | 241 | $1.0B | 74,090,640 | 21 | 32 | 69 | 8.2% |
| Q2 2021 | 243 | $1.0B | 65,598,455 | 18 | 33 | 61 | 8.6% |
| Q1 2021 | 267 | $906.8M | 66,058,108 | 50 | 46 | 65 | 8.9% |
| Q4 2020 | 247 | $516.8M | 64,620,997 | 43 | 27 | 82 | 9.8% |
| Q3 2020 | 228 | $242.6M | 71,024,241 | 226 | 0 | 0 | 3.3% |
| Q2 2020 | 2 | $8.0K | 450 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $5.0K | 382 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $5.0K | 382 | 1 | 0 | 0 | 0.0% |