OXY — OCCIDENTAL PETE CORP
Reported value held$31.20B
Funds holding (latest)51
SectorEnergy
Index member: S&P 500
Funds holding (Q2 2026)42
Institutional value$27.14B · 559.96M sh
New / Add / Cut / Exit2 / 25 / 11 / 3
Top-5 / Top-10 concentration76.2% / 86.2%
Institutional holdings change
Accumulating +4.3%
(+23.06M sh)
Institutional value change
Down -22.1%
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway history | Q2 2026 | 264.94M | $12.87B | 4.30% | Hold |
| Vanguard Group history | Q4 2025 | 89.90M | $3.70B | 0.05% | Add |
| Dodge & Cox history | Q2 2026 | 72.76M | $3.53B | 1.85% | Reduce |
| BlackRock Inc history | Q2 2026 | 55.86M | $2.71B | 0.04% | Add |
| Geode Capital Management history | Q2 2026 | 19.90M | $962.85M | 0.05% | Add |
| Invesco Ltd history | Q2 2026 | 12.75M | $619.02M | 0.05% | Add |
| Morgan Stanley history | Q2 2026 | 12.24M | $594.50M | 0.03% | Add |
| AQR Capital Management history | Q2 2026 | 11.47M | $557.25M | 0.19% | Add |
| Citadel Advisors history | Q2 2026 | 11.20M | $544.17M | 0.07% | Add |
| BNY Mellon history | Q2 2026 | 10.64M | $516.98M | 0.09% | Add |
| H&H International Investment history | Q2 2026 | 10.26M | $498.40M | 2.61% | Hold |
| Bank of America Corp history | Q2 2026 | 6.73M | $326.91M | 0.02% | Hold |
| Northern Trust Corp history | Q2 2026 | 6.52M | $316.80M | 0.04% | Hold |
| Point72 Asset Management history | Q2 2026 | 6.26M | $303.91M | 0.35% | Add |
| UBS Group AG history | Q2 2026 | 6.14M | $298.05M | 0.04% | Add |
| Goldman Sachs Group history | Q2 2026 | 5.85M | $284.23M | 0.03% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 5.76M | $279.78M | 0.04% | Add |
| D. E. Shaw & Co history | Q2 2026 | 4.28M | $207.64M | 0.11% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.72M | $180.75M | 0.01% | Reduce |
| Two Sigma Investments history | Q2 2026 | 3.64M | $176.90M | 0.14% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.60M sh · $127.44M
- Renaissance Technologies 1.14M sh · $55.50M
Fully Exited (vs previous quarter)
- Himalaya Capital sold 1.47M sh · $95.32M
- Arrowstreet Capital sold 723.67K sh · $47.04M
- Janus Henderson Group sold 81.72K sh · $5.31M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | — | — | 136.37M | 158.55M | 194.35M | 194.35M | 211.71M | 224.13M | 224.13M | 243.72M | 248.02M | 255.28M | 255.28M | 264.18M | 264.94M | 264.94M | 264.94M | 264.94M | 264.94M | 264.94M |
| Dodge & Cox | 115.30M | 112.53M | 100.71M | 98.42M | 94.98M | 92.96M | 92.16M | 91.30M | 90.45M | 80.99M | 79.53M | 78.36M | 78.01M | 70.00M | 80.84M | 80.25M | 79.88M | 79.47M | 74.09M | 72.76M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 41.70M | 42.30M | 43.09M | 47.80M | 49.44M | 50.61M | 52.64M | 55.86M |
| Geode Capital Management | 16.67M | 16.93M | 17.38M | 15.53M | 13.91M | 13.23M | 13.04M | 13.09M | 12.29M | 12.57M | 12.78M | 13.40M | 13.85M | 14.25M | 14.82M | 18.09M | 18.68M | 18.85M | 19.37M | 19.90M |
| Invesco Ltd | 10.03M | 9.10M | 5.59M | 4.14M | 3.84M | 4.61M | 4.11M | 4.54M | 4.67M | 4.76M | 4.65M | 4.33M | 5.08M | 6.36M | 6.15M | 5.63M | 5.66M | 6.73M | 7.56M | 12.75M |
| Morgan Stanley | 5.58M | 5.34M | 5.87M | 8.20M | 9.12M | 8.93M | 8.85M | 8.94M | 9.46M | 9.30M | 10.58M | 11.02M | 11.35M | 14.20M | 12.24M | 10.64M | 13.25M | 11.40M | 10.98M | 12.24M |
| AQR Capital Management | 241.49K | 1.37M | 548.59K | 1.48M | 940.67K | 880.26K | 627.28K | 106.95K | 111.12K | 96.10K | 72.25K | 80.58K | 78.26K | 283.91K | 773.68K | 774.88K | 1.82M | 2.65M | 8.72M | 11.47M |
| Citadel Advisors | 11.22M | 13.95M | 16.49M | 16.53M | 12.35M | 12.92M | 9.59M | 8.17M | 10.28M | 8.58M | 9.37M | 8.98M | 11.79M | 9.50M | 8.35M | 11.62M | 8.90M | 10.21M | 9.11M | 11.20M |
| BNY Mellon | 8.78M | 8.83M | 8.35M | 8.80M | 7.92M | 7.93M | 7.69M | 9.69M | 12.02M | 12.66M | 12.24M | 11.13M | 7.22M | 5.50M | 4.54M | 4.23M | 4.24M | 3.98M | 5.76M | 10.64M |
| H&H International Investment | — | — | — | — | — | — | 399.60K | 199.90K | — | 440.10K | 1.13M | 1.54M | 9.22M | 13.58M | 13.83M | 13.56M | 13.56M | 13.17M | 10.26M | 10.26M |
| Bank of America Corp | 8.70M | 8.60M | 7.41M | 7.29M | 7.67M | 7.96M | 9.46M | 7.38M | 8.80M | 11.05M | 10.59M | 10.81M | 9.55M | 8.47M | 6.92M | 7.04M | 6.87M | 6.22M | 6.71M | 6.73M |
| Northern Trust Corp | 10.55M | 10.46M | 10.27M | 10.21M | 9.34M | 9.02M | 8.62M | 7.96M | 7.37M | 7.29M | 6.92M | 6.69M | 6.57M | 7.07M | 7.18M | 7.09M | 6.96M | 6.49M | 6.50M | 6.52M |
| Point72 Asset Management | 547.77K | 554.57K | — | — | 1.57M | 3.09M | 2.51M | 1.67M | 1.74M | 942.60K | 842.60K | 201.60K | 656.60K | 854.63K | 618.60K | 1.10M | 2.07M | 3.08M | 3.44M | 6.26M |
| UBS Group AG | 3.34M | 3.08M | 2.67M | 3.75M | 2.79M | 2.82M | 2.44M | 3.07M | 3.53M | 4.29M | 5.75M | 6.88M | 9.69M | 12.24M | 11.37M | 11.32M | 8.35M | 7.54M | 5.61M | 6.14M |
| Goldman Sachs Group | 3.29M | 2.71M | 2.25M | 2.81M | 3.24M | 2.58M | 2.59M | 3.20M | 4.38M | 4.36M | 4.89M | 4.95M | 5.67M | 5.40M | 3.80M | 6.55M | 6.19M | 5.54M | 5.37M | 5.85M |
| Charles Schwab Investment Management | 5.03M | 4.92M | 5.04M | 4.80M | 4.04M | 3.88M | 3.86M | 3.81M | 3.62M | 3.70M | 3.78M | 3.91M | 4.01M | 4.24M | 4.43M | 4.96M | 5.21M | 5.39M | 5.64M | 5.76M |
| D. E. Shaw & Co | 4.65M | 5.92M | 9.38M | 6.60M | 6.29M | 10.33M | 5.01M | 3.89M | 5.56M | 4.87M | 2.99M | 2.19M | 2.61M | 4.01M | 3.58M | 3.88M | 2.90M | 2.88M | 1.86M | 4.28M |
| Fidelity Management & Research (FMR) | 2.46M | 2.77M | 8.21M | 24.15M | 26.43M | 29.07M | 26.15M | 22.94M | 23.38M | 21.74M | 17.63M | 16.08M | 8.57M | 4.15M | 3.51M | 3.64M | 3.31M | 2.95M | 4.40M | 3.72M |
| Two Sigma Investments | 2.61M | 439.50K | 4.82M | 1.22M | — | 110.30K | — | — | — | 1.25M | 3.61M | 1.99M | 55.10K | 745.82K | 3.43M | 379.11K | 800.99K | 2.64M | 3.60M | 3.64M |
| Legal & General Investment Management America | 5.38M | 4.94M | 4.98M | 5.75M | 5.61M | 5.21M | 4.74M | 4.44M | 4.18M | 5.21M | 5.19M | 5.66M | 5.64M | 4.06M | 4.46M | 3.59M | 3.80M | 3.88M | 3.88M | 3.48M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details