OCCIDENTAL PETE (OXY) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q2 2026) show 6 hedge funds and institutional investors holding a combined 348.5M shares of OCCIDENTAL PETE (OXY), valued at $16.9B. The median portfolio weight is 2.8%.
Institutional ownership changes in OXY reflect net selling, as the combined position decreased by 2.5M shares (0.7%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to OXY are Chou Associates Management (7.0% of its 13F portfolio), Berkshire Hathaway (4.3%), and BlackBarn (3.0%). In Q2 2026, BlackBarn made the largest position increase (+3.0%), while Himalaya Capital Management made the largest reduction (-3.0%).
Top 6 Institutional Holders in OCCIDENTAL PETE (OXY), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q2 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Chou Associates Management | 313,000 | $15.2M | 7.0% |
| 2 | Berkshire Hathaway | 264,941,431 | $12.9B | 4.3% |
| 3 | BlackBarn | 250,000 | $12.1M | 3.0% |
| 4 | H&H International Investment | 10,261,500 | $498.4M | 2.6% |
| 5 | Dodge & Cox | 72,764,944 | $3.5B | 1.9% |
| 6 | UTIMCO - The University of Texas | 219 | $11K | 0.0% |
- 6Institutional investors
- 348,531,094Shares held (disclosed)
- $16.9B13F market value
- 2.8%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of OXY. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ2 2026
The biggest weight-increase and weight-decrease changes among funds that hold OXY. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- BlackBarn+3.0% · +250,000 shares
- UTIMCO - The University of Texas+0.0% · +167 shares
Top sellers
- Himalaya Capital Management-3.0% · -1,466,500 shares
- Dodge & Cox-0.8% · -1,320,628 shares
Ownership Statistics
- Funds holding
- 6
- Median weight
- 2.8%
- Largest holder
- Chou Associates Management · 7.0%
- Smallest holder
- UTIMCO - The University of Texas · 0.0%
- Shares held
- 348,531,094 (-2,536,961)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding OXY in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Chou Associates Management | 313,000 | $15.2M | 7.0% |
| 2 | Berkshire Hathaway | 264,941,431 | $12.9B | 4.3% |
| 3 | BlackBarn | 250,000 | $12.1M | 3.0% |
| 4 | H&H International Investment | 10,261,500 | $498.4M | 2.6% |
| 5 | Dodge & Cox | 72,764,944 | $3.5B | 1.9% |
| 6 | UTIMCO - The University of Texas | 219 | $10.6K | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in OCCIDENTAL PETE CORP (OXY) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See OCCIDENTAL PETE CORP (OXY) insider transactions (SEC Form 4) →
Methodology & FAQ
Methodology: How We Track OXY Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who must file: This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is included: We capture long positions in Section 13(f) securities for OCCIDENTAL PETE CORP (OXY). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Metric definition: “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to OXY on the specific reporting date.
- How to use this data: Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in OXY?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders , such as Chou Associates Management , Berkshire Hathaway , and BlackBarn as of Q2 2026, change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the OXY ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this OXY data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds OXY stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for OXY as of each filing date.