Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OCCIDENTAL PETE CORP (OXY)

1K + Investors. Track Smart Money conviction in OXY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -35
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — OXY

Based on 1049 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OXY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
1,049 funds currently hold this stock — 91% of the 3.0-year high of 1,156 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
69 fewer hedge funds hold OXY compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

471 buying627 selling
Last quarter: 627 funds reduced or exited vs 471 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new OXY position: 138 → 123 → 129 → 148. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 14% new
730 out of 1,049 hedge funds have held OXY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~148 new funds/quarter

157 → 138 → 123 → 129 → 148 new funds/Q
New funds entering each quarter: 138 → 123 → 129 → 148. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 1,120 current holders: 804 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
46 of 1049 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in OXY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OXY

How many hedge funds hold OXY — quarterly history vs. share price
Quarterly hedge fund ownership of OXY vs. share price

Market Analysis: OXY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OXY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

104 top-rated funds 6 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: OXY
2026 Q1 Stats Unlock in 11 days 1K + Investors

Track Smart Money conviction in OXY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1120 1155 -3.03%
13F Shares 817M 814M 0.44%
Total Value $33.61B $38.80B -13.38%
New Positions 152 131 +21
Increased Positions 421 468 -47
Closed Positions 193 121 +72
Reduced Positions 521 509 +12
Total Calls 44 49 -10.2%
Total Puts 35 38 -7.89%
PUT/CALL Ratio 0.8 0.78 Neutral

Statistics: OXY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OXY. Verified SEC 13F-HR filings.

Top 25 institutional holders of OXY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 12.27% 1,682,753 $109.4M
2 Aldebaran Capital, LLC 7.66% 154,152 $10.0M
3 SCHARF INVESTMENTS, LLC 7.18% 3,583,864 $233.0M
4 swisspartners Advisors Ltd 7.03% 173,180 $11.2M
5 TB Alternative Assets Ltd. 6.95% 514,702 $33.5M
6 QSM Asset Management Ltd 6.87% 208,434 $14.0M
7 Grand Central Investment Group 5.30% 110,329 $7.2M
8 Asset Management Advisors, LLC 4.81% 122,265 $7.9M
9 HAHN CAPITAL MANAGEMENT LLC 4.07% 99,723 $6.5M
10 Guardian Wealth Management, Inc. 3.81% 107,422 $7.0M
11 Philip James Wealth Mangement, LLC 3.16% 423,306 $27.5M
12 Praxis Capital Management LLC 3.09% 20,337 $1.3M
13 Intrinsic Value Partners, LLC 2.12% 42,334 $2.8M
14 NWF Advisory Services Inc. 1.81% 245,953 $16.0M
15 COOKE & BIELER LP 1.64% 2,236,364 $145.4M
16 Slocum, Gordon & Co LLP 1.43% 32,338 $2.1M
17 Poehling Capital Management, INC. 1.35% 98,845 $6.4M
18 Cutter & CO Brokerage, Inc. 1.33% 113,475 $5.6M
19 Hosking Partners LLP 1.32% 568,394 $36.9M
20 Verity Asset Management, Inc. 1.27% 46,597 $3.0M
21 Mraz, Amerine & Associates, Inc. 1.27% 132,177 $8.6M
22 ADAMS NATURAL RESOURCES FUND, INC. 1.25% 165,951 $10.8M
23 CUMBERLAND ADVISORS INC 0.99% 39,000 $2.5M
24 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 0.98% 450,000 $29.2M
25 Qsemble Capital Management, LP 0.97% 195,871 $12.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OCCIDENTAL PETE CORP (OXY)

What does the Smart Money Trend signal show for OXY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OXY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OXY?

More sellers than buyers — 43% buying: Last quarter: 627 funds reduced or exited vs 471 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OXY holders?

Elite ownership — 73% AUM from top-100 funds: 46 of 1049 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in OXY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OXY?

70% of holders stayed for 2+ years: 730 out of 1,049 hedge funds have held OXY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.