OXYWS — OCCIDENTAL PETE CORP
Reported value held$463.54M
Funds holding (latest)23
Sector—
Funds holding (Q2 2026)14
Institutional value$14.34M · 537.67K sh
New / Add / Cut / Exit2 / 2 / 4 / 0
Top-5 / Top-10 concentration81.8% / 99.2%
Institutional holdings change
Accumulating +67.5%
(+216.74K sh)
Institutional value change
Up +4.1%
As of Q2 2026, 14 SEC-registered investment managers reported holding OXYWS (OCCIDENTAL PETE CORP) in their latest 13F filings, with a combined reported value of $14.34M across 537.67K shares. That is +67.5% by share count (+216.74K shares) versus the previous quarter, while reported value moved +4.1%. Ownership is concentrated: the five largest holders account for 81.8% of reported value and the top ten for 99.2%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| National Pension Service of Korea history | 150.16K | $4.00M | 0.00% | New |
| Bank of America Corp history | 109.89K | $2.93M | 0.00% | Reduce |
| Morgan Stanley history | 93.69K | $2.50M | 0.00% | Add |
| Goldman Sachs Group history | 46.91K | $1.25M | 0.00% | Add |
| D. E. Shaw & Co history | 39.90K | $1.06M | 0.00% | Hold |
| Franklin Resources history | 31.53K | $839.67K | 0.00% | Hold |
| JPMorgan Chase & Co history | 28.76K | $784.46K | 0.00% | New |
| UBS Group AG history | 16.69K | $444.37K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.67K | $310.75K | 0.00% | Reduce |
| Citigroup Inc history | 4.32K | $114.91K | 0.00% | Hold |
| Deutsche Bank AG history | 2.15K | $57.33K | 0.00% | Hold |
| PNC Financial Services history | 1.98K | $52.78K | 0.00% | Reduce |
| BlackRock Inc history | 12 | $320 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 10 | $266 | 0.00% | Hold |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 120.75K | $5.18M | 0.00% | Add |
| Morgan Stanley history | 85.14K | $3.65M | 0.00% | Reduce |
| D. E. Shaw & Co history | 39.90K | $1.71M | 0.00% | Hold |
| Franklin Resources history | 31.56K | $1.35M | 0.00% | Hold |
| UBS Group AG history | 16.86K | $723.42K | 0.00% | Add |
| Wells Fargo & Co history | 11.81K | $506.68K | 0.00% | Reduce |
| Goldman Sachs Group history | 6.21K | $266.58K | 0.00% | New |
| Citigroup Inc history | 4.32K | $185.11K | 0.00% | Hold |
| PNC Financial Services history | 2.20K | $94.25K | 0.00% | Reduce |
| Deutsche Bank AG history | 2.15K | $92.36K | 0.00% | Hold |
| BlackRock Inc history | 12 | $515 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 10 | $429 | 0.00% | Hold |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 88.32K | $1.70M | 0.00% | Add |
| Bank of America Corp history | 83.62K | $1.61M | 0.00% | Reduce |
| Wells Fargo & Co history | 44.57K | $858.70K | 0.00% | Reduce |
| D. E. Shaw & Co history | 39.90K | $768.83K | 0.00% | Hold |
| Franklin Resources history | 31.56K | $608.05K | 0.00% | Hold |
| JPMorgan Chase & Co history | 28.73K | $553.46K | 0.00% | Reduce |
| UBS Group AG history | 16.54K | $318.68K | 0.00% | Hold |
| Citigroup Inc history | 4.32K | $83.14K | 0.00% | Hold |
| PNC Financial Services history | 2.29K | $44.20K | 0.00% | Reduce |
| Deutsche Bank AG history | 2.15K | $41.49K | 0.00% | Hold |
| BlackRock Inc history | 12 | $231 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10 | $193 | 0.00% | Reduce |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 88.17K | $2.25M | 0.00% | Reduce |
| Morgan Stanley history | 76.05K | $1.94M | 0.00% | Reduce |
| Wells Fargo & Co history | 47.31K | $1.21M | 0.00% | Hold |
| D. E. Shaw & Co history | 39.90K | $1.02M | 0.00% | Hold |
| JPMorgan Chase & Co history | 32.37K | $825.54K | 0.00% | Hold |
| Franklin Resources history | 31.59K | $805.50K | 0.00% | Hold |
| UBS Group AG history | 16.48K | $420.11K | 0.00% | Reduce |
| Citigroup Inc history | 4.33K | $110.34K | 0.00% | Reduce |
| PNC Financial Services history | 2.57K | $65.54K | 0.00% | Add |
| Deutsche Bank AG history | 2.15K | $54.90K | 0.00% | Hold |
| BlackRock Inc history | 90 | $2.29K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11 | $281 | 0.00% | Reduce |
Q2 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 90.20K | $1.87M | 0.00% | Reduce |
| Morgan Stanley history | 77.04K | $1.60M | 0.00% | Reduce |
| Morgan Stanley history | 77.04K | $1.60M | 0.00% | Reduce |
| Wells Fargo & Co history | 47.24K | $978.28K | 0.00% | Reduce |
| D. E. Shaw & Co history | 39.90K | $826.41K | 0.00% | Hold |
| JPMorgan Chase & Co history | 32.35K | $669.88K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 32.35K | $669.88K | 0.00% | Reduce |
| Franklin Resources history | 31.59K | $654.19K | 0.00% | Hold |
| UBS Group AG history | 17.42K | $360.69K | 0.00% | Reduce |
| Citigroup Inc history | 5.34K | $110.67K | 0.00% | Reduce |
| PNC Financial Services history | 2.22K | $45.89K | 0.00% | Reduce |
| Deutsche Bank AG history | 2.15K | $44.59K | 0.00% | Hold |
| Deutsche Bank AG history | 2.15K | $44.59K | 0.00% | Hold |
| BlackRock Inc history | 97 | $2.01K | 0.00% | Reduce |
| BlackRock Inc history | 97 | $2.01K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 56 | $1.16K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 56 | $1.16K | 0.00% | Reduce |
Q1 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 96.78K | $2.68M | 0.00% | Reduce |
| Morgan Stanley history | 78.89K | $2.18M | 0.00% | Reduce |
| Morgan Stanley history | 78.89K | $2.18M | 0.00% | Reduce |
| Wells Fargo & Co history | 49.37K | $1.37M | 0.00% | Add |
| UBS Group AG history | 48.05K | $1.33M | 0.00% | Add |
| D. E. Shaw & Co history | 39.90K | $1.10M | 0.00% | Hold |
| JPMorgan Chase & Co history | 32.55K | $900.55K | 0.00% | Hold |
| JPMorgan Chase & Co history | 32.55K | $900.55K | 0.00% | Hold |
| Franklin Resources history | 31.59K | $874.04K | 0.00% | Hold |
| PNC Financial Services history | 11.31K | $312.87K | 0.00% | Hold |
| Citadel Advisors history | 9.44K | $261.20K | 0.00% | New |
| Citadel Advisors history | 9.44K | $261.20K | 0.00% | New |
| Citigroup Inc history | 8.98K | $248.50K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.86K | $189.71K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.86K | $189.71K | 0.00% | Hold |
| Deutsche Bank AG history | 2.15K | $59.57K | 0.00% | Add |
| Deutsche Bank AG history | 2.15K | $59.57K | 0.00% | Add |
| BlackRock Inc history | 109 | $3.02K | 0.00% | Reduce |
| BlackRock Inc history | 109 | $3.02K | 0.00% | Reduce |
New Positions (Q2 2026)
- National Pension Service of Korea 150.16K sh · $4.00M
- JPMorgan Chase & Co 28.76K sh · $784.46K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| National Pension Service of Korea | 150.16K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 109.89K | 120.75K | 83.62K | 88.17K | 90.20K | 96.78K | 242.18K | 243.24K | 248.22K | 255.93K | 267.16K | 275.62K | 282.88K | 263.33K | 212.45K | 218.46K | 189.74K | 302.87K | 361.25K | 415.65K |
| Morgan Stanley | 93.69K | 85.14K | 88.32K | 76.05K | 77.04K | 78.89K | 108.67K | 111.78K | 112.92K | 116.04K | 254.25K | 257.23K | 270.42K | 226.03K | 231.49K | 244.70K | 259.97K | 201.41K | 191.22K | 174.91K |
| Goldman Sachs Group | 46.91K | 6.21K | — | — | — | — | 22.19K | 22.22K | 22.22K | 22.22K | 22.22K | 36.07K | 37.08K | 88.50K | 88.50K | 122.29K | 133.55K | 115.86K | 123.58K | 122.24K |
| D. E. Shaw & Co | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 39.90K | 432.46K | 432.46K | 432.46K | 432.46K | 432.46K | 638.32K | 183.15K |
| Franklin Resources | 31.53K | 31.56K | 31.56K | 31.59K | 31.59K | 31.59K | 31.59K | 31.66K | 31.71K | 31.76K | 34.76K | 34.78K | 35.03K | 35.03K | 35.04K | 35.04K | 40.94K | 40.93K | 51.93K | 52.01K |
| JPMorgan Chase & Co | 28.76K | — | 28.73K | 32.37K | 32.35K | 32.55K | 32.47K | 33.22K | 33.39K | 32.18K | 32.18K | 31.93K | 31.90K | 31.99K | 31.91K | 31.74K | 56.48K | 56.48K | 56.52K | 56.85K |
| UBS Group AG | 16.69K | 16.86K | 16.54K | 16.48K | 17.42K | 48.05K | 47.41K | 27.48K | 44.16K | 45.26K | 84.32K | 80.94K | 83.27K | 87.18K | 87.92K | 83.99K | 87.08K | 128.92K | 172.73K | 111.56K |
| Wells Fargo & Co | 11.67K | 11.81K | 44.57K | 47.31K | 47.24K | 49.37K | 48.98K | 48.35K | 47.88K | 35.20K | 20.10K | 21.69K | 23.00K | 24.73K | 28.48K | 29.32K | 53.16K | 55.12K | 48.64K | 62.68K |
| Citigroup Inc | 4.32K | 4.32K | 4.32K | 4.33K | 5.34K | 8.98K | 8.98K | 8.98K | 8.98K | 8.98K | 8.97K | 9.01K | 9.01K | 9.03K | 9.03K | 9.03K | 9.05K | 10.57K | 34.23K | 34.21K |
| Deutsche Bank AG | 2.15K | 2.15K | 2.15K | 2.15K | 2.15K | 2.15K | 1.46K | 1.46K | 1.46K | 1.46K | 1.46K | 1.46K | 2.16K | 2.15K | 2.15K | 2.69K | 2.69K | 2.69K | 2.69K | 12.72K |
| PNC Financial Services | 1.98K | 2.20K | 2.29K | 2.57K | 2.22K | 11.31K | 11.31K | 11.37K | 11.38K | 11.35K | 11.44K | 11.93K | 12.20K | 12.47K | 12.89K | 13.01K | 13.06K | 13.32K | 21.19K | 21.26K |
| BlackRock Inc | 12 | 12 | 12 | 90 | 97 | 109 | 3.52K | 3.52K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 10 | 10 | 10 | 11 | 56 | 6.86K | 6.86K | 154.39K | 154.39K | 154.42K | 154.39K | 158.80K | 158.80K | 158.80K | 158.86K | 158.86K | 161.01K | 163.57K | 147.61K | 147.61K |
| Citadel Advisors | — | — | — | — | — | 9.44K | — | — | — | — | 11.24K | 12.08K | 12.08K | 12.08K | 21.75K | 21.75K | 21.76K | 21.76K | 196.76K | 223.25K |
| CPP Investments | — | — | — | — | — | — | — | — | — | — | — | — | 5.37K | 5.37K | 5.37K | 5.37K | 5.37K | 5.37K | 5.37K | 5.37K |
| Dodge & Cox | — | — | — | — | — | — | 14.25M | 14.25M | 14.27M | 14.27M | 14.28M | 14.30M | 14.30M | 14.32M | 14.40M | 14.51M | 14.81M | 14.84M | 15.09M | 15.13M |
| Geode Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.27K | 15.02K |
| Legal & General Investment Management America | — | — | — | — | — | — | 35 | 6.01K | 6.01K | 6.01K | 6.01K | 6.01K | 6.01K | 6.01K | 6.01K | 6.01K | 6.01K | 9.81K | 9.78K | 9.78K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 925.65K | 925.65K | 1.06M | — |