Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

OCCIDENTAL PETE CORP · COM · quarter ended 2026-03-31 · 24 members disclosed OXY ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,044 holders are listed, largest first: 1,044
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $50.2B
holders whose share count rose or who opened the position (new + add), by shares: 585
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 96

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of OXY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BERKSHIRE HATHAWAY INC	$17.2B	264,941,431	0	NO CHANGE
2	DODGE & COX	$4.8B	74,085,572	−5,387,499	TRIM
3	BlackRock, Inc.	$3.4B	52,637,811	+2,023,901	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$3.1B	47,412,976	—	NO PRIOR
5	STATE STREET CORP	$2.8B	43,270,797	+3,731,054	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.4B	36,185,199	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$1.3B	19,368,894	+522,663	ADD
8	GQG Partners LLC	$1.2B	18,311,639	+18,311,639	NEW
9	MORGAN STANLEY	$713M	10,976,687	−421,902	TRIM
10	H&H International Investment, LLC	$667M	10,261,500	−2,911,100	TRIM
11	DIMENSIONAL FUND ADVISORS LP	$651M	10,014,092	−588,568	TRIM
12	AQR CAPITAL MANAGEMENT LLC	$567M	8,718,934	+6,069,253	ADD
13	Invesco Ltd.	$492M	7,561,875	+831,028	ADD
14	BANK OF AMERICA CORP /DE/	$436M	6,707,201	+486,074	ADD
15	NORTHERN TRUST CORP	$422M	6,496,660	+5,944	ADD
16	Bank of New York Mellon Corp	$374M	5,761,082	+1,776,922	ADD
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$366M	5,635,341	+244,792	ADD
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$317M	4,872,439	+912,801	ADD
19	FMR LLC	$286M	4,396,234	+1,448,400	ADD
20	VANGUARD FIDUCIARY TRUST CO	$264M	4,061,367	—	NO PRIOR
21	Legal & General Group Plc	$252M	3,877,986	−6,586	TRIM
22	BARCLAYS PLC	$247M	3,803,322	+1,261,307	ADD
23	SCHARF INVESTMENTS, LLC	$233M	3,583,864	+644,140	ADD
24	TWO SIGMA INVESTMENTS, LP	$231M	3,548,625	+1,078,803	ADD
25	Smead Capital Management, Inc.	$201M	3,095,535	−449,647	TRIM
26	UBS Group AG	$198M	3,049,186	−1,287,064	TRIM
27	DEUTSCHE BANK AG\	$197M	3,033,315	+1,456,306	ADD
28	Amundi	$194M	2,979,380	+78,335	ADD
29	Point72 Asset Management, L.P.	$174M	2,680,365	+1,866,133	ADD
30	RAYMOND JAMES FINANCIAL INC	$161M	2,472,393	+1,463,673	ADD
31	Nuveen, LLC	$149M	2,295,768	+556,469	ADD
32	COOKE & BIELER LP	$145M	2,236,364	−911,242	TRIM
33	Tidal Investments LLC	$145M	2,221,947	+630,334	ADD
34	Swiss National Bank	$141M	2,168,414	+145,100	ADD
35	BALYASNY ASSET MANAGEMENT L.P.	$134M	2,064,698	−324,408	TRIM
36	AMERICAN CENTURY COMPANIES INC	$131M	2,014,811	+266,552	ADD
37	MILLENNIUM MANAGEMENT LLC	$128M	1,967,819	+788,899	ADD
38	SEI INVESTMENTS CO	$113M	1,734,052	+1,234,350	ADD
39	Sumitomo Mitsui Trust Group, Inc.	$110M	1,685,169	+66,438	ADD
40	Mitsubishi UFJ Asset Management Co., Ltd.	$107M	1,639,357	+100,322	ADD
41	FIRST TRUST ADVISORS LP	$106M	1,636,367	+475,466	ADD
42	Vanguard Global Advisers, LLC	$102M	1,568,766	—	NO PRIOR
43	CITIGROUP INC	$95.8M	1,474,610	+262,575	ADD
44	Himalaya Capital Management LLC	$95.3M	1,466,500	0	NO CHANGE
45	ROYAL BANK OF CANADA	$94.4M	1,452,470	+298,273	ADD
46	VANGUARD ASSET MANAGEMENT, Ltd	$88.6M	1,363,392	—	NO PRIOR
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$84.2M	1,295,650	+24,520	ADD
48	WORLDQUANT MILLENNIUM ADVISORS LLC	$79.7M	1,225,765	+1,204,852	ADD
49	RHUMBLINE ADVISERS	$78.8M	1,212,335	−36,669	TRIM
50	Holocene Advisors, LP	$78.4M	1,206,194	+1,206,194	NEW
51	HSBC HOLDINGS PLC	$76.6M	1,179,755	−1,303,511	TRIM
52	BANK OF MONTREAL /CAN/	$76.6M	1,178,166	+21,492	ADD
53	National Pension Service	$75.3M	1,158,255	+1,158,255	NEW
54	Freestone Grove Partners LP	$74.7M	1,149,223	+1,149,223	NEW
55	FRANKLIN RESOURCES INC	$73.4M	1,129,893	+898,982	ADD
56	WELLS FARGO & COMPANY/MN	$71.7M	1,103,308	−262,135	TRIM
57	Tredje AP-fonden	$67.8M	1,043,654	+1,043,654	NEW
58	Gotham Asset Management, LLC	$59.8M	919,648	−211,088	TRIM
59	ENVESTNET ASSET MANAGEMENT INC	$55.4M	852,162	+271,657	ADD
60	ROYAL LONDON ASSET MANAGEMENT LTD	$54.9M	844,161	−28,814	TRIM
61	PRINCIPAL FINANCIAL GROUP INC	$54.3M	834,720	+12,744	ADD
62	WELLINGTON MANAGEMENT GROUP LLP	$52.7M	810,571	+135,370	ADD
63	CITADEL ADVISORS LLC	$52.5M	807,929	−1,790,581	TRIM
64	Swedbank AB	$52.4M	806,128	+18,542	ADD
65	Perigon Wealth Management, LLC	$52.3M	803,983	−344	TRIM
66	Life Cycle Investment Partners Ltd	$47.1M	725,223	+226,912	ADD
67	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$47.0M	723,673	+723,673	NEW
68	LPL Financial LLC	$46.7M	718,395	+112,041	ADD
69	HighTower Advisors, LLC	$44.1M	678,801	+293,973	ADD
70	Baird Financial Group, Inc.	$43.8M	674,376	+674,376	NEW
71	AVIVA PLC	$41.2M	634,017	+17,884	ADD
72	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$41.0M	631,076	0	NO CHANGE
73	AMERIPRISE FINANCIAL INC	$40.6M	624,017	+3,947	ADD
74	Sourcerock Group LLC	$39.7M	611,101	+611,101	NEW
75	NORDEA INVESTMENT MANAGEMENT AB	$38.9M	578,123	+56,759	ADD
76	Aberdeen Group plc	$38.7M	595,033	+27,336	ADD
77	Alyeska Investment Group, L.P.	$36.4M	560,544	+545,371	ADD
78	Mariner, LLC	$35.9M	552,271	+454,063	ADD
79	TB Alternative Assets Ltd.	$33.5M	514,702	+514,702	NEW
80	ALLIANCEBERNSTEIN L.P.	$32.3M	785,562	−22,777	TRIM
81	TD ASSET MANAGEMENT INC	$31.4M	483,490	+205,153	ADD
82	Encompass Capital Advisors LLC	$29.3M	451,396	+451,396	NEW
83	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$29.3M	450,000	0	NO CHANGE
84	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$29.0M	446,190	−612,241	TRIM
85	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$28.9M	444,932	−44,937	TRIM
86	CANADA PENSION PLAN INVESTMENT BOARD	$28.3M	435,282	−173,206	TRIM
87	CIBC WORLD MARKET INC.	$28.0M	430,854	−27,022	TRIM
88	NATIONAL BANK OF CANADA /FI/	$27.9M	429,053	+113,457	ADD
89	Philip James Wealth Mangement, LLC	$27.5M	423,306	+7,813	ADD
90	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$27.1M	416,948	−2,994,715	TRIM
91	STIFEL FINANCIAL CORP	$26.6M	409,335	+62,901	ADD
92	Assenagon Asset Management S.A.	$25.9M	399,157	+297,223	ADD
93	STATE OF WISCONSIN INVESTMENT BOARD	$25.9M	398,455	+15,479	ADD
94	TCTC Holdings, LLC	$24.5M	376,740	−19,900	TRIM
95	VICTORY CAPITAL MANAGEMENT INC	$23.6M	363,796	+5,250	ADD
96	Zurcher Kantonalbank (Zurich Cantonalbank)	$23.6M	362,671	+362,671	NEW
97	Chevy Chase Trust Holdings, LLC	$23.1M	354,712	−10,385	TRIM
98	Quadrature Capital Ltd	$22.8M	350,220	+350,220	NEW
99	PRUDENTIAL FINANCIAL INC	$22.7M	349,152	−6,983	TRIM
100	Vanguard Investments Australia, Ltd.	$22.5M	345,736	—	NO PRIOR
101	Epoch Investment Partners, Inc.	$22.3M	342,831	+342,831	NEW
102	Zurich Insurance Group Ltd/FI	$22.0M	338,624	+338,624	NEW
103	OSAIC HOLDINGS, INC.	$21.0M	323,502	+15,507	ADD
104	CWM, LLC	$21.0M	323,166	+107,477	ADD
105	Creative Planning	$21.0M	323,101	+94,129	ADD
106	D. E. Shaw & Co., Inc.	$20.6M	316,992	+157,663	ADD
107	Chou Associates Management Inc.	$20.3M	313,000	0	NO CHANGE
108	NEW YORK STATE COMMON RETIREMENT FUND	$20.2M	311,200	+11,000	ADD
109	Asset Management One Co., Ltd.	$20.1M	308,981	+8,351	ADD
110	Quantinno Capital Management LP	$19.8M	304,114	+86,345	ADD
111	Mitsubishi UFJ Trust & Banking Corp	$19.7M	303,450	+1,808	ADD
112	DnB Asset Management AS	$19.0M	291,964	+15,684	ADD
113	Wealthfront Advisers LLC	$18.8M	289,174	−7,194	TRIM
114	Aquatic Capital Management LLC	$18.8M	289,134	+289,134	NEW
115	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.7M	288,715	+5,125	ADD
116	Varma Mutual Pension Insurance Co	$18.5M	284,800	0	NO CHANGE
117	Parallax Volatility Advisers, L.P.	$18.1M	321,594	+227,145	ADD
118	ExodusPoint Capital Management, LP	$17.8M	273,653	−134,665	TRIM
119	NOMURA ASSET MANAGEMENT CO LTD	$17.7M	271,824	+13,435	ADD
120	Rafferty Asset Management, LLC	$17.2M	264,770	+13,681	ADD
121	IEQ CAPITAL, LLC	$17.2M	264,461	+243,510	ADD
122	Aventail Capital Group, LP	$16.1M	247,752	+206,932	ADD
123	State of New Jersey Common Pension Fund D	$16.1M	247,232	0	NO CHANGE
124	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$16.0M	246,610	−27,778	TRIM
125	NWF Advisory Services Inc.	$16.0M	245,953	+20,963	ADD
126	Pictet Asset Management Holding SA	$15.9M	244,059	−13,945	TRIM
127	OPPENHEIMER & CO INC	$15.8M	243,252	+21,437	ADD
128	WEDGE CAPITAL MANAGEMENT L L P/NC	$15.8M	243,087	−6,628	TRIM
129	FARMERS & MERCHANTS INVESTMENTS INC	$15.1M	231,611	+3,306	ADD
130	Connor, Clark & Lunn Investment Management Ltd.	$15.0M	231,517	+220,468	ADD
131	Empowered Funds, LLC	$15.0M	230,645	+230,645	NEW
132	Resona Asset Management Co.,Ltd.	$14.7M	224,882	+4,330	ADD
133	Cerity Partners LLC	$14.3M	219,885	+149,150	ADD
134	Daiwa Securities Group Inc.	$14.1M	216,753	+98,644	ADD
135	QSM Asset Management Ltd	$14.0M	208,434	−6,446	TRIM
136	STOREBRAND ASSET MANAGEMENT AS	$13.7M	211,037	—	NO PRIOR
137	TORONTO DOMINION BANK	$13.6M	209,698	−28,424	TRIM
138	COMMONWEALTH EQUITY SERVICES, LLC	$13.6M	208,858	−20,396	TRIM
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$13.3M	205,283	−6,997	TRIM
140	PUBLIC SECTOR PENSION INVESTMENT BOARD	$13.3M	204,685	+21,537	ADD
141	Arizona State Retirement System	$13.2M	202,487	−4,934	TRIM
142	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.1M	201,939	−400	TRIM
143	CIBC Bancorp USA Inc.	$13.0M	200,650	—	NO PRIOR
144	Czech National Bank	$12.7M	195,872	+6,229	ADD
145	Qsemble Capital Management, LP	$12.7M	195,871	+76,489	ADD
146	Sagefield Capital LP	$12.7M	195,196	+195,196	NEW
147	Illinois Municipal Retirement Fund	$12.4M	191,281	−5,946	TRIM
148	KLP KAPITALFORVALTNING AS	$12.2M	186,750	0	NO CHANGE
149	Swiss Life Asset Management Ltd	$12.1M	115,756	+44,881	ADD
150	Ensign Peak Advisors, Inc	$11.9M	183,838	+23,429	ADD
151	Focus Partners Wealth	$11.7M	179,793	+59,931	ADD
152	CIBC Asset Management Inc	$11.7M	179,810	+2,654	ADD
153	Lighthouse Investment Partners, LLC	$11.4M	175,542	−354,458	TRIM
154	Callan Family Office, LLC	$11.2M	172,225	+56,286	ADD
155	swisspartners Advisors Ltd	$11.2M	173,180	+8,680	ADD
156	Cetera Investment Advisers	$11.1M	171,397	−59,835	TRIM
157	Quantbot Technologies LP	$10.9M	168,061	+168,061	NEW
158	MetLife Investment Management, LLC	$10.9M	167,818	−4,361	TRIM
159	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$10.9M	167,533	+242	ADD
160	ADAMS NATURAL RESOURCES FUND, INC.	$10.8M	165,951	−24,700	TRIM
161	LEVEL FOUR ADVISORY SERVICES, LLC	$10.8M	165,579	+48,401	ADD
162	Korea Investment CORP	$10.7M	164,147	+91,024	ADD
163	Corient Private Wealth LLC	$10.6M	164,916	−183,906	TRIM
164	FIL Ltd	$10.4M	160,330	+160,330	NEW
165	APG Asset Management N.V.	$10.3M	182,359	+8,559	ADD
166	Empyrean Capital Partners, LP	$10.1M	155,900	+51,000	ADD
167	LMR Partners LLP	$10.1M	154,882	+154,882	NEW
168	Aldebaran Capital, LLC	$10.0M	154,152	−5,482	TRIM
169	Retirement Systems of Alabama	$9.9M	152,728	−271	TRIM
170	Calamos Advisors LLC	$9.9M	152,556	0	NO CHANGE
171	Elgethun Capital Management	$9.6M	147,616	+1,956	ADD
172	Schonfeld Strategic Advisors LLC	$9.6M	147,514	−63,779	TRIM
173	BNP Paribas Asset Management Holding S.A.	$9.5M	146,566	−14,032	TRIM
174	Trexquant Investment LP	$9.5M	146,111	+146,111	NEW
175	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.5M	157,886	+69,326	ADD
176	Vontobel Holding Ltd.	$9.3M	142,814	+71,926	ADD
177	FIFTH THIRD BANCORP	$9.3M	142,505	+119,049	ADD
178	Woodline Partners LP	$9.2M	141,640	+18,579	ADD
179	VOYA INVESTMENT MANAGEMENT LLC	$9.2M	140,936	−22,783	TRIM
180	Concorde Financial Corp	$9.0M	138,162	+2,420	ADD
181	Mirae Asset Global Investments Co., Ltd.	$9.0M	138,482	+18,097	ADD
182	ProShare Advisors LLC	$8.8M	136,000	−24,948	TRIM
183	BANK OF NOVA SCOTIA	$8.7M	134,030	−174,600	TRIM
184	IFM Investors Pty Ltd	$8.6M	132,562	+25,312	ADD
185	Mraz, Amerine & Associates, Inc.	$8.6M	132,177	+205	ADD
186	TEACHER RETIREMENT SYSTEM OF TEXAS	$8.6M	131,597	−1,213	TRIM
187	CI INVESTMENTS INC.	$8.5M	130,233	−45,682	TRIM
188	Robeco Institutional Asset Management B.V.	$8.4M	128,535	+128,535	NEW
189	Quinn Opportunity Partners LLC	$8.2M	126,410	−34,000	TRIM
190	Eurizon Capital SGR S.p.A.	$8.1M	125,145	+54,837	ADD
191	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$8.1M	125,173	+38,744	ADD
192	MERCER GLOBAL ADVISORS INC /ADV	$8.1M	124,816	+81,433	ADD
193	TD Waterhouse Canada Inc.	$8.0M	128,982	+66,992	ADD
194	Vanguard Personalized Indexing Management, LLC	$8.0M	123,070	−13	TRIM
195	MANNING & NAPIER ADVISORS LLC	$7.9M	119,688	−11,688	TRIM
196	XTX Topco Ltd	$7.7M	117,757	−27,957	TRIM
197	Kestra Advisory Services, LLC	$7.6M	116,233	−2,887	TRIM
198	XPONANCE LLC	$7.5M	115,483	+16,148	ADD
199	FEDERATED HERMES, INC.	$7.5M	115,399	+91,464	ADD
200	Utah Retirement Systems	$7.4M	114,606	−1,904	TRIM
201	PARUS FINANCE (UK) Ltd	$7.3M	144,644	−20,576	TRIM
202	NISA INVESTMENT ADVISORS, LLC	$7.3M	111,411	−1,778	TRIM
203	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.2M	111,356	+1,459	ADD
204	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.2M	110,822	+2,027	ADD
205	Grand Central Investment Group	$7.2M	110,329	+2,455	ADD
206	NEOS Investment Management LLC	$7.1M	109,882	+4,703	ADD
207	Rakuten Investment Management, Inc.	$7.1M	107,721	+12,300	ADD
208	JACOBS LEVY EQUITY MANAGEMENT, INC	$7.1M	109,628	+109,628	NEW
209	PDT Partners, LLC	$7.1M	108,896	+27,700	ADD
210	Brevan Howard Capital Management LP	$7.0M	107,306	−47,723	TRIM
211	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.6M	101,849	−28,919	TRIM
212	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.5M	99,972	+1,293	ADD
213	Bleakley Financial Group, LLC	$6.5M	99,848	+38,456	ADD
214	Poehling Capital Management, INC.	$6.4M	98,845	−417	TRIM
215	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$6.4M	98,064	+29,645	ADD
216	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.2M	93,783	−153,025	TRIM
217	JANE STREET GROUP, LLC	$6.2M	94,905	−1,409,642	TRIM
218	Bell & Brown Wealth Advisors, LLC	$6.0M	92,687	−122	TRIM
219	Linscomb Wealth, Inc.	$6.0M	91,590	+50	ADD
220	READYSTATE ASSET MANAGEMENT LP	$5.9M	90,181	+90,181	NEW
221	ASHTON THOMAS SECURITIES, LLC	$5.8M	89,928	+89,928	NEW
222	MACKENZIE FINANCIAL CORP	$5.8M	89,164	−15,888	TRIM
223	ING GROEP NV	$5.6M	86,407	+86,407	NEW
224	Squarepoint Ops LLC	$5.4M	83,572	+64,405	ADD
225	Jain Global LLC	$5.4M	83,402	+83,402	NEW
226	YOUSIF CAPITAL MANAGEMENT, LLC	$5.4M	83,300	−1,832	TRIM
227	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.4M	82,334	0	NO CHANGE
228	CREDIT AGRICOLE S A	$5.3M	82,115	−61,750	TRIM
229	Prosperitas Financial LLC	$5.3M	81,981	+9,084	ADD
230	Janus Henderson Group Ltd.	$5.3M	81,722	+22,863	ADD
231	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$5.2M	79,649	−10,798	TRIM
232	Greenline Partners, LLC	$5.0M	77,294	−205	TRIM
233	Rockefeller Capital Management L.P.	$5.0M	76,655	+5,935	ADD
234	NOMURA HOLDINGS INC	$5.0M	76,525	+34,186	ADD
235	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.0M	76,483	−728	TRIM
236	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.0M	74,931	−70,531	TRIM
237	Pathstone Holdings, LLC	$5.0M	76,192	+416	ADD
238	Lido Advisors, LLC	$4.9M	74,863	+55,760	ADD
239	AGF MANAGEMENT LTD	$4.8M	74,007	+1,953	ADD
240	INTECH INVESTMENT MANAGEMENT LLC	$4.7M	72,841	+34,894	ADD
241	INDEPENDENT FINANCIAL GROUP, LLC	$4.7M	72,306	—	NO PRIOR
242	Inspire Investing, LLC	$4.6M	70,275	+70,175	ADD
243	UniSuper Management Pty Ltd	$4.6M	70,025	−7,969	TRIM
244	AE Wealth Management LLC	$4.5M	69,263	+56,742	ADD
245	Southeast Asset Advisors, LLC	$4.5M	68,740	+2	ADD
246	BOCHK Asset Management Ltd	$4.4M	67,000	+67,000	NEW
247	Federation des caisses Desjardins du Quebec	$4.3M	65,955	+8,512	ADD
248	Sanctuary Advisors, LLC	$4.2M	64,614	+11,332	ADD
249	Atria Investments, Inc	$4.1M	63,636	+8,421	ADD
250	Lincoln Capital LLC	$4.1M	63,423	−61,397	TRIM
251	GUGGENHEIM CAPITAL LLC	$3.8M	58,055	+19,599	ADD
252	Advisors Asset Management, Inc.	$3.7M	57,343	−3,279	TRIM
253	Moran Wealth Management, LLC	$3.7M	57,093	+17,786	ADD
254	NewEdge Advisors, LLC	$3.7M	56,645	+695	ADD
255	MIRAE ASSET SECURITIES (USA) INC.	$3.6M	55,917	−44,330	TRIM
256	DDD Partners, LLC	$3.6M	54,997	−16,559	TRIM
257	Volterra Technologies LP	$3.5M	54,045	+33,259	ADD
258	Private Advisor Group, LLC	$3.5M	53,887	−1,726	TRIM
259	MACQUARIE GROUP LTD	$3.5M	53,496	−6,148	TRIM
260	Investment Management Corp of Ontario	$3.4M	52,891	+2,900	ADD
261	CoreCommodity Management, LLC	$3.4M	52,672	+28,246	ADD
262	CASTLEARK MANAGEMENT LLC	$3.4M	52,585	+29,480	ADD
263	USS Investment Management Ltd	$3.4M	52,233	+7,829	ADD
264	GLENMEDE TRUST CO NA	$3.4M	51,813	+39,708	ADD
265	Candriam S.C.A.	$3.4M	51,553	+15,588	ADD
266	CHOREO, LLC	$3.3M	51,211	+2,213	ADD
267	US BANCORP \DE\	$3.3M	51,397	−44,229	TRIM
268	Morningstar Investment Management LLC	$3.3M	50,926	+2,999	ADD
269	Encore Global Management, LP	$3.3M	50,300	—	NO PRIOR
270	PLUSTICK MANAGEMENT LLC	$3.3M	50,000	+50,000	NEW
271	Steward Partners Investment Advisory, LLC	$3.2M	49,031	+1,827	ADD
272	AXQ CAPITAL, LP	$3.2M	48,650	+48,650	NEW
273	Quadrant Private Wealth Management, LLC	$3.1M	47,992	+1	ADD
274	Chemistry Wealth Management LLC	$3.0M	46,728	+7,227	ADD
275	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$3.0M	45,904	+14,955	ADD
276	TRUIST FINANCIAL CORP	$3.0M	46,314	+756	ADD
277	Caitong International Asset Management Co., Ltd	$3.0M	45,899	+45,899	NEW
278	Harvest Portfolios Group Inc.	$2.9M	44,185	+785	ADD
279	MIZUHO SECURITIES USA LLC	$2.8M	43,479	−8,889	TRIM
280	Kennondale Capital Management LLC	$2.8M	43,090	0	NO CHANGE
281	AIGEN INVESTMENT MANAGEMENT, LP	$2.8M	42,971	+42,971	NEW
282	one8zero8, LLC	$2.8M	42,759	+100	ADD
283	Dana Investment Advisors, Inc.	$2.8M	42,350	−850	TRIM
284	Intrinsic Value Partners, LLC	$2.8M	42,334	−700	TRIM
285	HARTFORD INVESTMENT MANAGEMENT CO	$2.7M	40,921	−694	TRIM
286	Delta Global Management LP	$2.7M	40,816	−18,414	TRIM
287	NORDEN GROUP LLC	$2.6M	39,747	+11,218	ADD
288	Allworth Financial LP	$2.6M	39,283	+10,589	ADD
289	Sequoia Financial Advisors, LLC	$2.5M	39,095	+13,882	ADD
290	CUMBERLAND ADVISORS INC	$2.5M	39,000	0	NO CHANGE
291	Sivia Capital Partners, LLC	$2.5M	38,126	+38,126	NEW
292	DANSKE BANK A/S	$2.5M	37,880	+1,900	ADD
293	Metis Global Partners, LLC	$2.4M	37,505	−2,324	TRIM
294	AMG National Trust Bank	$2.4M	37,295	+1,747	ADD
295	SCHWARTZ INVESTMENT COUNSEL INC	$2.4M	36,250	−70,000	TRIM
296	Vident Advisory, LLC	$2.3M	36,130	+9,312	ADD
297	Merit Financial Group, LLC	$2.3M	35,717	+21,514	ADD
298	MGO ONE SEVEN LLC	$2.3M	35,402	+7,380	ADD
299	HB Wealth Management, LLC	$2.3M	35,285	+12,426	ADD
300	Maryland State Retirement & Pension System	$2.3M	35,166	0	NO CHANGE
301	Twin Tree Management, LP	$2.3M	34,977	−26,749	TRIM
302	WITTENBERG INVESTMENT MANAGEMENT, INC.	$2.3M	34,700	0	NO CHANGE
303	Private Wealth Partners, LLC	$2.2M	34,270	−5,215	TRIM
304	PROFUND ADVISORS LLC	$2.2M	34,018	+8,878	ADD
305	PRELUDE CAPITAL MANAGEMENT, LLC	$2.2M	33,800	+28,000	ADD
306	CWA Asset Management Group, LLC	$2.2M	33,734	−3,636	TRIM
307	Portside Wealth Group, LLC	$2.2M	33,276	+1,631	ADD
308	Waverly Advisors, LLC	$2.2M	33,169	+8,307	ADD
309	GREAT VALLEY ADVISOR GROUP, INC.	$2.2M	33,156	−11,344	TRIM
310	Inscription Capital, LLC	$2.1M	33,068	+767	ADD
311	DV Trading LLC	$2.1M	32,629	+2,529	ADD
312	MML INVESTORS SERVICES, LLC	$2.1M	32,598	−2,167	TRIM
313	SANDERS MORRIS HARRIS LLC	$2.1M	32,570	+32,570	NEW
314	Slocum, Gordon & Co LLP	$2.1M	32,338	−1,050	TRIM
315	Norinchukin Bank, The	$2.1M	32,304	+405	ADD
316	M&T BANK CORP	$2.1M	32,218	−159	TRIM
317	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.1M	31,898	−2,272	TRIM
318	OMERS ADMINISTRATION Corp	$2.1M	31,609	+8,006	ADD
319	ArrowMark Colorado Holdings LLC	$2.0M	31,535	−16,045	TRIM
320	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$2.0M	31,500	−2,000	TRIM
321	IHT Wealth Management, LLC	$2.0M	31,421	−4,824	TRIM
322	MCDONALD PARTNERS LLC	$2.0M	30,225	+30,225	NEW
323	Oak Thistle LLC	$1.9M	29,815	+3,343	ADD
324	SBI Securities Co., Ltd.	$1.9M	29,607	+2,001	ADD
325	Allspring Global Investments Holdings, LLC	$1.9M	30,913	+620	ADD
326	NATIXIS	$1.9M	29,571	−288,263	TRIM
327	MUFG Securities EMEA plc	$1.9M	29,495	−296,000	TRIM
328	Gradient Investments LLC	$1.9M	29,179	−931	TRIM
329	Centiva Capital, LP	$1.9M	29,062	+29,062	NEW
330	RBF Capital, LLC	$1.9M	29,000	−51,000	TRIM
331	Summit Financial, LLC	$1.9M	28,697	+4,014	ADD
332	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	28,241	+631	ADD
333	Koshinski Asset Management, Inc.	$1.8M	28,017	−10,025	TRIM
334	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.8M	27,942	+27,942	NEW
335	Savant Capital, LLC	$1.8M	27,800	−793	TRIM
336	Aptus Capital Advisors, LLC	$1.8M	27,683	−2,618	TRIM
337	Saudi Central Bank	$1.8M	27,274	+27,274	NEW
338	Modern Wealth Management, LLC	$1.8M	28,374	+651	ADD
339	Diversified Trust Co	$1.8M	27,047	+27,047	NEW
340	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$1.7M	26,800	+1,600	ADD
341	BOOTHBAY FUND MANAGEMENT, LLC	$1.7M	26,563	+20,398	ADD
342	PKO Investment Management Joint-Stock Co	$1.7M	26,550	+8,200	ADD
343	Mediolanum International Funds Ltd	$1.7M	25,905	+1,009	ADD
344	Beacon Pointe Advisors, LLC	$1.7M	25,950	+2,958	ADD
345	SIGNATUREFD, LLC	$1.7M	25,870	+142	ADD
346	Summit Trail Advisors, LLC	$1.7M	25,526	−11,157	TRIM
347	Orion Porfolio Solutions, LLC	$1.6M	25,200	−2,692	TRIM
348	Banco Santander, S.A.	$1.6M	25,043	−4,926	TRIM
349	BTG Pactual Asset Management US LLC	$1.6M	24,931	+17,926	ADD
350	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.6M	26,531	+13,826	ADD
351	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.6M	24,687	−255,950	TRIM
352	Apollon Wealth Management, LLC	$1.6M	24,491	+4,433	ADD
353	Palumbo Wealth Management LLC	$1.6M	24,125	−1,520	TRIM
354	Empirical Finance, LLC	$1.6M	24,116	−24	TRIM
355	Crossmark Global Holdings, Inc.	$1.6M	24,074	—	NO PRIOR
356	Independent Advisor Alliance	$1.6M	24,001	−2,091	TRIM
357	Sassicaia Capital Advisers LLC	$1.6M	24,000	+24,000	NEW
358	MAI Capital Management	$1.5M	23,835	+7,785	ADD
359	New Age Alpha Advisors, LLC	$1.5M	23,799	+23,799	NEW
360	Sterling Capital Management LLC	$1.5M	23,743	−18,070	TRIM
361	Canada Post Corp Registered Pension Plan	$1.5M	23,575	+5,450	ADD
362	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.5M	23,014	+35	ADD
363	U.S. Capital Wealth Advisors, LLC	$1.5M	22,984	−7,656	TRIM
364	QRG CAPITAL MANAGEMENT, INC.	$1.5M	22,812	+2,214	ADD
365	EP Wealth Advisors, LLC	$1.5M	22,810	−448	TRIM
366	WIN ADVISORS, INC	$1.5M	22,576	+22,576	NEW
367	Pekin Hardy Strauss, Inc.	$1.4M	22,169	−7,417	TRIM
368	Ascent Group, LLC	$1.4M	21,947	−10,512	TRIM
369	Skylands Capital, LLC	$1.4M	21,800	−9,110	TRIM
370	Focus Partners Advisor Solutions, LLC	$1.4M	21,591	+21,591	NEW
371	Parrish Capital LLC	$1.4M	21,519	—	NO PRIOR
372	Central Pacific Bank - Trust Division	$1.4M	21,412	−700	TRIM
373	Intellectus Partners, LLC	$1.4M	21,041	+2,995	ADD
374	Amova Asset Management Americas, Inc.	$1.4M	21,093	+3,630	ADD
375	Hardin Capital Partners, LLC	$1.4M	20,778	−2,346	TRIM
376	Prospera Financial Services Inc	$1.3M	20,600	−72,069	TRIM
377	Magnetar Financial LLC	$1.3M	20,049	+20,049	NEW
378	North Dakota State Investment Board	$1.3M	20,384	−3,791	TRIM
379	Praxis Capital Management LLC	$1.3M	20,337	+112	ADD
380	Moors & Cabot, Inc.	$1.3M	20,299	−3,613	TRIM
381	PINNACLE ASSOCIATES LTD	$1.3M	20,251	−1,485	TRIM
382	Portfolio Design Labs, LLC	$1.3M	20,173	−13,840	TRIM
383	MUFG SECURITIES AMERICAS INC.	$1.3M	19,901	+525	ADD
384	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.3M	19,867	+19,867	NEW
385	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$1.3M	19,800	−1,700	TRIM
386	DRW Securities, LLC	$1.3M	19,757	+19,757	NEW
387	Institute for Wealth Management, LLC.	$1.3M	19,511	−101	TRIM
388	SECURIAN ASSET MANAGEMENT, INC	$1.3M	19,456	−100	TRIM
389	Net Worth Advisory Group	$1.3M	19,318	−327	TRIM
390	VICTORY FINANCIAL GROUP, LLC	$1.3M	19,239	−3,819	TRIM
391	QUADRANT CAPITAL GROUP LLC	$1.2M	19,155	+266	ADD
392	Baader Bank Aktiengesellschaft	$1.2M	20,745	+3,763	ADD
393	COMMERCE BANK	$1.2M	18,773	+100	ADD
394	Athena Wealth Management, LLC	$1.2M	18,547	—	NO PRIOR
395	&PARTNERS	$1.2M	18,532	+6,024	ADD
396	CARRET ASSET MANAGEMENT, LLC	$1.2M	18,543	+993	ADD
397	TT Capital Management LLC	$1.2M	18,390	+1,425	ADD
398	PURSUE WEALTH PARTNERS LLC	$1.2M	18,345	+18,345	NEW
399	Rakuten Securities, Inc.	$1.2M	18,278	+10,931	ADD
400	Camarda Financial Advisors, LLC	$1.2M	18,268	+18,268	NEW
401	Cresset Asset Management, LLC	$1.2M	18,112	+1,040	ADD
402	Equitable Holdings, Inc.	$1.2M	22,096	+7,365	ADD
403	Holowesko Partners Ltd.	$1.2M	18,000	0	NO CHANGE
404	iSAM Funds (UK) Ltd	$1.2M	17,992	+17,992	NEW
405	Laird Norton Wetherby Trust Company, LLC	$1.2M	17,888	+1,374	ADD
406	Dai-ichi Life Insurance Company, Ltd	$1.1M	17,664	0	NO CHANGE
407	SummitTX Capital, L.P.	$1.1M	17,509	+9,021	ADD
408	Hilltop National Bank	$1.1M	17,249	+668	ADD
409	Ethic Inc.	$1.1M	17,247	−1,068	TRIM
410	BRADLEY FOSTER & SARGENT INC/CT	$1.1M	17,111	−1,590	TRIM
411	Pacifica Partners Inc.	$1.1M	17,082	−514	TRIM
412	D.A. DAVIDSON & CO.	$1.1M	17,006	+358	ADD
413	Chicago Partners Investment Group LLC	$1.1M	19,137	+13,564	ADD
414	6th Street Advisors, LLC	$1.1M	16,685	—	NO PRIOR
415	IRON Financial LLC	$1.1M	16,715	−1,757	TRIM
416	ONE PLUS ONE WEALTH MANAGEMENT, LLC	$1.0M	16,106	−935	TRIM
417	Headlands Technologies LLC	$1.0M	15,975	+15,975	NEW
418	AlphaCore Capital LLC	$1.0M	15,857	+6,965	ADD
419	CHICAGO TRUST Co NA	$1.0M	15,843	0	NO CHANGE
420	EASTERLY INVESTMENT PARTNERS LLC	$1.0M	15,800	0	NO CHANGE
421	Generali Investments CEE, investicni spolecnost, a.s.	$1.0M	15,600	0	NO CHANGE
422	COLDSTREAM CAPITAL MANAGEMENT INC	$999K	15,371	+196	ADD
423	McHugh Group, LLC	$990K	15,233	0	NO CHANGE
424	Wedmont Private Capital	$974K	16,304	+550	ADD
425	Lombard Odier Asset Management (USA) Corp	$971K	14,933	+14,933	NEW
426	NWAM LLC	$970K	14,927	+8,606	ADD
427	TOWNSQUARE CAPITAL LLC	$951K	14,627	+1,431	ADD
428	FIRST MANHATTAN CO. LLC.	$948K	14,531	+4,638	ADD
429	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$943K	14,505	—	NO PRIOR
430	Avior Wealth Management, LLC	$931K	14,061	−5,156	TRIM
431	Belpointe Asset Management LLC	$927K	14,267	+3,738	ADD
432	Lombard Odier Asset Management (Switzerland) SA	$923K	14,200	+2,200	ADD
433	ALTA CAPITAL MANAGEMENT LLC/	$921K	14,168	+71	ADD
434	WESTWOOD HOLDINGS GROUP INC	$913K	14,045	−4,016	TRIM
435	Concurrent Investment Advisors, LLC	$909K	13,980	+2,599	ADD
436	WINTON GROUP Ltd	$908K	13,967	+13,967	NEW
437	PFG Investments, LLC	$895K	13,765	−3,662	TRIM
438	Addison Capital Co	$891K	13,715	+1,449	ADD
439	J. Safra Sarasin Holding AG	$885K	13,616	−138,430	TRIM
440	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$881K	13,553	−381	TRIM
441	Mutual Advisors, LLC	$872K	13,419	+38	ADD
442	Fisher Asset Management, LLC	$862K	13,264	+635	ADD
443	MERIDIAN INVESTMENT COUNSEL INC.	$859K	13,220	−1,100	TRIM
444	Modera Wealth Management, LLC	$858K	13,203	−2,469	TRIM
445	Womack Financial LLC	$847K	13,027	+575	ADD
446	TEMA ETFS LLC	$842K	12,951	+63	ADD
447	Stamos Capital Partners, L.P.	$841K	12,942	−27,282	TRIM
448	STEPHENS INC /AR/	$840K	12,922	+401	ADD
449	Badgley Phelps Wealth Managers, LLC	$838K	12,843	−220	TRIM
450	CIDEL ASSET MANAGEMENT INC	$824K	12,671	+2,340	ADD
451	Uniting Wealth Partners, LLC	$822K	12,600	+145	ADD
452	Leonteq Securities AG	$821K	12,626	−57,098	TRIM
453	Cove Private Wealth, LLC	$820K	12,616	+285	ADD
454	Frec Markets, Inc.	$816K	12,553	+4,692	ADD
455	SAGESPRING WEALTH PARTNERS, LLC	$811K	12,481	+2,084	ADD
456	OneDigital Investment Advisors LLC	$808K	12,423	−4,177	TRIM
457	CAXTON ASSOCIATES LLP	$804K	12,363	+12,363	NEW
458	Spartan Wealth Advisory Services LLC	$781K	12,015	—	NO PRIOR
459	CHAPIN DAVIS, INC.	$769K	11,824	+762	ADD
460	WRIGHT INVESTORS SERVICE INC	$767K	11,802	−356	TRIM
461	PCM Encore, LLC	$764K	11,758	+2,683	ADD
462	BROWN ADVISORY INC	$764K	11,757	+3	ADD
463	RFG HOLDINGS, INC.	$760K	11,692	−35,157	TRIM
464	CIM INVESTMENT MANAGEMENT INC	$750K	11,536	−50	TRIM
465	MEYER HANDELMAN CO	$744K	11,450	−1,800	TRIM
466	Northstar Group, Inc.	$739K	11,375	−1,557	TRIM
467	Kearns & Associates LLC	$739K	11,368	−150	TRIM
468	MATHER GROUP, LLC.	$736K	11,321	+71	ADD
469	EIGHT 31 FINANCIAL, LLC	$733K	11,283	+5	ADD
470	Frank, Rimerman Advisors LLC	$728K	11,202	+14	ADD
471	LEAVELL INVESTMENT MANAGEMENT, INC.	$724K	11,089	−200	TRIM
472	Everhart Financial Group, Inc.	$721K	11,089	+3,001	ADD
473	CITIZENS FINANCIAL GROUP INC/RI	$718K	11,041	+11,041	NEW
474	GREENLEAF TRUST	$714K	10,977	+214	ADD
475	Clearstead Advisors, LLC	$712K	10,958	+3,948	ADD
476	Krilogy Financial LLC	$711K	12,503	+6,119	ADD
477	SPROTT INC.	$708K	10,885	+1,820	ADD
478	DAVENPORT & Co LLC	$707K	10,882	−1,123	TRIM
479	Next Level Wealth Planning, LLC	$703K	10,812	0	NO CHANGE
480	Bull Harbor Capital LLC	$702K	10,797	—	NO PRIOR
481	Voleon Capital Management LP	$697K	10,719	−6,906	TRIM
482	Gibbs Wealth Management	$696K	10,712	+3,540	ADD
483	Maven Securities LTD	$692K	10,643	+10,643	NEW
484	LAZARI CAPITAL MANAGEMENT, INC.	$687K	10,565	0	NO CHANGE
485	SIG BROKERAGE, LP	$684K	10,520	−22,707	TRIM
486	Variant Private Wealth, LLC	$679K	10,444	+54	ADD
487	World Investment Advisors	$678K	10,424	+2,423	ADD
488	DAYMARK WEALTH PARTNERS, LLC	$676K	10,393	+10,393	NEW
489	Ausdal Financial Partners, Inc.	$675K	10,387	−4,503	TRIM
490	Balboa Wealth Partners	$675K	10,381	+5	ADD
491	SALEM INVESTMENT COUNSELORS INC	$674K	10,325	−285	TRIM
492	Pinnacle Financial Partners, Inc.	$673K	10,354	+2,037	ADD
493	Tower Research Capital LLC (TRC)	$671K	10,317	−15,382	TRIM
494	HUB Investment Partners, LLC	$666K	10,253	−718	TRIM
495	Venture Visionary Partners LLC	$663K	10,205	+696	ADD
496	KEYBANK NATIONAL ASSOCIATION/OH	$660K	10,151	−327	TRIM
497	Savvy Advisors, Inc.	$659K	10,140	+10,140	NEW
498	WADDELL & ASSOCIATES, LLC	$652K	10,027	+10,027	NEW
499	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$650K	10,000	0	NO CHANGE
500	Ark Wealth Advisors LLC	$642K	9,882	+1,745	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · OXY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $804K held
Trimming: 3 Gotham Asset Management, Fairfax Financial, Moore Capital Management $59.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · OCCIDENTAL PETE CORP

Merged timeline of congressional filings and notable-manager moves on OXY
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−211,088 sh
2026-05-15	Fairfax Financial 13F	EXIT	−6,050,418 sh
2026-05-15	Moore Capital Management 13F	EXIT	−150,000 sh
2026-05-14	Caxton Associates 13F	NEW	+12,363 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

24 members of Congress disclosed OXY — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).