OXY-WS Institutional Ownership & Shareholders
OCCIDENTAL PETROLEUM-CW27 (OXY-WS) is currently held by 244 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Philip James Wealth Mangement, Llc is currently the largest disclosed institutional shareholder of OXY-WS tracked by InsiderSet, reporting ownership valued at approximately $32.47M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.00M, representing an estimated gain of +26.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed OXY-WS value among the investors covered in this analysis. Major shareholders include Philip James Wealth Mangement, Llc, Adams Asset Advisors, Llc, Onyxpoint Global Management Lp, and several other long-term asset managers with concentrated positions in OCCIDENTAL PETROLEUM-CW27 (OXY-WS).
This page ranks the largest institutional OXY-WS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
244
Total Reported Value
$77.14M
Largest Holder
Philip James Wealth Mangement, Llc
Largest Position
$32.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
145
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Philip James Wealth Mangement, Llc | 3.59% | 976,879 | $32,470,907 | $40,999,612 | +$8,528,705 | +26.27% | |
| Adams Asset Advisors, Llc | 0.52% | 154,425 | $5,134,631 | $6,481,217 | +$1,346,586 | +26.23% | |
| Onyxpoint Global Management Lp | 4.57% | 161,104 | $4,290,200 | $6,761,535 | +$2,471,335 | +57.60% | |
| Skaana Management L.P. | 1.09% | 153,032 | $4,075,242 | $6,422,753 | +$2,347,511 | +57.60% | |
| Goodhaven Capital Management, Llc | 1.28% | 151,697 | $4,039,691 | $6,366,723 | +$2,327,032 | +57.60% | |
| National Pension Service | 0.00% | 150,159 | $3,998,734 | $6,302,173 | +$2,303,439 | +57.60% | |
| Mariner, Llc | 0.00% | 147,669 | $3,932,425 | $6,197,668 | +$2,265,243 | +57.60% | |
| Bank Of America Corp | 0.00% | 109,890 | $2,926,362 | $4,612,083 | +$1,685,721 | +57.60% | |
| Morgan Stanley | 0.00% | 93,694 | $2,495,121 | $3,932,337 | +$1,437,216 | +57.60% | |
| Sg Americas Securities, Llc | 0.00% | 56,450 | $1,503,000 | $2,369,207 | +$866,207 | +57.63% | |
| Mutual Advisors, Llc | 0.03% | 51,121 | $1,361,348 | $2,145,548 | +$784,200 | +57.60% | |
| Goldman Sachs Group Inc | 0.00% | 46,905 | $1,249,080 | $1,968,603 | +$719,523 | +57.60% | |
| D. E. Shaw & Co., Inc. | 0.00% | 39,904 | $1,062,644 | $1,674,771 | +$612,127 | +57.60% | |
| Jpmorgan Chase & Co | 0.00% | 28,756 | $784,463 | $1,206,889 | +$422,426 | +53.85% | |
| Lpl Financial Llc | 0.00% | 21,848 | $581,806 | $916,961 | +$335,155 | +57.61% | |
| Raymond James Financial Inc | 0.00% | 20,537 | $546,901 | $861,938 | +$315,037 | +57.60% | |
| Hrt Financial Lp | 0.00% | 19,073 | $507,000 | $800,494 | +$293,494 | +57.89% | |
| Ubs Group Ag | 0.00% | 16,687 | $444,374 | $700,353 | +$255,979 | +57.60% | |
| Envestnet Asset Management Inc | 0.00% | 15,726 | $418,779 | $660,020 | +$241,241 | +57.61% | |
| Warberg Asset Management Llc | 0.12% | 15,292 | $407,137 | $641,805 | +$234,668 | +57.64% | |
| Hsbc Holdings Plc | 0.00% | 13,178 | $361,473 | $553,081 | +$191,608 | +53.01% | |
| Sanctuary Advisors, Llc | 0.00% | 12,033 | $320,439 | $505,025 | +$184,586 | +57.60% | |
| Wells Fargo & Company/Mn | 0.00% | 11,669 | $310,748 | $489,748 | +$179,000 | +57.60% | |
| Iht Wealth Management, Llc | 0.01% | 11,663 | $310,575 | $489,496 | +$178,921 | +57.61% | |
| Ameriprise Financial Inc | 0.00% | 11,464 | $305,293 | $481,144 | +$175,851 | +57.60% | |
| Virtu Financial Llc | 0.01% | 10,432 | $278,000 | $437,831 | +$159,831 | +57.49% | |
| Elgethun Capital Management | 0.04% | 10,400 | $276,952 | $436,488 | +$159,536 | +57.60% | |
| Gabelli Funds Llc | 0.00% | 10,004 | $266,407 | $419,868 | +$153,461 | +57.60% | |
| Royal Bank Of Canada | 0.00% | 10,019 | $266,000 | $420,497 | +$154,497 | +58.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,283 | $247,190 | $389,608 | +$142,418 | +57.61% | |
| Cetera Investment Advisers | 0.00% | 8,161 | $217,338 | $342,517 | +$125,179 | +57.60% | |
| Perigon Wealth Management, Llc | 0.00% | 6,351 | $211,171 | $266,551 | +$55,380 | +26.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 5,433 | $208,030 | $228,023 | +$19,993 | +9.61% | |
| Toronto Dominion Bank | 0.00% | 5,013 | $179,000 | $210,396 | +$31,396 | +17.54% | |
| Osaic Holdings, Inc. | 0.00% | 6,618 | $176,175 | $277,757 | +$101,582 | +57.66% | |
| Td Capital Management Llc | 0.01% | 6,303 | $167,849 | $264,537 | +$96,688 | +57.60% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,864 | $129,523 | $204,142 | +$74,619 | +57.61% | |
| Cwm, Llc | 0.00% | 2,540 | $108,966 | $106,604 | -$2,362 | -2.17% | |
| Farther Finance Advisors, Llc | 0.00% | 2,695 | $89,617 | $113,109 | +$23,492 | +26.21% | |
| Allworth Financial Lp | 0.00% | 3,245 | $86,415 | $136,193 | +$49,778 | +57.60% | |
| Arax Advisory Partners | 0.00% | 2,048 | $54,539 | $85,955 | +$31,416 | +57.60% | |
| Lri Investments, Llc | 0.00% | 2,000 | $53,260 | $83,940 | +$30,680 | +57.60% | |
| Us Bancorp \De\ | 0.00% | 1,900 | $50,598 | $79,743 | +$29,145 | +57.60% | |
| Next Level Wealth Planning, Llc | 0.02% | 1,315 | $43,724 | $55,191 | +$11,467 | +26.22% | |
| Sawyer & Company, Inc | 0.01% | 1,289 | $42,859 | $54,099 | +$11,240 | +26.23% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,423 | $37,894 | $59,723 | +$21,829 | +57.61% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.00% | 905 | $30,091 | $37,983 | +$7,892 | +26.23% | |
| Turtle Creek Wealth Advisors, Llc | 0.00% | 875 | $29,094 | $36,724 | +$7,630 | +26.22% | |
| Fifth Third Bancorp | 0.00% | 966 | $25,724 | $40,543 | +$14,819 | +57.61% | |
| Aptus Capital Advisors, Llc | 0.00% | 958 | $25,512 | $40,207 | +$14,695 | +57.60% |
Frequently asked questions about OXY-WS
Who are the largest institutional holders of OXY-WS?
The largest institutional holders of OXY-WS reported in the latest SEC Form 13F filings include Philip James Wealth Mangement, Llc, Adams Asset Advisors, Llc, Onyxpoint Global Management Lp, Skaana Management L.P., and Goodhaven Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported OXY-WS position.
What is OXY-WS institutional ownership?
This page tracks OXY-WS positions reported by institutional investment managers through SEC Form 13F. OCCIDENTAL PETROLEUM-CW27 (OXY-WS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OXY-WS?
InsiderSet currently tracks 244 institutional managers reporting OXY-WS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OXY-WS shareholders.
How much OXY-WS stock do institutions own?
Institutional investment managers disclosed approximately $77.14M in OXY-WS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OXY-WS institutional ownership last updated?
The latest OXY-WS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OXY-WS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OXY-WS position after the reporting date.
Are institutions buying or selling OXY-WS?
Institutional buying and selling can be analyzed by comparing OXY-WS positions across consecutive 13F reporting periods. InsiderSet's OXY-WS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OXY-WS ownership changes.
How has OXY-WS institutional ownership changed over time?
InsiderSet tracks OXY-WS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.