OCCIDENTAL PETROLEUM-CW27 (OXY-WS) Institutional Shareholders
OCCIDENTAL PETROLEUM-CW27 (OXY-WS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $81.13M in OXY-WS holdings during the latest filing period.
Philip James Wealth Mangement, Llc is currently the largest disclosed institutional shareholder of OXY-WS tracked by InsiderSet, reporting ownership valued at approximately $27.28M in its June 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 $38.28M, representing an estimated gain of +40.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
246
Total Reported Value
$81.13M
Largest Holder
Philip James Wealth Mangement, Llc
Largest Position
$27.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
165
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 | 3.07% | 1,023,537 | $27,278,246 | $38,280,284 | +$11,002,038 | +40.33% | |
| Adams Asset Advisors, Llc | 1.41% | 468,312 | $12,471,149 | $17,514,869 | +$5,043,720 | +40.44% | |
| Onyxpoint Global Management Lp | 4.57% | 161,104 | $4,290,200 | $6,025,290 | +$1,735,090 | +40.44% | |
| Skaana Management L.P. | 1.09% | 153,032 | $4,075,242 | $5,723,397 | +$1,648,155 | +40.44% | |
| Goodhaven Capital Management, Llc | 1.28% | 151,697 | $4,039,691 | $5,673,468 | +$1,633,777 | +40.44% | |
| National Pension Service | 0.00% | 150,159 | $3,998,734 | $5,615,947 | +$1,617,213 | +40.44% | |
| Mariner, Llc | 0.00% | 147,669 | $3,932,425 | $5,522,821 | +$1,590,396 | +40.44% | |
| Bank Of America Corp | 0.00% | 109,890 | $2,926,362 | $4,109,886 | +$1,183,524 | +40.44% | |
| Morgan Stanley | 0.00% | 93,694 | $2,495,121 | $3,504,156 | +$1,009,035 | +40.44% | |
| Smead Capital Management, Inc. | 0.04% | 65,345 | $1,740,137 | $2,443,903 | +$703,766 | +40.44% | |
| Sg Americas Securities, Llc | 0.00% | 56,450 | $1,503,000 | $2,111,230 | +$608,230 | +40.47% | |
| Mutual Advisors, Llc | 0.03% | 51,121 | $1,361,348 | $1,911,925 | +$550,577 | +40.44% | |
| Goldman Sachs Group Inc | 0.00% | 46,905 | $1,249,080 | $1,754,247 | +$505,167 | +40.44% | |
| D. E. Shaw & Co., Inc. | 0.00% | 39,904 | $1,062,644 | $1,492,410 | +$429,766 | +40.44% | |
| Jpmorgan Chase & Co | 0.00% | 28,756 | $784,463 | $1,075,474 | +$291,011 | +37.10% | |
| Lpl Financial Llc | 0.00% | 21,848 | $581,806 | $817,115 | +$235,309 | +40.44% | |
| Raymond James Financial Inc | 0.00% | 20,537 | $546,901 | $768,084 | +$221,183 | +40.44% | |
| Hrt Financial Lp | 0.00% | 19,073 | $507,000 | $713,330 | +$206,330 | +40.70% | |
| Ubs Group Ag | 0.00% | 16,687 | $444,374 | $624,094 | +$179,720 | +40.44% | |
| Envestnet Asset Management Inc | 0.00% | 15,726 | $418,779 | $588,152 | +$169,373 | +40.44% | |
| Warberg Asset Management Llc | 0.12% | 15,292 | $407,137 | $571,921 | +$164,784 | +40.47% | |
| Hsbc Holdings Plc | 0.00% | 13,178 | $361,473 | $492,857 | +$131,384 | +36.35% | |
| Sanctuary Advisors, Llc | 0.00% | 12,033 | $320,439 | $450,034 | +$129,595 | +40.44% | |
| Wells Fargo & Company/Mn | 0.00% | 11,669 | $310,748 | $436,421 | +$125,673 | +40.44% | |
| Iht Wealth Management, Llc | 0.01% | 11,663 | $310,575 | $436,196 | +$125,621 | +40.45% | |
| Ameriprise Financial Inc | 0.00% | 11,464 | $305,293 | $428,754 | +$123,461 | +40.44% | |
| Virtu Financial Llc | 0.01% | 10,432 | $278,000 | $390,157 | +$112,157 | +40.34% | |
| Elgethun Capital Management | 0.04% | 10,400 | $276,952 | $388,960 | +$112,008 | +40.44% | |
| Gabelli Funds Llc | 0.00% | 10,004 | $266,407 | $374,150 | +$107,743 | +40.44% | |
| Royal Bank Of Canada | 0.00% | 10,019 | $266,000 | $374,711 | +$108,711 | +40.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,283 | $247,190 | $347,184 | +$99,994 | +40.45% | |
| Cetera Investment Advisers | 0.00% | 8,161 | $217,338 | $305,221 | +$87,883 | +40.44% | |
| Toronto Dominion Bank | 0.00% | 5,013 | $179,000 | $187,486 | +$8,486 | +4.74% | |
| Osaic Holdings, Inc. | 0.00% | 6,618 | $176,175 | $247,513 | +$71,338 | +40.49% | |
| Td Capital Management Llc | 0.01% | 6,303 | $167,849 | $235,732 | +$67,883 | +40.44% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,864 | $129,523 | $181,914 | +$52,391 | +40.45% | |
| Cwm, Llc | 0.00% | 2,540 | $108,966 | $94,996 | -$13,970 | -12.82% | |
| Allworth Financial Lp | 0.00% | 3,245 | $86,415 | $121,363 | +$34,948 | +40.44% | |
| Farther Finance Advisors, Llc | 0.00% | 2,489 | $66,282 | $93,089 | +$26,807 | +40.44% | |
| Arax Advisory Partners | 0.00% | 2,048 | $54,539 | $76,595 | +$22,056 | +40.44% | |
| Lri Investments, Llc | 0.00% | 2,000 | $53,260 | $74,800 | +$21,540 | +40.44% | |
| Us Bancorp \De\ | 0.00% | 1,900 | $50,598 | $71,060 | +$20,462 | +40.44% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,423 | $37,894 | $53,220 | +$15,326 | +40.44% | |
| Sawyer & Company, Inc | 0.01% | 1,324 | $35,258 | $49,518 | +$14,260 | +40.44% | |
| Fifth Third Bancorp | 0.00% | 966 | $25,724 | $36,128 | +$10,404 | +40.45% | |
| Aptus Capital Advisors, Llc | 0.00% | 958 | $25,512 | $35,829 | +$10,317 | +40.44% | |
| Bnp Paribas Financial Markets | 0.00% | 908 | $24,180 | $33,959 | +$9,779 | +40.44% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.00% | 905 | $24,101 | $33,847 | +$9,746 | +40.44% | |
| Turtle Creek Wealth Advisors, Llc | 0.00% | 875 | $23,301 | $32,725 | +$9,424 | +40.44% | |
| Parallel Advisors, Llc | 0.00% | 790 | $21,038 | $29,546 | +$8,508 | +40.44% |
Frequently asked questions about OXY-WS
Who owns the most OXY-WS stock?
The largest holders of OXY-WS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OCCIDENTAL PETROLEUM-CW27 (OXY-WS).
Is OXY-WS widely held by superinvestors?
Many widely followed stocks like OXY-WS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OXY-WS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.