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
↓ -69
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — OXY

Based on 1234 hedge funds · latest filing: 2026 Q2 · 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
1,234 hedge funds hold OXY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+105 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

657 buying611 selling
Last quarter: 657 funds bought or added vs 611 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-157 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 138 → 159 → 301 → 144. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
837 out of 1,234 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.
💎

Buying through price weakness — shares +8%, value -21%

Value
-20%
Shares
+8%
Last quarter: funds added +8% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

130 → 138 → 159 → 301 → 144 new funds/Q
New funds entering each quarter: 138 → 159 → 301 → 144. A growing number of institutions are discovering OXY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,312 holders: 928 (71%) are 2+ year veterans, 154 entered 1–2 years ago, and 230 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
66 of 1231 holders are among the 100 largest funds by AUM, controlling 75% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — OXY

In 2026 Q2, 657 hedge funds were net buyers of OXY (144 opened a new position, 513 added to an existing one), while 611 reduced or exited (398 trimmed, 213 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 75% of total institutional value in OXY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -69 funds (more exits than new entries). Total institutional holders: 1234.

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.

Is It Too Late to Buy Occidental Pete Corp (OXY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OXY has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
OXY
+21.8%
XLE
+21.1%

OXY outperformed XLE by +0.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
OXY
+1.9%
XLE
+3.9%

Since the filing became public, OXY outperformed XLE by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

44 top-rated funds 11 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: OXY
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1216 1303 -6.68%
13F Shares 882M 853M 3.42%
Total Value $42.69B $55.04B -22.43%
New Positions 139 301 -162
Increased Positions 491 439 +52
Closed Positions 223 109 +114
Reduced Positions 371 375 -4
Total Calls 45 41 9.76%
Total Puts 36 36 -
PUT/CALL Ratio 0.8 0.88 Neutral

Statistics: OXY

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 OXY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 9.09% 1,650,049 $80.1M
2 Chou Associates Management Inc. 7.02% 313,000 $15.2M
3 swisspartners Advisors Ltd 5.74% 175,510 $8.5M
4 Concorde Financial Corp 5.34% 135,775 $6.6M
5 Scharf Investments, LLC 5.11% 3,187,747 $154.8M
6 Aldebaran Capital, LLC 4.86% 133,304 $6.5M
7 Sourcerock Group LLC 4.64% 1,835,700 $89.2M
8 Berkshire Hathaway Inc 4.30% 264,941,431 $12.87B
9 Grand Central Investment Group 4.21% 103,728 $5.0M
10 Asset Management Advisors, LLC 3.13% 116,545 $5.7M
11 Smead Capital Management, Inc. 3.01% 2,889,985 $140.4M
12 QSM Asset Management Ltd 2.84% 110,934 $5.5M
13 Hahn Capital Management LLC 2.80% 95,209 $4.6M
14 Inkwell Capital LLC 2.78% 55,005 $2.7M
15 H&H International Investment, LLC 2.61% 10,261,500 $498.4M
16 Guardian Wealth Management, Inc. 2.57% 107,695 $5.2M
17 Lloyd Harbor Capital Management, LLC 2.50% 50,000 $2.4M
18 Philip James Wealth Mangement, LLC 2.29% 419,153 $20.4M
19 Encompass Capital Advisors LLC 1.97% 1,138,000 $55.3M
20 Adams Natural Resources Fund, INC. 1.95% 306,551 $14.9M
21 Corecam Pte. Ltd. 1.95% 106,080 $5.2M
22 Corecam AG 1.90% 45,750 $2.2M
23 Dodge & Cox 1.85% 72,764,944 $3.53B
24 Aventail Capital Group, LP 1.72% 618,040 $30.0M
25 Formuepleje A/S 1.52% 136,060 $13.0M
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?

Slight buying edge — 52% buying: Last quarter: 657 funds bought or added vs 611 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OXY holders?

Elite ownership — 75% AUM from top-100 funds: 66 of 1231 holders are among the 100 largest funds by AUM, controlling 75% 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?

68% of holders stayed for 2+ years: 837 out of 1,234 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.

Is it too late to buy Occidental Pete Corp (OXY) following the 2026 Q2 hedge fund 13F filings?

As of today, OXY has moved +1.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.9% for the XLE sector ETF — an outperformance of -2.0%. Since the quarter end (June 30, 2026), OXY has gained +21.8% vs +21.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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