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
↑ +189
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — OXY

Based on 1299 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OXY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,299 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 — +10% more funds vs a year ago

fund count last 6Q
+122 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

753 buying507 selling
Last quarter: 753 funds were net buyers (298 opened a brand new position + 455 added to an existing one). Only 507 were sellers (398 trimmed + 109 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+140 vs last Q)

new funds entering per quarter
Funds opening a new OXY position: 129 → 138 → 158 → 298. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
831 out of 1,299 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.
💰

Value +63% but shares only +4% — price-driven

Value
+62%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +63%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

144 → 129 → 138 → 158 → 298 new funds/Q
New funds entering each quarter: 129 → 138 → 158 → 298. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 1,367 holders: 943 (69%) are 2+ year veterans, 154 entered 1–2 years ago, and 270 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
64 of 1290 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 753 hedge funds were net buyers of OXY (298 opened a new position, 455 added to an existing one), while 507 reduced or exited (398 trimmed, 109 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 67% of total institutional value in OXY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +189 funds (more new holders than closures). Total institutional holders: 1299.

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 Q1 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 March 31, 2026 · 74d ago
OXY
-13.0%
XLE
-6.1%

OXY outperformed XLE by -6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
OXY
-5.2%
XLE
-3.2%

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.

71 top-rated funds 16 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.2
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1287 1110 15.95%
13F Shares 853M 823M 3.58%
Total Value $55.03B $33.82B 62.71%
New Positions 291 158 +133
Increased Positions 436 320 +116
Closed Positions 114 191 -77
Reduced Positions 374 448 -74
Total Calls 41 45 -8.89%
Total Puts 36 35 2.86%
PUT/CALL Ratio 0.88 0.78 Neutral

Statistics: OXY

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 12.27% 1,682,753 $109.4M
2 Chou Associates Management Inc. 9.68% 313,000 $20.3M
3 Aldebaran Capital, LLC 7.66% 154,152 $10.0M
4 Scharf Investments, LLC 7.18% 3,583,864 $233.0M
5 Concorde Financial Corp 7.08% 138,162 $9.0M
6 swisspartners Advisors Ltd 7.03% 173,180 $11.2M
7 TB Alternative Assets Ltd. 6.95% 514,702 $33.5M
8 QSM Asset Management Ltd 6.87% 208,434 $14.0M
9 Berkshire Hathaway Inc 6.55% 264,941,431 $17.22B
10 Grand Central Investment Group 5.30% 110,329 $7.2M
11 Asset Management Advisors, LLC 4.81% 122,265 $7.9M
12 Smead Capital Management, Inc. 4.38% 3,095,535 $201.2M
13 Hahn Capital Management LLC 4.07% 99,723 $6.5M
14 Rhl Group, LLC 4.00% 72,136 $4.7M
15 Guardian Wealth Management, Inc. 3.81% 107,422 $7.0M
16 Inkwell Capital LLC 3.64% 54,980 $3.6M
17 H&H International Investment, LLC 3.33% 10,261,500 $667.0M
18 Polymer Capital Management (US) LLC 3.29% 500,000 $32.5M
19 Philip James Wealth Mangement, LLC 3.16% 423,306 $27.5M
20 Praxis Capital Management LLC 3.09% 20,337 $1.3M
21 Himalaya Capital Management LLC 2.98% 1,466,500 $95.3M
22 Dodge & Cox 2.65% 74,085,572 $4.82B
23 Encore Global Management, LP 2.28% 50,300 $3.3M
24 PARUS FINANCE (UK) Ltd 2.18% 144,644 $7.3M
25 Intrinsic Value Partners, LLC 2.12% 42,334 $2.8M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OXY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OXY?

More buyers than sellers — 60% buying: Last quarter: 753 funds were net buyers (298 opened a brand new position + 455 added to an existing one). Only 507 were sellers (398 trimmed + 109 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OXY holders?

Elite ownership — 67% AUM from top-100 funds: 64 of 1290 holders are among the 100 largest funds by AUM, controlling 67% 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?

64% of holders stayed for 2+ years: 831 out of 1,299 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 Q1 hedge fund 13F filings?

As of today, OXY has moved -5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), OXY has gained -13.0% vs -6.1% 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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