Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Occidental Pete Corp (OXY/WS)

259 + Investors. Track Smart Money conviction in OXY/WS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — OXY/WS

Based on 261 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/WS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
261 funds currently hold this stock — 86% of the 3.0-year high of 303 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OXY/WS is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 35% buying

51 buying93 selling
Last quarter: 93 funds sold vs only 51 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 39 → 46 → 30. 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.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
149 out of 261 hedge funds have held OXY/WS 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.
📈

Growing discovery — still being found

36 → 29 → 39 → 46 → 30 new funds/Q
New funds entering each quarter: 29 → 39 → 46 → 30. A growing number of institutions are discovering OXY/WS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 24% newcomers

■ 57% veterans ■ 19% 1-2yr ■ 24% new
Entry-cohort mix of 261 holders: 150 (57%) are 2+ year veterans, 49 entered 1–2 years ago, and 62 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
23 of 259 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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/WS

In 2026 Q2, 51 hedge funds were net buyers of OXY/WS (30 opened a new position, 21 added to an existing one), while 93 reduced or exited (51 trimmed, 42 sold completely) — a 35% buyer ratio, indicating net institutional distribution. 20% of total institutional value in OXY/WS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 261.

Hedge Fund Ownership: OXY/WS

How many hedge funds hold OXY/WS — quarterly history vs. share price
Quarterly hedge fund ownership of OXY/WS vs. share price

Market Analysis: OXY/WS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OXY/WS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: OXY/WS
259 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 259 273 -5.13%
13F Shares 3M 11M -70.65%
Total Value $80M $445M -81.94%
New Positions 30 46 -16
Increased Positions 21 30 -9
Closed Positions 42 34 +8
Reduced Positions 51 34 +17
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OXY/WS

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Institutional Holders (2026 Q2)

259 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OXY/WS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OXY/WS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Philip James Wealth Mangement, LLC 3.07% 1,023,537 $27.3M
2 Adams Asset Advisors, LLC 1.41% 468,312 $12.5M
3 GoodHaven Capital Management, LLC 1.27% 151,697 $4.0M
4 OnyxPoint Global Management LP 0.98% 161,104 $4.3M
5 Skaana Management L.P. 0.88% 153,032 $4.1M
6 Warberg Asset Management LLC 0.07% 15,292 $407K
7 Elgethun Capital Management 0.04% 10,400 $277K
8 Smead Capital Management, Inc. 0.04% 65,345 $1.7M
9 Mutual Advisors, LLC 0.03% 51,121 $1.4M
10 Timbuktu Capital Management, LLC 0.02% 411 $11K
11 TD Capital Management LLC 0.01% 6,303 $168K
12 Sawyer & Company, Inc 0.01% 1,324 $27K
13 Western Pacific Wealth Management, LP 0.01% 283 $8K
14 IHT Wealth Management, LLC 0.01% 11,663 $311K
15 Advocate Investing Services LLC 0.01% 277 $7K
16 Prosperity Bancshares Inc 0.01% 325 $9K
17 Rexford Capital Inc 0.01% 336 $9K
18 LRI Investments, LLC 0.00% 2,000 $53K
19 Mariner, LLC 0.00% 147,669 $3.9M
20 Consultiva Wealth Management, CORP. 0.00% 45 $1K
21 National Pension Service 0.00% 150,159 $4.0M
22 Knott David M Jr 0.00% 194 $4K
23 Allied Private Wealth LLC 0.00% 100 $3K
24 South Plains Financial, INC. 0.00% 125 $3K
25 Gabelli Funds LLC 0.00% 10,004 $266K
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/WS)

What does the Smart Money Trend signal show for OXY/WS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OXY/WS 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/WS?

Heavy selling pressure — only 35% buying: Last quarter: 93 funds sold vs only 51 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OXY/WS holders?

Strong quality — 20% AUM from major funds: 23 of 259 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OXY/WS?

57% of holders stayed for 2+ years: 149 out of 261 hedge funds have held OXY/WS 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.

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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