Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Occidental Pete Corp (OXY/WS)

270 + 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
↑ +13
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — OXY/WS

Based on 273 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OXY/WS 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
273 funds currently hold this stock — 90% of the 3.0-year high of 302 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

76 buying67 selling
Last quarter: 76 funds bought or added vs 67 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new OXY/WS position: 35 → 29 → 39 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
152 out of 273 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.
💰

Value +118% but shares only +4% — price-driven

Value
+118%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +118%, 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.
📈

Growing discovery — still being found

30 → 35 → 29 → 39 → 46 new funds/Q
New funds entering each quarter: 35 → 29 → 39 → 46. 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 27% newcomers

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Entry-cohort mix of 273 holders: 155 (57%) are 2+ year veterans, 45 entered 1–2 years ago, and 73 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
22 of 271 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 76 hedge funds were net buyers of OXY/WS (46 opened a new position, 30 added to an existing one), while 67 reduced or exited (34 trimmed, 33 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 273.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OXY/WS
270 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 270 260 3.85%
13F Shares 11M 10M 3.74%
Total Value $445M $204M 118.08%
New Positions 45 39 +6
Increased Positions 30 38 -8
Closed Positions 35 29 +6
Reduced Positions 34 51 -17
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OXY/WS

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Financial Highlights

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Institutional Holders (2026 Q1)

270 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Skaana Management L.P. 6.65% 458,231 $19.7M
2 Philip James Wealth Mangement, LLC 5.75% 1,167,341 $50.0M
3 MFN Partners Management, LP 5.11% 5,690,600 $244.1M
4 Warberg Asset Management LLC 3.49% 486,509 $20.9M
5 OnyxPoint Global Management LP 2.45% 242,021 $10.4M
6 GoodHaven Capital Management, LLC 2.31% 154,697 $6.6M
7 Adams Asset Advisors, LLC 2.25% 468,312 $20.1M
8 Aldebaran Capital, LLC 0.23% 7,138 $306K
9 Smead Capital Management, Inc. 0.14% 151,211 $6.5M
10 Css LLC/Il 0.12% 60,531 $2.6M
11 Gts Securities LLC 0.10% 64,670 $2.8M
12 Elgethun Capital Management 0.07% 10,400 $446K
13 Mutual Advisors, LLC 0.05% 51,493 $2.2M
14 Abc Arbitrage SA 0.04% 6,237 $268K
15 TD Capital Management LLC 0.02% 6,303 $270K
16 Two Sigma Securities, LLC 0.02% 4,794 $206K
17 Sawyer & Company, Inc 0.02% 1,437 $62K
18 StoneX Group Inc. 0.01% 5,657 $243K
19 AMG National Trust Bank 0.01% 13,447 $577K
20 Western Pacific Wealth Management, LP 0.01% 283 $12K
21 IHT Wealth Management, LLC 0.01% 11,657 $500K
22 Prosperity Bancshares Inc 0.01% 325 $14K
23 Rexford Capital Inc 0.01% 361 $15K
24 Advocate Investing Services LLC 0.01% 277 $12K
25 Mariner, LLC 0.01% 147,506 $6.3M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OXY/WS 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/WS?

Slight buying edge — 53% buying: Last quarter: 76 funds bought or added vs 67 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/WS holders?

Smaller funds dominant — 10% AUM from top-100: 22 of 271 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OXY/WS?

56% of holders stayed for 2+ years: 152 out of 273 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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