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Occidental Petroleum-Cw27 (OXY/WS)

CUSIP: 674599162 | US | 917 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Philip James Wealth Mangement, LLC976,879
3.6% of portfolio›$32.5M
Adams Asset Advisors, LLC154,425
0.5% of portfolio›$5.1M
Perigon Wealth Management, LLC6,351
0.0% of portfolio›$211.2K
StoneX Group Inc.5,701
0.0% of portfolio›$207.9K
Wealth Enhancement Advisory Services, LLC5,433
0.0% of portfolio›$208.0K
Farther Finance Advisors, LLC2,695
0.0% of portfolio›$89.6K
Next Level Wealth Planning, LLC1,315
0.0% of portfolio›$43.7K
Sawyer & Company, Inc1,289
0.0% of portfolio›$42.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP905
0.0% of portfolio›$30.1K
Turtle Creek Wealth Advisors, LLC875
0.0% of portfolio›$29.1K
Parallel Advisors, LLC790
0.0% of portfolio›$26.3K
American National Bank & Trust715
0.0% of portfolio›$23.8K
Rydar Equities, Inc.687
0.0% of portfolio›$24.9K
TD Waterhouse Canada Inc.553
0.0% of portfolio›$19.8K
Farmers & Merchants Investments Inc424
0.0% of portfolio›$14.1K
TD Private Client Wealth LLC368
0.0% of portfolio›$12.2K
Private Trust Co NA350
0.0% of portfolio›$11.6K
Eastern Bank347
0.0% of portfolio›$11.6K
Trust Co of Toledo NA283
0.0% of portfolio›$9.4K
Western Pacific Wealth Management, LP283
0.0% of portfolio›$9.4K
Advocate Investing Services LLC277
0.0% of portfolio›$9.2K
Caldwell Trust Co256
0.0% of portfolio›$8.5K
Triumph Capital Management256
0.0% of portfolio›$8.5K
Tompkins Financial Corp234
0.0% of portfolio›$7.8K
Blue Trust, Inc.209
0.0% of portfolio›$6.9K
Montag A & Associates Inc208
0.0% of portfolio›$6.9K
Armstrong Advisory Group, Inc199
0.0% of portfolio›$6.6K
Wolverine Asset Management LLC190
0.0% of portfolio›$6.3K
Bokf, NA182
0.0% of portfolio›$6.1K
IFP Advisors, Inc161
0.0% of portfolio›$5.4K
EverSource Wealth Advisors, LLC151
0.0% of portfolio›$5.0K
Oakworth Capital, Inc.143
0.0% of portfolio›$4.8K
Ashton Thomas Private Wealth, LLC142
0.0% of portfolio›$4.7K
CoreCap Advisors, LLC139
0.0% of portfolio›$4.6K
Kingdom Financial Group Llc.125
0.0% of portfolio›$4.2K
Lanark Financial, Inc.114
0.0% of portfolio›$3.8K
Pinnacle Wealth Planning Services, Inc.111
0.0% of portfolio›$3.7K
Hughes Financial Services, LLC110
0.0% of portfolio›$4.5K
Trust Co103
0.0% of portfolio›$3.4K
Pacifica Partners Inc.100
0.0% of portfolio›$3.6K
Salomon & Ludwin, LLC98
0.0% of portfolio›$3.3K
Hazlett, Burt & Watson, Inc.87
0.0% of portfolio›$3
Provenance Wealth Advisors, LLC83
0.0% of portfolio›$2.8K
Beacon Investment Advisory Services, Inc.78
0.0% of portfolio›$2.6K
AlphaCore Capital LLC78
0.0% of portfolio›$2.6K
Cullen T Bankers, Inc.62
0.0% of portfolio›$2.1K
Golden State Wealth Management, LLC62
0.0% of portfolio›$2.1K
Princeton Global Asset Management LLC62
0.0% of portfolio›$2.1K
Financial Consulate, Inc61
0.0% of portfolio›$2.0K
Creative Financial Designs Inc56
0.0% of portfolio›$1.9K
Nemes Rush Group LLC56
0.0% of portfolio›$1.9K
Kimelman & Baird, LLC56
0.0% of portfolio›$1.9K
Quest 10 Wealth Builders, Inc.52
0.0% of portfolio›$1.7K
Harbor Investment Advisory, LLC51
0.0% of portfolio›$1.7K
Nova Financial LLC50
0.0% of portfolio›$1.7K
St. Johns Investment Management Company, LLC50
0.0% of portfolio›$1.7K
Entrust Financial LLC50
0.0% of portfolio›$1.7K
Compass Financial Management LLC46
0.0% of portfolio›$1.5K
GHP Investment Advisors, Inc.45
0.0% of portfolio›$1.5K
Mosley Wealth Management39
0.0% of portfolio›$1.5K
Key Capital Management, Inc38
0.0% of portfolio›$1.3K
Nfsg Corp37
0.0% of portfolio›$1.2K
Kentucky Trust Co36
0.0% of portfolio›$1.2K
Spire Wealth Management36
0.0% of portfolio›$1.2K
Adkins Seale Capital Management LLC36
0.0% of portfolio›$1.2K
High Note Wealth, LLC31
0.0% of portfolio›$1.0K
Private Wealth Management Group, LLC31
0.0% of portfolio›$1.0K
Atlantic Edge Private Wealth Management, LLC30
0.0% of portfolio›$998
Meriwether Wealth & Planning, LLC30
0.0% of portfolio›$1.0K
Strengthening Families & Communities, LLC29
0.0% of portfolio›$964
Mather Group, Llc.28
0.0% of portfolio›$931
Old Second National Bank of Aurora28
0.0% of portfolio›$931
Wilmington Savings Fund Society, FSB27
0.0% of portfolio›$904
Hilton Head Capital Partners, LLC27
0.0% of portfolio›$898
Financial Network Wealth Advisors LLC26
0.0% of portfolio›$865
Cassaday & Co Wealth Management LLC25
0.0% of portfolio›$832
First Financial Corp25
0.0% of portfolio›$831
Fortitude Family Office, LLC25
0.0% of portfolio›$831
Maryland Capital Advisors Inc.25
0.0% of portfolio›$832
Latitude Advisors, LLC24
0.0% of portfolio›$798
Acima Private Wealth, LLC22
0.0% of portfolio›$732
Ashurst Perkins Coie Trust Co21
0.0% of portfolio›$697
Markowski Investments18
0.0% of portfolio›$598
Bank Julius Baer & Co. Ltd, Zurich18
0.0% of portfolio›$598
Bfsg, LLC17
0.0% of portfolio›$566
Hickory Point Bank & Trust16
0.0% of portfolio›$536
Country Trust Bank15
0.0% of portfolio›$502
Ameliora Wealth Management Ltd.14
0.0% of portfolio›$466
Inspire Investing, LLC13
0.0% of portfolio›$444
Towne Trust Company, N.a12
0.0% of portfolio›$399
Ares Financial Consulting, LLC12
0.0% of portfolio›$399
Key FInancial Inc12
0.0% of portfolio›$399
Heritage Family Offices, LLP12
0.0% of portfolio›$399
Barrett & Company, Inc.12
0.0% of portfolio›$399
First Horizon Corp12
0.0% of portfolio›$399
Tower Trust & Investment Co10
0.0% of portfolio›$332
Godsey & Gibb, Inc9
0.0% of portfolio›$228
Ascentis Independent Advisors8
0.0% of portfolio›$266
Quaker Wealth Management, LLC8
0.0% of portfolio›$266
Ashton Thomas Securities, LLC7
0.0% of portfolio›$233
Pinnacle Bancorp, Inc.7
0.0% of portfolio›$233
Assetmark, Inc7
0.0% of portfolio›$233
Valley National Advisers Inc6
0.0% of portfolio›$200
Main Street Group, LTD6
0.0% of portfolio›$200
MTM Investment Management, LLC5
0.0% of portfolio›$166
Hurley Capital, LLC5
0.0% of portfolio›$166
Register Financial Advisors LLC5
0.0% of portfolio›$166
Abound Wealth Management4
0.0% of portfolio›$133
J.Safra Asset Management Corp4
0.0% of portfolio›$1
Root Financial Partners, LLC3
0.0% of portfolio›$100
Asset Dedication, LLC3
0.0% of portfolio›$100
Accordant Advisory Group Inc3
0.0% of portfolio›$100
Chilton Capital Management LLC3
0.0% of portfolio›$100
Glass Jacobson Investment Advisors llc2
0.0% of portfolio›$67
Hanson & Doremus Investment Management2
0.0% of portfolio›$0
Gamma Investing LLC2
0.0% of portfolio›$67
JFS Wealth Advisors, LLC2
0.0% of portfolio›$67
Bullock Wealth Management Group2
0.0% of portfolio›$72
Kelleher Financial Advisors2
0.0% of portfolio›$67
Versant Capital Management, Inc2
0.0% of portfolio›$67
Global Trust Asset Management, LLC2
0.0% of portfolio›$67
GK Wealth Management LLC1
0.0% of portfolio›$33
Holos Integrated Wealth LLC1
0.0% of portfolio›$41
Atwood & Palmer Inc1
0.0% of portfolio›$34
Carolina Wealth Advisors, LLC1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Philip James Wealth Mangement, LLC
976,879$32.5M3.6%YieldMediumMilton, GA2026-10-27
Adams Asset Advisors, LLC
154,425$5.1M0.5%YieldMediumDallas, TX2026-10-08
Perigon Wealth Management, LLC
6,351$211.2K0.0%GrowthLowSan Francisco, CA2026-10-22
StoneX Group Inc.
5,701$207.9K0.0%ETFMediumNew York, NY2026-11-03
Wealth Enhancement Advisory Services, LLC
5,433$208.0K0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
2,695$89.6K0.0%IndexLowSan Francisco, CA2026-10-08
Next Level Wealth Planning, LLC
1,315$43.7K0.0%ETFVery LowMeridian, ID2026-10-29
Sawyer & Company, Inc
1,289$42.9K0.0%GrowthLowBoston, MA2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
905$30.1K0.0%GrowthVery LowBoston, MA2026-10-23
Turtle Creek Wealth Advisors, LLC
875$29.1K0.0%GrowthLowDallas, TX2026-10-15
Parallel Advisors, LLC
790$26.3K0.0%IndexLowSan Francisco, CA2026-11-03
American National Bank & Trust
715$23.8K0.0%CoreVery LowWichita Falls, TX2026-10-07
Rydar Equities, Inc.
687$24.9K0.0%CoreVery LowWeatherford, TX2026-10-13
TD Waterhouse Canada Inc.
553$19.8K0.0%CoreLowToronto, Australia2026-10-16
Farmers & Merchants Investments Inc
424$14.1K0.0%CoreVery LowLincoln, NE2026-10-22
TD Private Client Wealth LLC
368$12.2K0.0%ETFLowNew York, NY2026-10-28
Private Trust Co NA
350$11.6K0.0%CoreLowCleveland, OH2026-10-20
Eastern Bank
347$11.6K0.0%GrowthMediumBoston, MA2026-10-05
Trust Co of Toledo NA
283$9.4K0.0%GrowthVery LowHolland, OH2026-10-16
Western Pacific Wealth Management, LP
283$9.4K0.0%GrowthLowLake Forest, IL2026-10-16
Advocate Investing Services LLC
277$9.2K0.0%ETFLowWoodbine, MD2026-10-26
Caldwell Trust Co
256$8.5K0.0%GrowthLowVenice, FL2026-10-30
Triumph Capital Management
256$8.5K0.0%ETFMediumDenver, CO2026-10-14
Tompkins Financial Corp
234$7.8K0.0%CoreLowIthaca, NY2026-10-05
Blue Trust, Inc.
209$6.9K0.0%ETFLowBrentwood, TN2026-10-15
Montag A & Associates Inc
208$6.9K0.0%CoreLowAtlanta, GA2026-10-29
Armstrong Advisory Group, Inc
199$6.6K0.0%ETFHighNeedham, MA2026-10-09
Wolverine Asset Management LLC
190$6.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Bokf, NA
182$6.1K0.0%CoreLowTulsa, OK2026-10-27
IFP Advisors, Inc
161$5.4K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
151$5.0K0.0%CoreMediumBirmingham, AL2026-11-04
Oakworth Capital, Inc.
143$4.8K0.0%ETFLowBirmingham, AL2026-10-26
Ashton Thomas Private Wealth, LLC
142$4.7K0.0%CoreMediumScottsdale, AZ2026-11-03
CoreCap Advisors, LLC
139$4.6K0.0%ETFMediumSouthfield, MI2026-10-08
Kingdom Financial Group Llc.
125$4.2K0.0%ETFMediumPeoria, AZ2026-11-04
Lanark Financial, Inc.
114$3.8K0.0%CoreMediumBirmingham, AL2026-10-26
Pinnacle Wealth Planning Services, Inc.
111$3.7K0.0%GARPLowMansfield, OH2026-10-27
Hughes Financial Services, LLC
110$4.5K0.0%ETFLowHerndon, VA2026-10-30
Trust Co
103$3.4K0.0%ETFVery LowManhattan, KS2026-10-09
Pacifica Partners Inc.
100$3.6K0.0%CoreLowSurrey, South Africa2026-10-09
Salomon & Ludwin, LLC
98$3.3K0.0%ETFVery LowRichmond, VA2026-10-29
Hazlett, Burt & Watson, Inc.
87$30.0%CoreVery LowWheeling, WV2026-11-04
Provenance Wealth Advisors, LLC
83$2.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Beacon Investment Advisory Services, Inc.
78$2.6K0.0%GrowthLowMorristown, NJ2026-10-13
AlphaCore Capital LLC
78$2.6K0.0%ETFLowLa Jolla, CA2026-11-04
Cullen T Bankers, Inc.
62$2.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Golden State Wealth Management, LLC
62$2.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Princeton Global Asset Management LLC
62$2.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Financial Consulate, Inc
61$2.0K0.0%ETFLowHunt Valley, MD2026-10-23
Creative Financial Designs Inc
56$1.9K0.0%ETFMediumKokomo, IN2026-11-04
Nemes Rush Group LLC
56$1.9K0.0%CoreVery LowNovi, MI2026-11-04
Kimelman & Baird, LLC
56$1.9K0.0%CoreLowNew York, NY2026-11-03
Quest 10 Wealth Builders, Inc.
52$1.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Harbor Investment Advisory, LLC
51$1.7K0.0%GrowthLowLutherville, MD2026-10-13
Nova Financial LLC
50$1.7K0.0%N/AN/ATucson, AZ2026-11-04
St. Johns Investment Management Company, LLC
50$1.7K0.0%CoreVery LowJacksonville, FL2026-10-30
Entrust Financial LLC
50$1.7K0.0%ETFLowWayne, PA2026-11-04
Compass Financial Management LLC
46$1.5K0.0%CoreN/ATampa, FL2026-10-30
GHP Investment Advisors, Inc.
45$1.5K0.0%CoreVery LowDenver, CO2026-10-15
Mosley Wealth Management
39$1.5K0.0%ETFHighAnaheim, CA2026-10-16
Key Capital Management, Inc
38$1.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Nfsg Corp
37$1.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Kentucky Trust Co
36$1.2K0.0%CoreVery LowDanville, KY2026-10-15
Spire Wealth Management
36$1.2K0.0%GrowthMediumMclean, VA2026-10-30
Adkins Seale Capital Management LLC
36$1.2K0.0%CoreVery LowShreveport, LA2026-10-27
High Note Wealth, LLC
31$1.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Private Wealth Management Group, LLC
31$1.0K0.0%ETFLowPrinceton, NJ2026-10-19
Atlantic Edge Private Wealth Management, LLC
30$9980.0%CoreLowJacksonville, FL2026-10-20
Meriwether Wealth & Planning, LLC
30$1.0K0.0%ETFMediumMinden, LA2026-10-13
Strengthening Families & Communities, LLC
29$9640.0%CoreMediumBoston, MA2026-10-21
Mather Group, Llc.
28$9310.0%ETFMediumChicago, IL2026-10-14
Old Second National Bank of Aurora
28$9310.0%CoreLowAurora, IL2026-10-22
Wilmington Savings Fund Society, FSB
27$9040.0%CoreLowWilmington, DE2026-10-23
Hilton Head Capital Partners, LLC
27$8980.0%CoreMediumHilton Head Island, SC2026-10-23
Financial Network Wealth Advisors LLC
26$8650.0%ETFLowMurray, UT2026-10-28
Cassaday & Co Wealth Management LLC
25$8320.0%ETFVery LowMclean, VA2026-10-27
First Financial Corp
25$8310.0%CoreVery LowTerre Haute, IN2026-10-13
Fortitude Family Office, LLC
25$8310.0%ETFMediumScottsdale, AZ2026-10-14
Maryland Capital Advisors Inc.
25$8320.0%ETFVery LowChester, MD2026-10-15
Latitude Advisors, LLC
24$7980.0%ETFLowYorkville, IL2026-10-27
Acima Private Wealth, LLC
22$7320.0%ETFVery LowRichmond, VA2026-10-05
Ashurst Perkins Coie Trust Co
21$6970.0%CoreVery LowSeattle, WA2026-10-15
Markowski Investments
18$5980.0%ETFN/ATampa, FL2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
18$5980.0%GrowthMediumZurich, Switzerland2026-10-29
Bfsg, LLC
17$5660.0%CoreLowIrvine, CA2026-10-30
Hickory Point Bank & Trust
16$5360.0%CoreVery LowDecatur, IL2026-10-01
Country Trust Bank
15$5020.0%GrowthLowBloomington, IL2026-10-30
Ameliora Wealth Management Ltd.
14$4660.0%ETFLowZurich, Switzerland2026-10-23
Inspire Investing, LLC
13$4440.0%GARPHighMeridian, ID2026-10-22
Towne Trust Company, N.a
12$3990.0%CoreLowNewport News, VA2026-10-28
Ares Financial Consulting, LLC
12$3990.0%CoreLowCalabasas, CA2026-10-19
Key FInancial Inc
12$3990.0%ETFLowWest Chester, PA2026-11-02
Heritage Family Offices, LLP
12$3990.0%GrowthHighScottsdale, AZ2026-11-02
Barrett & Company, Inc.
12$3990.0%ETFLowProvidence, RI2026-10-22
First Horizon Corp
12$3990.0%CoreLowMemphis, TN2026-10-26
Tower Trust & Investment Co
10$3320.0%GrowthLowDavenport, IA2026-10-28
Godsey & Gibb, Inc
9$2280.0%CoreLowRichmond, VA2026-10-14
Ascentis Independent Advisors
8$2660.0%ETFLowDallas, TX2026-11-03
Quaker Wealth Management, LLC
8$2660.0%ETFMediumMoorestown, NJ2026-10-22
Ashton Thomas Securities, LLC
7$2330.0%ETFMediumRochester, NY2026-10-26
Pinnacle Bancorp, Inc.
7$2330.0%CoreVery LowBeatrice, NE2026-10-21
Assetmark, Inc
7$2330.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
6$2000.0%ETFLowBethlehem, PA2026-10-23
Main Street Group, LTD
6$2000.0%ETFMediumGlen Allen, VA2026-10-28
MTM Investment Management, LLC
5$1660.0%CoreVery LowSpartanburg, SC2026-10-30
Hurley Capital, LLC
5$1660.0%GARPMediumNew York, NY2026-11-05
Register Financial Advisors LLC
5$1660.0%GARPLowAtlanta, GA2026-10-23
Abound Wealth Management
4$1330.0%ETFVery LowFranklin, TN2026-10-26
J.Safra Asset Management Corp
4$10.0%ETFLowNew York, NY2026-11-03
Root Financial Partners, LLC
3$1000.0%ETFMediumEncinitas, CA2026-10-21
Asset Dedication, LLC
3$1000.0%ETFLowSan Francisco, CA2026-11-03
Accordant Advisory Group Inc
3$1000.0%ValueMediumAnnapolis, MD2026-10-29
Chilton Capital Management LLC
3$1000.0%GrowthMediumHouston, TX2026-10-28
Glass Jacobson Investment Advisors llc
2$670.0%ETFLowOwings Mills, MD2026-10-26
Hanson & Doremus Investment Management
2$00.0%CoreVery LowBurlington, VT2026-10-16
Gamma Investing LLC
2$670.0%IndexVery LowFoster City, CA2026-10-08
JFS Wealth Advisors, LLC
2$670.0%ETFVery LowHermitage, PA2026-11-03
Bullock Wealth Management Group
2$720.0%GrowthLowBloomington, IN2026-10-09
Kelleher Financial Advisors
2$670.0%CoreMediumNew York, NY2026-10-30
Versant Capital Management, Inc
2$670.0%GARPLowPhoenix, AZ2026-10-02
Global Trust Asset Management, LLC
2$670.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
GK Wealth Management LLC
1$330.0%GARPVery HighReno, NV2026-10-09
Holos Integrated Wealth LLC
1$410.0%ETFLowKennett Square, PA2026-10-23
Atwood & Palmer Inc
1$340.0%CoreVery LowKansas City, MO2026-10-08
Carolina Wealth Advisors, LLC
1$330.0%YieldHighMyrtle Beach, SC2026-10-23