Occidental Petroleum-CW27OXY.WSPreferred / convertible
13F holders, Q1 2025 (March 31)270holders −47
19new positions
65sold out
2famous investors
$27.64avg. 13F price*
At the end of Q1 2025, 270 institutions reported holding Occidental Petroleum-CW27 (OXY.WS) in their 13F filings, down 47 from Q4 2024. 19 opened new positions and 65 sold out. The largest holders were MFN Partners Management, LP ($157.5M), Hudson Bay Capital Management LP ($113.7M) and Philip James Wealth Mangement, LLC ($34.4M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Ken Griffin ( of Citadel Advisors's portfolio).
- Company
- Occidental Petroleum-CW27
- CUSIP
- 674599162
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $297K |
| Exits | 65 | $773.4M |
All 13F filers, Q4 2024 → Q1 2025: 361,383 shares bought and 29,622,302 shares sold, net −29,260,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| MFN Partners Management, LP | — | No change | 5,690,600 | $157.5M |
| Hudson Bay Capital Management LP | — | No change | 4,110,100 | $113.7M |
| Philip James Wealth Mangement, LLC | — | Add +12.9% | 1,242,288 | $34.4M |
| Susquehanna International Group, LLP | — | Add +50.4% | 556,894 | $15.4M |
| Adams Asset Advisors, LLC | — | Reduce -0.0% | 468,312 | $13.0M |
| Nomura Holdings Inc. | — | No change | 354,291 | $9.8M |
| OnyxPoint Global Management LP | — | Add +1.0% | 232,008 | $6.4M |
| Smead Capital Management, Inc. | — | Reduce -1.0% | 154,699 | $4.3M |
| GoodHaven Capital Management, LLC | — | Add +0.7% | 152,197 | $4.2M |
| Pacific Heights Asset Management LLC | — | Reduce -75.0% | 100,000 | $2.8M |
| Bank of America Corp. | — | Reduce -60.0% | 96,782 | $2.7M |
| Morgan Stanley | — | Reduce -27.4% | 78,890 | $2.2M |
| Stifel Financial Corp. | — | Add +7.5% | 71,781 | $2.0M |
| SG Americas Securities, LLC | — | Add +1.9% | 55,950 | $1.5M |
| Wells Fargo & Company | — | Add +0.8% | 49,368 | $1.4M |
| UBS Group AG | — | Add +1.4% | 48,051 | $1.3M |
| D. E. Shaw & Co. | — | No change | 39,904 | $1.1M |
| Mutual Advisors, LLC | — | Add +4.6% | 56,268 | $1.1M |
| CSS LLC | — | Reduce -54.5% | 35,286 | $976K |
| Sei Investments Co. | — | Reduce -0.2% | 33,437 | $925K |
| Raymond James Financial Inc. | — | Reduce -13.7% | 32,349 | $895K |
| Franklin Resources Inc. | — | No change | 31,588 | $874K |
| Barclays PLC | — | Reduce -1.7% | 28,250 | $782K |
| Parallax Volatility Advisers, L.P. | — | No change | 26,549 | $735K |
| Yarbrough Capital, LLC | — | No change | 23,959 | $663K |
| Creative Planning | — | Add +22.5% | 20,877 | $578K |
| Captrust Financial Advisors | — | Reduce -3.8% | 18,268 | $505K |
| Clifford Swan Investment Counsel LLC | — | Reduce -3.7% | 17,924 | $496K |
| LPL Financial LLC | — | Reduce -19.0% | 17,747 | $491K |
| Envestnet Asset Management Inc. | — | Reduce -10.4% | 16,998 | $470K |
| Royal London Asset Management Ltd. | — | No change | 16,587 | $459K |
| Gabelli Funds LLC | — | No change | 16,261 | $450K |
| Commonwealth Equity Services, LLC | — | Add +11.3% | 16,175 | $448K |
| Ameriprise Financial Inc. | — | Reduce -8.5% | 15,048 | $416K |
| Sanctuary Advisors, LLC | — | Reduce -17.6% | 14,020 | $388K |
| Royal Bank of Canada | — | Reduce -30.1% | 14,035 | $387K |
| HSBC Holdings PLC | — | No change | 13,235 | $366K |
| AMG National Trust Bank | — | Reduce -5.0% | 12,840 | $355K |
| IHT Wealth Management, LLC | — | Reduce -0.2% | 11,709 | $324K |
| Pecaut & Co. | — | Reduce -3.4% | 11,519 | $319K |
| PNC Financial Services Group, Inc. | — | Reduce -0.0% | 11,307 | $313K |
| Osaic Holdings, Inc. | — | Reduce -1.9% | 10,472 | $290K |
| Citadel Advisors | — | New | 9,440 | $261K |
| Storebrand Asset Management As | — | No change | 9,378 | $259K |
| Inscription Capital, LLC | — | — | 5,595 | $241K |
| Investors Asset Management of Georgia Inc. /Ga/ | — | Reduce -6.4% | 8,435 | $233K |
| Aldebaran Capital, LLC | — | Reduce -0.9% | 7,907 | $219K |
| TD Capital Management LLC | — | No change | 7,101 | $196K |
| FMR LLC | — | No change | 6,856 | $190K |
| Steward Partners Investment Advisory, LLC | — | Reduce -13.5% | 6,543 | $181K |
| Central Pacific Bank - Trust Division | — | No change | 5,324 | $147K |
| Toronto Dominion Bank | — | Reduce -0.3% | 5,013 | $141K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | — | No change | 4,506 | $125K |
| Clearstead Advisors, LLC | — | No change | 2,931 | $81K |
| Farther Finance Advisors, LLC | — | Add +1.8% | 2,825 | $78K |
| Cardiff Park Advisors, LLC | — | No change | 2,697 | $75K |
| Cwm, LLC | — | Reduce -0.7% | 2,468 | $68K |
| Allworth Financial LP | — | Add +282.1% | 3,248 | $63K |
| WealthShield Partners, LLC | — | Reduce -0.3% | 2,266 | $63K |
| Northwestern Mutual Wealth Management Co. | — | Reduce -1.5% | 2,205 | $61K |
| NewEdge Advisors, LLC | — | Reduce -14.2% | 2,202 | $61K |
| US Bancorp \de | — | Add +1.4% | 2,076 | $57K |
| MAI Capital Management | — | Reduce -5.8% | 1,630 | $45K |
| Skaana Management L.P. | — | Reduce -99.9% | 1,600 | $44K |
| CIBC Private Wealth Group LLC | — | Reduce -16.9% | 2,638 | $43K |
| Bank of Montreal | — | Reduce -3.9% | 1,491 | $41K |
| Sawyer & Company, Inc | — | Reduce -1.1% | 1,486 | $41K |
| Gifford Fong Associates | — | No change | 1,250 | $35K |
| Jones Financial Companies LLLP | — | Add +1.9% | 1,262 | $35K |
| Macquarie Group Ltd. | — | No change | 1,177 | $33K |
| Farmers & Merchants Investments Inc. | — | No change | 1,112 | $31K |
| BNP Paribas Financial Markets | — | No change | 908 | $25K |
| Qube Research & Technologies Ltd | — | Add +0.1% | 886 | $25K |
| TD Waterhouse Canada Inc. | — | Add +185.1% | 861 | $24K |
| Blair William & Co. | — | Reduce -43.4% | 818 | $23K |
| Comerica Bank | — | Reduce -44.0% | 813 | $22K |
| Rothschild Investment LLC | — | No change | 739 | $20K |
| Parallel Advisors, LLC | — | Reduce -1.5% | 667 | $18K |
| Motco | — | Add +3.6% | 653 | $18K |
| O'shaughnessy Asset Management, LLC | — | Add +22.7% | 578 | $16K |
| Bokf, NA | — | Reduce -0.9% | 543 | $15K |
| Peoples Bank | — | No change | 500 | $14K |
| Kiker Wealth Management, LLC | — | New | 478 | $13K |
| Spire Wealth Management | — | Reduce -7.4% | 463 | $13K |
| Huntington National Bank | — | No change | 452 | $13K |
| Brown Brothers Harriman & Co. | — | Add +0.5% | 446 | $12K |
| Federation des caisses Desjardins du Quebec | — | Add +3.6% | 432 | $12K |
| TD Private Client Wealth LLC | — | No change | 412 | $11K |
| Richards, Merrill & Peterson, Inc. | — | No change | 391 | $11K |
| Tsfg, LLC | — | No change | 375 | $10K |
| GPS Wealth Strategies Group, LLC | — | No change | 354 | $10K |
| CENTRAL TRUST Co | — | Reduce -38.5% | 349 | $10K |
| Eastern Bank | — | No change | 347 | $10K |
| Private Trust Co. NA | — | Reduce -23.1% | 329 | $9K |
| Coastline Trust Co | — | Reduce -8.6% | 328 | $9K |
| Bessemer Group Inc. | — | No change | 312 | $9K |
| Glen Eagle Advisors, LLC | — | Reduce -4.5% | 321 | $9K |
| Caldwell Trust Co | — | No change | 297 | $8K |
| UMB Bank, n.a. | — | No change | 295 | $8K |
| Geneos Wealth Management Inc. | — | Add +302.8% | 290 | $8K |
"% of holder's portfolio" is OXY.WS's weight in each manager's 13F, not the share of Occidental Petroleum-CW27 the manager owns.