Occidental Petroleum-CW27OXY.WSPreferred / convertible
13F holders, Q2 2025 (June 30)262holders −8
23new positions
36sold out
1famous investor
$20.72avg. 13F price*
At the end of Q2 2025, 262 institutions reported holding Occidental Petroleum-CW27 (OXY.WS) in their 13F filings, down 8 from Q1 2025. 23 opened new positions and 36 sold out. The largest holders were MFN Partners Management, LP ($117.9M), Philip James Wealth Mangement, LLC ($26.8M) and Susquehanna International Group, LLP ($11.5M). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).
- Company
- Occidental Petroleum-CW27
- CUSIP
- 674599162
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $3.8M |
| Exits | 36 | $127.3M |
All 13F filers, Q1 2025 → Q2 2025: 247,949 shares bought and 4,712,025 shares sold, net −4,464,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| MFN Partners Management, LP | — | No change | 5,690,600 | $117.9M |
| Philip James Wealth Mangement, LLC | — | Add +4.1% | 1,292,759 | $26.8M |
| Susquehanna International Group, LLP | — | No change | 556,894 | $11.5M |
| Adams Asset Advisors, LLC | — | No change | 468,312 | $9.7M |
| OnyxPoint Global Management LP | — | Reduce -1.6% | 228,175 | $4.7M |
| Smead Capital Management, Inc. | — | Reduce -0.5% | 153,969 | $3.2M |
| GoodHaven Capital Management, LLC | — | Add +0.7% | 153,197 | $3.2M |
| Pacific Heights Asset Management LLC | — | No change | 100,000 | $2.1M |
| Bank of America Corp. | — | Reduce -6.8% | 90,198 | $1.9M |
| Morgan Stanley | — | Reduce -2.3% | 77,042 | $1.6M |
| Stifel Financial Corp. | — | Reduce -11.2% | 63,754 | $1.3M |
| Aequim Alternative Investments LP | — | New | 62,810 | $1.3M |
| Mutual Advisors, LLC | — | Reduce -2.0% | 55,120 | $1.3M |
| Warberg Asset Management LLC | — | New | 58,599 | $1.2M |
| SG Americas Securities, LLC | — | No change | 55,950 | $1.2M |
| Wells Fargo & Company | — | Reduce -4.3% | 47,236 | $978K |
| D. E. Shaw & Co. | — | No change | 39,904 | $826K |
| Sculptor Capital LP | — | New | 38,072 | $787K |
| CSS LLC | — | Reduce -9.3% | 31,991 | $663K |
| Franklin Resources Inc. | — | No change | 31,588 | $654K |
| Barclays PLC | — | Reduce -9.3% | 25,624 | $531K |
| Yarbrough Capital, LLC | — | No change | 23,959 | $496K |
| Bluefin Capital Management, LLC | — | New | 21,864 | $453K |
| Raymond James Financial Inc. | — | Reduce -35.9% | 20,735 | $429K |
| Creative Planning | — | Reduce -0.8% | 20,703 | $429K |
| Captrust Financial Advisors | — | Add +6.6% | 19,472 | $403K |
| LPL Financial LLC | — | Add +8.4% | 19,246 | $399K |
| UBS Group AG | — | Reduce -63.8% | 17,416 | $361K |
| Envestnet Asset Management Inc. | — | Reduce -3.6% | 16,380 | $339K |
| Ameriprise Financial Inc. | — | Reduce -5.2% | 14,273 | $296K |
| Commonwealth Equity Services, LLC | — | Reduce -12.6% | 14,145 | $293K |
| HSBC Holdings PLC | — | Reduce -0.1% | 13,227 | $277K |
| AMG National Trust Bank | — | Add +4.2% | 13,377 | $277K |
| Sanctuary Advisors, LLC | — | Reduce -4.7% | 13,366 | $277K |
| Osaic Holdings, Inc. | — | Add +23.5% | 12,929 | $269K |
| Royal Bank of Canada | — | Reduce -18.6% | 11,428 | $243K |
| IHT Wealth Management, LLC | — | No change | 11,709 | $242K |
| Clifford Swan Investment Counsel LLC | — | Reduce -39.0% | 10,924 | $226K |
| Pecaut & Co. | — | Reduce -8.8% | 10,507 | $218K |
| Gabelli Funds LLC | — | Reduce -38.5% | 10,004 | $207K |
| TD Capital Management LLC | — | No change | 7,101 | $147K |
| Steward Partners Investment Advisory, LLC | — | Reduce -17.0% | 5,431 | $112K |
| Toronto Dominion Bank | — | No change | 5,013 | $105K |
| SouthState Bank Corp | — | Add +5782.4% | 5,000 | $104K |
| Allworth Financial LP | — | Reduce -3.1% | 3,147 | $65K |
| Clearstead Advisors, LLC | — | Reduce -0.1% | 2,927 | $61K |
| Farther Finance Advisors, LLC | — | Reduce -0.4% | 2,814 | $58K |
| CIBC Private Wealth Group LLC | — | No change | 2,638 | $55K |
| Cardiff Park Advisors, LLC | — | Reduce -4.6% | 2,572 | $53K |
| Cwm, LLC | — | Add +4.3% | 2,575 | $53K |
| Northwestern Mutual Wealth Management Co. | — | Add +4.3% | 2,301 | $48K |
| PNC Financial Services Group, Inc. | — | Reduce -80.4% | 2,216 | $46K |
| NewEdge Advisors, LLC | — | Reduce -0.8% | 2,184 | $45K |
| US Bancorp \de | — | Reduce -2.2% | 2,031 | $42K |
| Sawyer & Company, Inc | — | Reduce -10.9% | 1,324 | $35K |
| Bank of Montreal | — | Add +10.7% | 1,650 | $34K |
| MAI Capital Management | — | Reduce -4.6% | 1,555 | $32K |
| Jones Financial Companies LLLP | — | Reduce -2.7% | 1,228 | $26K |
| Macquarie Group Ltd. | — | No change | 1,177 | $24K |
| Aptus Capital Advisors, LLC | — | Add +296.4% | 999 | $21K |
| BNP Paribas Financial Markets | — | No change | 908 | $19K |
| TD Waterhouse Canada Inc. | — | No change | 861 | $18K |
| Brown Brothers Harriman & Co. | — | Add +86.8% | 833 | $17K |
| Blair William & Co. | — | Reduce -0.2% | 816 | $17K |
| Comerica Bank | — | Reduce -2.2% | 795 | $16K |
| Rothschild Investment LLC | — | No change | 739 | $15K |
| Motco | — | No change | 653 | $14K |
| American National Bank & Trust | — | New | 696 | $14K |
| Parallel Advisors, LLC | — | Reduce -0.3% | 665 | $14K |
| O'shaughnessy Asset Management, LLC | — | Add +4.2% | 602 | $12K |
| Bokf, NA | — | No change | 543 | $11K |
| Kiker Wealth Management, LLC | — | No change | 478 | $10K |
| Huntington National Bank | — | Reduce -1.8% | 444 | $9K |
| Federation des caisses Desjardins du Quebec | — | No change | 432 | $9K |
| Farmers & Merchants Investments Inc. | — | Reduce -61.9% | 424 | $9K |
| TD Private Client Wealth LLC | — | No change | 412 | $9K |
| Richards, Merrill & Peterson, Inc. | — | No change | 391 | $8K |
| Tsfg, LLC | — | No change | 375 | $8K |
| Larson Financial Group LLC | — | Add +1645.5% | 384 | $8K |
| Rexford Capital Inc. | — | — | 361 | $7K |
| GPS Wealth Strategies Group, LLC | — | No change | 354 | $7K |
| CENTRAL TRUST Co | — | No change | 349 | $7K |
| Eastern Bank | — | No change | 347 | $7K |
| Private Trust Co. NA | — | No change | 329 | $7K |
| Coastline Trust Co | — | No change | 328 | $7K |
| Glen Eagle Advisors, LLC | — | No change | 321 | $7K |
| Caldwell Trust Co | — | No change | 297 | $6K |
| Geneos Wealth Management Inc. | — | Add +2.4% | 297 | $6K |
| Trust Co. of Toledo NA | — | New | 295 | $6K |
| Hemington Wealth Management | — | No change | 290 | $6K |
| Register Financial Advisors LLC | — | No change | 286 | $6K |
| Western Pacific Wealth Management, LP | — | No change | 283 | $6K |
| Ameritas Advisory Services, LLC | — | New | 278 | $6K |
| St Germain D J Co. Inc. | — | No change | 277 | $6K |
| Principal Securities, Inc. | — | Add +17.7% | 273 | $6K |
| UMB Bank, n.a. | — | Reduce -9.8% | 266 | $6K |
| Archer Investment Corp | — | New | 252 | $5K |
| CoreCap Advisors, LLC | — | No change | 251 | $5K |
| Montag A & Associates Inc. | — | No change | 235 | $5K |
| Tompkins Financial Corp. | — | No change | 234 | $5K |
"% of holder's portfolio" is OXY.WS's weight in each manager's 13F, not the share of Occidental Petroleum-CW27 the manager owns.