Occidental Petroleum-CW27OXY.WSPreferred / convertible
13F holders, Q3 2025 (September 30)252holders −10
21new positions
28sold out
1famous investor
$25.47avg. 13F price*
At the end of Q3 2025, 252 institutions reported holding Occidental Petroleum-CW27 (OXY.WS) in their 13F filings, down 10 from Q2 2025. 21 opened new positions and 28 sold out. The largest holders were MFN Partners Management, LP ($145.1M), Philip James Wealth Mangement, LLC ($32.6M) and Susquehanna International Group, LLP ($14.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $13.7M |
| Exits | 28 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 956,810 shares bought and 112,520 shares sold, net +844,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| MFN Partners Management, LP | — | No change | 5,690,600 | $145.1M |
| Philip James Wealth Mangement, LLC | — | Reduce -1.1% | 1,278,369 | $32.6M |
| Susquehanna International Group, LLP | — | Add +2.2% | 569,248 | $14.5M |
| Skaana Management L.P. | — | New | 493,967 | $12.6M |
| Adams Asset Advisors, LLC | — | No change | 468,312 | $11.9M |
| Warberg Asset Management LLC | — | Add +666.8% | 449,311 | $11.4M |
| OnyxPoint Global Management LP | — | Add +0.1% | 228,381 | $5.8M |
| Smead Capital Management, Inc. | — | No change | 153,969 | $3.9M |
| GoodHaven Capital Management, LLC | — | No change | 153,197 | $3.9M |
| Pacific Heights Asset Management LLC | — | No change | 100,000 | $2.5M |
| Bank of America Corp. | — | Reduce -2.2% | 88,174 | $2.2M |
| Morgan Stanley | — | Reduce -1.3% | 76,054 | $1.9M |
| Aequim Alternative Investments LP | — | Add +19.4% | 75,000 | $1.9M |
| Stifel Financial Corp. | — | Reduce -6.9% | 59,357 | $1.5M |
| SG Americas Securities, LLC | — | No change | 55,950 | $1.4M |
| Wells Fargo & Company | — | Add +0.1% | 47,306 | $1.2M |
| Mutual Advisors, LLC | — | Reduce -10.8% | 49,144 | $1.0M |
| D. E. Shaw & Co. | — | No change | 39,904 | $1.0M |
| CSS LLC | — | Add +4.0% | 33,262 | $848K |
| Franklin Resources Inc. | — | No change | 31,588 | $805K |
| Barclays PLC | — | No change | 25,624 | $653K |
| Yarbrough Capital, LLC | — | No change | 23,959 | $611K |
| Creative Planning | — | Add +0.8% | 20,866 | $532K |
| Raymond James Financial Inc. | — | Reduce -0.2% | 20,693 | $528K |
| Virtu Financial LLC | — | New | 20,586 | $525K |
| LPL Financial LLC | — | Add +3.4% | 19,897 | $507K |
| Captrust Financial Advisors | — | Add +0.1% | 19,500 | $497K |
| UBS Group AG | — | Reduce -5.4% | 16,475 | $420K |
| Envestnet Asset Management Inc. | — | Reduce -3.8% | 15,762 | $402K |
| Commonwealth Equity Services, LLC | — | Add +9.1% | 15,433 | $394K |
| Sanctuary Advisors, LLC | — | Add +4.7% | 13,998 | $357K |
| AMG National Trust Bank | — | Add +0.0% | 13,381 | $341K |
| Ameriprise Financial Inc. | — | Reduce -6.8% | 13,304 | $339K |
| Osaic Holdings, Inc. | — | Reduce -0.8% | 12,829 | $328K |
| HSBC Holdings PLC | — | Reduce -0.4% | 13,178 | $325K |
| IHT Wealth Management, LLC | — | Reduce -0.4% | 11,657 | $297K |
| Royal Bank of Canada | — | Reduce -1.2% | 11,296 | $289K |
| Pecaut & Co. | — | No change | 10,507 | $268K |
| Gabelli Funds LLC | — | No change | 10,004 | $255K |
| Investors Asset Management of Georgia Inc. /Ga/ | — | New | 8,435 | $215K |
| Cetera Investment Advisers | — | New | 8,072 | $206K |
| TD Capital Management LLC | — | No change | 7,101 | $181K |
| Toronto Dominion Bank | — | No change | 5,013 | $129K |
| Steward Partners Investment Advisory, LLC | — | Reduce -8.2% | 4,985 | $127K |
| Allworth Financial LP | — | No change | 3,147 | $80K |
| Clearstead Advisors, LLC | — | Reduce -0.2% | 2,921 | $74K |
| Farther Finance Advisors, LLC | — | Add +1.7% | 2,861 | $73K |
| CIBC Private Wealth Group LLC | — | Reduce -0.2% | 2,632 | $68K |
| Cwm, LLC | — | Add +2.6% | 2,641 | $67K |
| Cardiff Park Advisors, LLC | — | No change | 2,572 | $66K |
| PNC Financial Services Group, Inc. | — | Add +16.0% | 2,570 | $66K |
| US Bancorp \de | — | Add +14.3% | 2,321 | $59K |
| NewEdge Advisors, LLC | — | Add +1.2% | 2,210 | $56K |
| WealthShield Partners, LLC | — | New | 2,204 | $56K |
| Northwestern Mutual Wealth Management Co. | — | Reduce -7.0% | 2,139 | $55K |
| Bank of Montreal | — | Add +22.4% | 2,019 | $51K |
| MAI Capital Management | — | Reduce -0.2% | 1,552 | $40K |
| Jones Financial Companies LLLP | — | Add +9.5% | 1,345 | $34K |
| Macquarie Group Ltd. | — | No change | 1,177 | $30K |
| Advisory Services Network, LLC | — | New | 1,048 | $27K |
| Aptus Capital Advisors, LLC | — | Add +2.8% | 1,027 | $26K |
| BNP Paribas Financial Markets | — | No change | 908 | $23K |
| TD Waterhouse Canada Inc. | — | No change | 861 | $22K |
| Blair William & Co. | — | No change | 816 | $21K |
| Parallel Advisors, LLC | — | Add +18.8% | 790 | $20K |
| Comerica Bank | — | Reduce -2.5% | 775 | $20K |
| Rothschild Investment LLC | — | No change | 739 | $19K |
| American National Bank & Trust | — | No change | 696 | $18K |
| Motco | — | Reduce -0.6% | 649 | $17K |
| O'shaughnessy Asset Management, LLC | — | No change | 602 | $15K |
| Bokf, NA | — | No change | 543 | $14K |
| Wealthspire Advisors, LLC | — | New | 511 | $13K |
| Huntington National Bank | — | Add +8.3% | 481 | $12K |
| Federation des caisses Desjardins du Quebec | — | No change | 432 | $11K |
| Farmers & Merchants Investments Inc. | — | No change | 424 | $11K |
| TD Private Client Wealth LLC | — | Add +1.5% | 418 | $11K |
| Tsfg, LLC | — | No change | 375 | $10K |
| Brown Brothers Harriman & Co. | — | Reduce -55.5% | 371 | $9K |
| CENTRAL TRUST Co | — | Add +1.7% | 355 | $9K |
| GPS Wealth Strategies Group, LLC | — | No change | 354 | $9K |
| Eastern Bank | — | No change | 347 | $9K |
| Private Trust Co. NA | — | Add +2.4% | 337 | $9K |
| Coastline Trust Co | — | No change | 328 | $8K |
| Glen Eagle Advisors, LLC | — | No change | 321 | $8K |
| Richards, Merrill & Peterson, Inc. | — | Reduce -21.5% | 307 | $8K |
| Rexford Capital Inc. | — | Reduce -17.2% | 299 | $8K |
| Caldwell Trust Co | — | No change | 297 | $8K |
| Trust Co. of Toledo NA | — | No change | 295 | $8K |
| Principal Securities, Inc. | — | Add +6.2% | 290 | $7K |
| Register Financial Advisors LLC | — | No change | 286 | $7K |
| Western Pacific Wealth Management, LP | — | No change | 283 | $7K |
| St Germain D J Co. Inc. | — | No change | 277 | $7K |
| Hemington Wealth Management | — | No change | 290 | $7K |
| UMB Bank, n.a. | — | No change | 266 | $7K |
| CoreCap Advisors, LLC | — | No change | 251 | $6K |
| Tompkins Financial Corp. | — | No change | 234 | $6K |
| Bollard Group LLC | — | No change | 216 | $6K |
| Montag A & Associates Inc. | — | No change | 235 | $6K |
| Blue Trust, Inc. | — | No change | 200 | $5K |
| Armstrong Advisory Group, Inc. | — | No change | 199 | $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.