Occidental Petroleum-CW27OXY.WSPreferred / convertible
13F holders, Q4 2025 (December 31)263holders +11
25new positions
25sold out
1famous investor
$19.27avg. 13F price*
At the end of Q4 2025, 263 institutions reported holding Occidental Petroleum-CW27 (OXY.WS) in their 13F filings, up 11 from Q3 2025. 25 opened new positions and 25 sold out. The largest holders were MFN Partners Management, LP ($109.6M), Philip James Wealth Mangement, LLC ($23.7M) and Susquehanna International Group, LLP ($10.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $601K |
| Exits | 25 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 72,984 shares bought and 529,101 shares sold, net −456,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| MFN Partners Management, LP | — | No change | 5,690,600 | $109.6M |
| Philip James Wealth Mangement, LLC | — | Reduce -3.7% | 1,230,875 | $23.7M |
| Susquehanna International Group, LLP | — | Reduce -2.2% | 556,914 | $10.7M |
| Adams Asset Advisors, LLC | — | No change | 468,312 | $9.0M |
| Skaana Management L.P. | — | Reduce -11.9% | 435,290 | $8.4M |
| OnyxPoint Global Management LP | — | Reduce -18.4% | 186,381 | $3.6M |
| Warberg Asset Management LLC | — | Reduce -63.3% | 164,918 | $3.2M |
| GoodHaven Capital Management, LLC | — | Add +1.0% | 154,697 | $3.0M |
| Smead Capital Management, Inc. | — | Reduce -0.6% | 153,047 | $2.9M |
| Pacific Heights Asset Management LLC | — | No change | 100,000 | $1.9M |
| Morgan Stanley | — | Add +16.1% | 88,322 | $1.7M |
| Bank of America Corp. | — | Reduce -5.2% | 83,620 | $1.6M |
| Aequim Alternative Investments LP | — | No change | 75,000 | $1.4M |
| Stifel Financial Corp. | — | Add +21.2% | 71,920 | $1.4M |
| SG Americas Securities, LLC | — | Add +0.9% | 56,450 | $1.1M |
| Mutual Advisors, LLC | — | Add +3.8% | 50,985 | $982K |
| Wells Fargo & Company | — | Reduce -5.8% | 44,568 | $859K |
| D. E. Shaw & Co. | — | No change | 39,904 | $769K |
| CSS LLC | — | Add +8.7% | 36,157 | $697K |
| Franklin Resources Inc. | — | Reduce -0.1% | 31,559 | $608K |
| Virtu Financial LLC | — | Add +30.7% | 26,907 | $518K |
| Barclays PLC | — | Reduce -0.9% | 25,403 | $489K |
| Raymond James Financial Inc. | — | Add +6.5% | 22,034 | $425K |
| Captrust Financial Advisors | — | Add +4.0% | 20,290 | $391K |
| LPL Financial LLC | — | Add +1.3% | 20,147 | $388K |
| UBS Group AG | — | Add +0.4% | 16,540 | $319K |
| Creative Planning | — | Reduce -21.6% | 16,364 | $315K |
| Envestnet Asset Management Inc. | — | Reduce -9.1% | 14,329 | $276K |
| Jane Street Group, LLC | — | New | 13,759 | $265K |
| AMG National Trust Bank | — | Add +0.5% | 13,444 | $259K |
| Sanctuary Advisors, LLC | — | Reduce -5.3% | 13,253 | $255K |
| HSBC Holdings PLC | — | Add +0.4% | 13,227 | $253K |
| Ameriprise Financial Inc. | — | Reduce -6.9% | 12,386 | $239K |
| IHT Wealth Management, LLC | — | Reduce -0.1% | 11,645 | $224K |
| Osaic Holdings, Inc. | — | Reduce -12.9% | 11,172 | $215K |
| Royal Bank of Canada | — | Reduce -2.9% | 10,973 | $211K |
| Commonwealth Equity Services, LLC | — | Reduce -30.6% | 10,718 | $206K |
| Elgethun Capital Management | — | New | 10,400 | $200K |
| Gabelli Funds LLC | — | No change | 10,004 | $193K |
| TD Capital Management LLC | — | Reduce -11.1% | 6,316 | $122K |
| Steward Partners Investment Advisory, LLC | — | Reduce -1.8% | 4,898 | $94K |
| Toronto Dominion Bank | — | No change | 5,013 | $90K |
| Kestra Advisory Services, LLC | — | New | 3,717 | $72K |
| Allworth Financial LP | — | Add +0.3% | 3,156 | $61K |
| Clearstead Advisors, LLC | — | Reduce -1.4% | 2,881 | $56K |
| Farther Finance Advisors, LLC | — | Add +0.1% | 2,865 | $55K |
| Cwm, LLC | — | Reduce -0.4% | 2,631 | $51K |
| CIBC Private Wealth Group LLC | — | Reduce -1.9% | 2,582 | $50K |
| Cardiff Park Advisors, LLC | — | No change | 2,572 | $50K |
| Northwestern Mutual Wealth Management Co. | — | Add +16.4% | 2,489 | $48K |
| PNC Financial Services Group, Inc. | — | Reduce -10.7% | 2,294 | $44K |
| US Bancorp \de | — | Reduce -7.0% | 2,158 | $42K |
| NewEdge Advisors, LLC | — | Reduce -3.0% | 2,143 | $41K |
| MAI Capital Management | — | Add +5.3% | 1,634 | $31K |
| Sawyer & Company, Inc | — | New | 1,437 | $28K |
| Bank of Montreal | — | Reduce -34.0% | 1,333 | $26K |
| Macquarie Group Ltd. | — | No change | 1,177 | $23K |
| Aptus Capital Advisors, LLC | — | Add +3.3% | 1,061 | $20K |
| Blair William & Co. | — | Add +4.8% | 855 | $16K |
| Parallel Advisors, LLC | — | No change | 790 | $15K |
| Comerica Bank | — | Reduce -0.5% | 771 | $15K |
| Rothschild Investment LLC | — | No change | 739 | $14K |
| American National Bank & Trust | — | No change | 696 | $13K |
| Eurizon Capital SGR S.p.A. | — | — | 683 | $13K |
| Motco | — | No change | 649 | $13K |
| O'shaughnessy Asset Management, LLC | — | Add +0.2% | 603 | $12K |
| BNP Paribas Financial Markets | — | Reduce -36.2% | 579 | $11K |
| Huntington National Bank | — | Add +5.2% | 506 | $10K |
| Farmers & Merchants Investments Inc. | — | No change | 424 | $8K |
| TD Private Client Wealth LLC | — | No change | 418 | $8K |
| Richards, Merrill & Peterson, Inc. | — | Add +32.3% | 406 | $8K |
| Federation des caisses Desjardins du Quebec | — | Reduce -10.7% | 386 | $7K |
| Jones Financial Companies LLLP | — | Reduce -71.6% | 382 | $7K |
| Brown Brothers Harriman & Co. | — | Reduce -0.5% | 369 | $7K |
| Tsfg, LLC | — | No change | 375 | $7K |
| Rexford Capital Inc. | — | Add +20.7% | 361 | $7K |
| Eastern Bank | — | No change | 347 | $7K |
| Triumph Capital Management | — | New | 342 | $7K |
| Private Trust Co. NA | — | No change | 337 | $6K |
| Wolverine Asset Management LLC | — | New | 336 | $6K |
| Coastline Trust Co | — | No change | 328 | $6K |
| Prosperity Bancshares Inc | — | — | 325 | $6K |
| Glen Eagle Advisors, LLC | — | Reduce -1.6% | 316 | $6K |
| UMB Bank, n.a. | — | Add +13.5% | 302 | $6K |
| Caldwell Trust Co | — | No change | 297 | $6K |
| TD Waterhouse Canada Inc. | — | Reduce -65.5% | 297 | $6K |
| Trust Co. of Toledo NA | — | No change | 295 | $6K |
| CENTRAL TRUST Co | — | Reduce -19.4% | 286 | $6K |
| Western Pacific Wealth Management, LP | — | No change | 283 | $5K |
| St Germain D J Co. Inc. | — | No change | 277 | $5K |
| Advocate Investing Services LLC | — | — | 277 | $5K |
| International Assets Investment Management, LLC | — | New | 261 | $5K |
| Tompkins Financial Corp. | — | No change | 234 | $5K |
| Montag A & Associates Inc. | — | No change | 235 | $5K |
| Blue Trust, Inc. | — | Add +4.5% | 209 | $4K |
| Bollard Group LLC | — | No change | 216 | $4K |
| Armstrong Advisory Group, Inc. | — | No change | 199 | $4K |
| JFS Wealth Advisors, LLC | — | No change | 197 | $4K |
| NBT Bank, N.A. | — | No change | 193 | $4K |
| Atlantic Union Bankshares Corp | — | No change | 188 | $4K |
"% of holder's portfolio" is OXY.WS's weight in each manager's 13F, not the share of Occidental Petroleum-CW27 the manager owns.