Filing Research | OXY - OCCIDENTAL PETE CORP Institutional Holdings

Snapshot holdings

50 / 318 loaded

#		Instrument	quantity
1	SCHARF INVESTMENTS, LLC	Shares	3.2MSH	$154.8M
2	Assenagon Asset Management S.A.	Shares	1.7MSH	$82.7M
3	Adams Asset Advisors, LLC	Shares	1.7MSH	$80.1M
4	Swedbank AB	Shares	792.6KSH	$38.5M
5	Robeco Institutional Asset Management B.V.	Shares	500.1KSH	$24.3M
6	ADAMS NATURAL RESOURCES FUND, INC.	Shares	306.6KSH	$14.9M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	231.1KSH	$11.2M
8	FARMERS & MERCHANTS INVESTMENTS INC	Shares	227.2KSH	$11.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	220.2KSH	$10.7M
10	Czech National Bank	Shares	206.7KSH	$10.0M
11	Mirae Asset Global Investments Co., Ltd.	Shares	161.3KSH	$7.8M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	160.4KSH	$7.8M
13	Counterpoint Mutual Funds LLC	Shares	143.8KSH	$7.0M
14	IFM Investors Pty Ltd	Shares	137.9KSH	$6.7M
15	Mraz, Amerine & Associates, Inc.	Shares	134.5KSH	$6.5M
16	Oak Thistle LLC	Shares	123.8KSH	$6.0M
17	Asset Management Advisors, LLC	Shares	116.5KSH	$5.7M
18	QSM Asset Management Ltd	Shares	110.9KSH	$5.5M
19	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	110.5KSH	$5.4M
20	Guardian Wealth Management, Inc.	Shares	107.7KSH	$5.2M
21	Police & Firemen's Retirement System of New Jersey	Shares	107.0KSH	$5.2M
22	Corecam Pte. Ltd.	Shares	106.1KSH	$5.2M
23	Poehling Capital Management, INC.	Shares	99.4KSH	$4.8M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	78.1KSH	$3.8M
25	Morningstar Investment Management LLC	Shares	50.9KSH	$3.3M
26	Unison Advisors LLC	Shares	63.6KSH	$3.1M
27	Lincoln Capital LLC	Shares	63.2KSH	$3.1M
28	MIZUHO SECURITIES USA LLC	Shares	43.5KSH	$2.8M
29	Merit Financial Group, LLC	Shares	51.5KSH	$2.5M
30	Y-Intercept (Hong Kong) Ltd	Shares	48.0KSH	$2.3M
31	Chemistry Wealth Management LLC	Shares	46.9KSH	$2.3M
32	Sequoia Financial Advisors, LLC	Shares	46.4KSH	$2.3M
33	Corecam AG	Shares	45.8KSH	$2.2M
34	Intrinsic Value Partners, LLC	Shares	42.2KSH	$2.0M
35	Farther Finance Advisors, LLC	Shares	40.7KSH	$2.0M
36	HARTFORD INVESTMENT MANAGEMENT CO	Shares	40.0KSH	$1.9M
37	CUMBERLAND ADVISORS INC	Shares	39.0KSH	$1.9M
38	Louisiana State Employees Retirement System	Shares	37.1KSH	$1.8M
39	PensionDanmark Pensionsforsikringsaktieselskab	Shares	36.2KSH	$1.8M
40	Sivia Capital Partners, LLC	Shares	32.8KSH	$1.6M
41	Slocum, Gordon & Co LLP	Shares	32.3KSH	$1.6M
42	Lodestone Wealth Management LLC	Shares	31.4KSH	$1.5M
43	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	29.6KSH	$1.4M
44	Apollon Wealth Management, LLC	Shares	29.1KSH	$1.4M
45	Gradient Investments LLC	Shares	28.3KSH	$1.4M
46	INDEPENDENT FINANCIAL GROUP, LLC	Shares	27.9KSH	$1.4M
47	Portside Wealth Group, LLC	Shares	26.9KSH	$1.3M
48	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	26.6KSH	$1.3M
49	Mediolanum International Funds Ltd	Shares	26.1KSH	$1.3M
50	Walser Wealth Management Company, A Ltd Liability Co	Shares	26.3KSH	$1.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 365 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+1.3M	+$56.7M	$82.7M
2	Robeco Institutional Asset Management B.V. added	Shares	+371.6K	+$15.9M	$24.3M
3	Counterpoint Mutual Funds LLC new	Shares	+143.8K	+$7.0M	$7.0M
4	Corecam Pte. Ltd. new	Shares	+106.1K	+$5.2M	$5.2M
5	ADAMS NATURAL RESOURCES FUND, INC. added	Shares	+140.6K	+$4.1M	$14.9M
6	Oak Thistle LLC added	Shares	+94.0K	+$4.1M	$6.0M
7	Unison Advisors LLC new	Shares	+63.6K	+$3.1M	$3.1M
8	Y-Intercept (Hong Kong) Ltd new	Shares	+48.0K	+$2.3M	$2.3M
9	Corecam AG new	Shares	+45.8K	+$2.2M	$2.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+62.3K	+$1.3M	$10.7M
11	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+26.6K	+$1.3M	$1.3M
12	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+26.3K	+$1.3M	$1.3M
13	Certified Advisory Corp new	Shares	+18.1K	+$881.0K	$881.0K
14	Sunpointe, LLC new	Shares	+13.4K	+$648.5K	$648.5K
15	J.W. COLE ADVISORS, INC. new	Shares	+10.3K	+$499.8K	$499.8K
16	Unique Wealth Strategies, LLC new	Shares	+9.9K	+$481.7K	$481.7K
17	MISSION WEALTH MANAGEMENT, LP new	Shares	+9.3K	+$451.6K	$451.6K
18	NorthCrest Asset Manangement, LLC added	Shares	+9.5K	+$415.3K	$899.8K
19	Triumph Capital Management added	Shares	+8.0K	+$366.8K	$454.1K
20	Royal Fund Management, LLC added	Shares	+9.5K	+$365.6K	$744.7K
21	Arista Wealth Management, LLC new	Shares	+7.5K	+$364.9K	$364.9K
22	Perpetual Ltd added	Shares	+9.0K	+$349.7K	$703.9K
23	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+7.5K	+$329.2K	$477.1K
24	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+6.7K	+$326.5K	$326.5K
25	RIVERSEDGE ADVISORS, LLC new	Shares	+6.3K	+$307.5K	$307.5K
26	Confluence Wealth Services, Inc. new	Shares	+6.0K	+$290.9K	$290.9K
27	UNIQUE WEALTH, LLC new	Shares	+5.4K	+$263.1K	$263.1K
28	Platform Technology Partners new	Shares	+4.5K	+$217.0K	$217.0K
29	Bellecapital International Ltd. new	Shares	+3.9K	+$191.4K	$191.4K
30	Merit Financial Group, LLC added	Shares	+15.8K	+$178.7K	$2.5M
31	ASPIRIANT, LLC added	Shares	+4.2K	+$135.8K	$401.2K
32	Curated Wealth Partners LLC added	Shares	+61.1K	+$121.1K	$339.1K
33	PFG Investments, LLC added	Shares	+6.9K	+$106.7K	$1.0M
34	MILLER WEALTH ADVISORS, LLC added	Shares	+336	+$88.8K	$128.8K
35	Wedmont Private Capital added	Shares	+3.4K	+$66.6K	$1.0M
36	LRI Investments, LLC added	Shares	+1.1K	+$28.8K	$131.5K
37	True Wealth Design, LLC added	Shares	+1.1K	+$23.1K	$139.7K
38	KEB ASSET MANAGEMENT, LLC new	Shares	+434	+$21.1K	$21.1K
39	Main Street Group, LTD added	Shares	+650	+$17.4K	$73.5K
40	WEST PACES ADVISORS INC. new	Shares	+352	+$17.1K	$17.1K
41	MBL Wealth, LLC added	Shares	+1.7K	+$15.5K	$281.4K
42	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+276	+$13.4K	$13.4K
43	Fideuram Asset Management (Ireland) dac new	Shares	+192	+$12.1K	$12.1K
44	LifeSteps Financial, Inc. new	Shares	+239	+$11.6K	$11.6K
45	Advantage Trust Co new	Shares	+234	+$11.4K	$11.4K
46	Wealth Enhancement Trust Services, Inc. added	Shares	+544	+$7.8K	$81.5K
47	Union Bancaire Privee, UBP SA new	Shares	+96	+$4.7K	$4.7K
48	First City Capital Management, Inc. added	Shares	+1.2K	+$3.7K	$221.5K
49	Physician Wealth Advisors, Inc. added	Shares	+114	+$3.6K	$11.1K
50	Creative Capital Management Investments LLC added	Shares	+114	+$3.4K	$11.9K

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