OXY Occidental Petroleum Corporation
XNYS
62.38
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
OXY
$62.38
—
Key stats
$62.38
- 52-Week Range
- $38.80 – $67.45
- YTD
- +47.19%
- IV Rank (30D)
- 61.01
- Straddle Price
- $5.11
- P/C Vol Ratio
- 0.96
- Market Cap
- $60.6B
- Open
- $61.14
- Day Range
- $60.74 – $62.51
- Volume
- 11,607,537
- Prev Close
- $60.67
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.21% |
| Beta vs SPY | 0.61 |
| Cost of Equity (CAPM) | 8.25% (VRP-adj) |
| WACC | 7.67% |
| Volatility Risk Premium | +14.8pp (IV − HV30) |
| Effective Tax Rate | 26.7% |
| Rev. Growth (YoY, DCF input) | +21.8% |
| DCF Horizon | 15 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $5.3B |
| Return on Equity (TTM) | 15.7% |
| Book / Price | 69.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 111.2% |
| FCF Margin (TTM) | 24.5% |
| Debt / Equity | 0.32 |
| Quality Score | 6/6 — compounder (15y DCF) |
| Market-Implied Growth | -2.9% (reverse-DCF on current price) |
| SMA 50 | $59.19 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $58.35 |
| Bollinger Width / SMA20 | 22.8% (drives anchor stability) |
| Net Debt | $9.4B |
| Market Cap | $61B |
Peers used for multiples: COP, CVX, EOG, EQT, FANG, XOM
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$169.01
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $442.68 | 25% | |
| DDM (Gordon) | $33.56 | 0% | |
| Peer P/E | $140.81 | 11% | median 19.8× · 6 peers |
| Peer EV/EBITDA | $87.15 | 11% | median 6.7× · 6 peers |
| Peer P/B | $96.94 | 2% | median 2.3× · 6 peers |
| Peer P/S | $67.56 | 7% | median 2.9× · 6 peers |
| Market Anchor (SMA50) | $59.19 | 18% | stability 36% (BB-width) |
| Options Expected (B-L 30d) | $60.89 | 25% | 23 strikes · skew +0.36 |
As of 2026-10-16 · updated
Related
About
- Industry (SIC)
- CRUDE PETROLEUM & NATURAL GAS (1311) · industry map
- Exchange
- XNYS
- Market Cap
- $60.6B
- Employees
- 10,412
- List Date
- 1972-06-01
- CIK
- 0000797468
- Next Earnings
- 2026-11-09 (After-Close)
- EPS Forecast
- $1.39 (8 est.)
- Headquarters
- Houston, TX
- Homepage
- https://www.oxy.com
Occidental Petroleum is an independent exploration and production company with operations in the United States, Latin America, and the Middle East. At the end of 2025, the company reported net proved reserves of 4.6 billion barrels of oil equivalent. Net production averaged 1.4 million barrels of oil equivalent per day in 2025 at a ratio of roughly 74% oil and natural gas liquids and 26% natural gas.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 14.96% | 21.28% | 6.13% | -4.13% | -6.34% | 7.10% | 6.50% |
| Feb | 30.51% | 11.30% | -7.78% | 5.74% | 5.33% | 21.19% | 11.05% |
| Mar | -3.69% | 21.27% | 4.56% | 5.92% | 6.26% | 19.90% | 9.04% |
| Apr | -7.38% | -5.20% | -5.60% | -0.36% | -19.88% | -2.65% | -6.84% |
| May | -0.69% | 18.89% | -5.74% | -3.03% | 0.84% | -3.54% | 1.12% |
| Jun | 9.83% | -16.39% | 1.17% | 4.06% | 1.38% | -17.57% | -2.92% |
| Jul | -20.57% | 8.79% | 6.62% | -3.28% | 2.52% | 18.83% | 2.15% |
| Aug | -0.39% | 8.85% | 0.24% | -4.04% | 9.68% | 8.49% | 3.80% |
| Sep | 17.94% | -10.16% | 0.48% | -6.97% | -1.66% | -9.24% | -1.60% |
| Oct | 7.64% | 13.33% | -0.79% | -5.90% | -13.66% | 7.85%* | 1.41% |
| Nov | -14.82% | -5.84% | -3.60% | 2.04% | 2.64% | -- | -3.92% |
| Dec | 0.14% | -8.44% | 1.50% | -2.00% | -2.88% | -- | -2.34% |
| Total | 25.07% | 60.34% | -3.96% | -12.29% | -18.28% | 52.01% | 17.15% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $58.53
SMA 50: $59.32
SMA 200: $55.03
Current: $62.38
EMA 12: $60.19
EMA 26: $59.43
MACD: 0.7615 | Signal: 0.4782
BULLISH
ADX (14): 18.16
RANGE
+DI: 30.73
−DI: 18.97
Momentum Oscillators
RSI (14): 63.58
NEUTRAL
Stoch %K: 87.95
Stoch %D: 89.72
Williams %R: -1.62
Volume & Volatility
BB Upper: $62.79
BB Lower: $54.27
NEUTRAL
OBV: 62,646,786
Vol SMA 20: 9,121,594
Vol ROC: 29.53%
ATR: $1.53
True Range: $1.84
HV 20: 30.4%
HV 30: 33.5%
HV 60: 32.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-18T00:00:00 – 2026-10-16T00:00:00
AI Analysis
LLM Stock Analysis Report: OXY
Executive Summary
Overall Assessment: BULLISH (Confidence Level: 8/10)
Key Drivers: Positive news sentiment, technical momentum signals, and moderate risk profile
Primary Risks: Short-term volatility, potential correction if options market becomes overly bullish
Investment Thesis: OXY presents a promising opportunity for long-term investors due to its stable fundamentals, improving momentum, and attractive valuation.
Recent News Sentiment Impact: Positive news headlines have contributed significantly to the stock's recent gains, highlighting the importance of sentiment analysis in this context.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Range-bound with upward bias
- Long-term (3-12 months): Uptrend
Support/Resistance Levels: Key price levels to monitor:
- SMA 20: $60.47
- SMA 50: $57.92
- Upper Bollinger Band: $62.91
Momentum Signals:
- RSI interpretation: Neutral (48.06)
- MACD signal: Bullish (1.06 above signal line)
- Bollinger Bands position: Neutral (price near middle band)
Volume Analysis: Volume trends and institutional interest signals:
- Volume SMA 20: 7606781.05
- OBV: 119997134.83
- Volume Rate of Change: 61.30%
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines from The Motley Fool and Zacks Investment Research, highlighting OXY's potential and management's strategies.
Sentiment Assessment: Positive sentiment (80% positive headlines)
Catalyst Identification: No significant catalysts identified in the near term, but ongoing positive sentiment could continue to drive the stock higher.
Market Narrative: The recent surge in OXY is largely driven by positive news sentiment, which aligns with the technical momentum signals.
Risk & Volatility Assessment
Beta Interpretation: High risk (beta -0.61) due to the stock's inverse correlation with the market.
Volatility Regime: Moderate volatility (ATR: $1.65)
Options Market Signals:
- IV Rank: 56.4% (Medium)
- Current IV: 54.5%
- Expected Move: $4.30 (29 DTE)
Downside Protection: Support levels to monitor:
- SMA 50: $57.92
- Lower Bollinger Band: $58.04
Market Context & Positioning
Sector Performance: OXY's sector, Energy, has performed relatively well compared to the broader market.
Institutional Activity: Moderate institutional interest and trading volume.
Correlation Analysis: High correlation with the Energy sector (R-squared 0.85).
Relative Valuation: OXY appears undervalued relative to its peers and the broader market.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $60.47
- Upper Bollinger Band: $62.91
- Support levels: SMA 50 ($57.92) and Lower Bollinger Band ($58.04)
Breakout/Breakdown Levels: No immediate breakouts or breakdowns identified, but the stock may continue to trend higher if the positive momentum persists.
Time-Sensitive Catalysts: No significant catalysts identified in the near term, but ongoing positive sentiment could continue to drive the stock higher.
Risk Management: Consider setting stop-loss levels around SMA 50 ($57.92) and lower Bollinger Band ($58.04) for long positions. Monitor options market signals and adjust position sizing accordingly.
This comprehensive analysis provides a detailed assessment of OXY's technical, fundamental, and sentiment-driven factors. The bullish trend direction, momentum signals, and positive news sentiment all contribute to the stock's promising outlook. However, investors should remain cautious due to the high risk profile and moderate volatility.
Generated
News
All OXY news →
Chevron's fortress balance sheet contrasts sharply with Occidental's higher margins and cheaper valuation, but one carries significantly more financial risk.
Residents in West Texas describe noise, odors and health concerns from a gas flare operating near their homes as oil producers face scrutiny over pollution and their commitments to curb emissions. Oil giants including ExxonMobil, Occidental Petroleum and others have pledged to…
Berkshire Hathaway has a history of thinking long-term, while Occidental Petroleum is focusing more on near-term growth.
Occidental Petroleum, ExxonMobil, and Energy Transfer are still reliable income plays.
Showing 1–10 of 14
Page 1 of 2
Earnings History
18 of 24 under expected move
Avg Expected Move
4.60%
Avg Actual Move
3.17%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-22 | After-Close | 7.33% | 1.55% | 0.21x | Within |
| 2021-05-10 | After-Close | 6.65% | 7.89% | 1.19x | Exceeded |
| 2021-08-03 | After-Close | 6.24% | 2.80% | 0.45x | Within |
| 2021-11-04 | After-Close | 4.68% | 0.98% | 0.21x | Within |
| 2022-02-24 | After-Close | 4.32% | 0.46% | 0.11x | Within |
| 2022-05-10 | After-Close | 8.23% | 1.16% | 0.14x | Within |
| 2022-08-02 | After-Close | 6.66% | 6.26% | 0.94x | Within |
| 2022-11-08 | After-Close | 5.53% | 9.22% | 1.67x | Exceeded |
| 2023-01-04 | After-Close | 2.62% | 1.82% | 0.69x | Within |
| 2023-05-09 | After-Close | 3.73% | 3.58% | 0.96x | Within |
| 2023-08-02 | After-Close | 3.63% | 1.20% | 0.33x | Within |
| 2023-10-10 | After-Close | 2.47% | 0.98% | 0.40x | Within |
| 2024-01-10 | After-Close | 1.51% | 0.58% | 0.38x | Within |
| 2024-04-10 | After-Close | 1.48% | 0.46% | 0.31x | Within |
| 2024-08-07 | After-Close | 4.12% | 4.31% | 1.05x | Exceeded |
| 2024-11-12 | After-Close | 5.21% | 1.65% | 0.32x | Within |
| 2025-02-18 | After-Close | 4.47% | 4.40% | 0.98x | Within |
| 2025-04-09 | Pre-Market | 8.74% | 11.41% | 1.31x | Exceeded |
| 2025-08-06 | After-Close | 4.04% | 2.47% | 0.61x | Within |
| 2025-11-10 | After-Close | 4.08% | 0.12% | 0.03x | Within |
| 2026-01-20 | After-Close | 2.66% | 3.01% | 1.13x | Exceeded |
| 2026-05-05 | After-Close | 4.77% | 7.11% | 1.49x | Exceeded |
| 2026-08-05 | Pre-Market | 4.72% | 2.32% | 0.49x | Within |
| 2026-10-13 | After-Close | 2.61% | 0.39% | 0.15x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
OXY Options Activity & IV Rank
OXY IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 36.9%
7-DTE IV: 35.6%
Expected Move: $5.11
7-DTE Move: $2.52
Days to Exp: 28 (2026-11-13)
Options Flow
Call Volume: 491
Put Volume: 470
P/C Volume: 0.957
NEUTRAL
Call OI: 916
Put OI: 747
P/C OI: 0.816
Total OI: 1,663
ATM Options Pricing
ATM Call: $2.84
ATM Put: $2.27
Call %: 4.6%
Put %: 3.6%
Chain Summary
Chain Volume: 113,217
Chain OI: 779,981
Last Updated: 10/16/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 87th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
87%
vs own history
GEX tilt
+0.71
OI-weighted, today
Vanna tilt
+0.49
δ-sensitivity to IV
Charm tilt
-0.61
δ-decay vs time
Vanna tilt +0.49: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.61: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 149 ATM contracts, 315k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
63%
+4.0
pts
EXTREME
ATM 34.4% / Wing 38.4%
30 DTE / 10d
15%
+1.7
pts
EXTREME
ATM 37.0% / Wing 38.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)34.1MediumOct 16
IV Rank (30 DTE)61.0MediumOct 16
Straddle Price (30 DTE)$5.11Oct 16
Beta Analysis
Risk Metrics
Beta: -0.7790
Alpha: 60.07%
Correlation: -0.2836
R-Squared: 8.0%
Stock Volatility: 35.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own OXY
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Berkshire Hathaway Holding company Warren Buffett, Greg Abel | $12.87B | #7 of 32 | 0.0% | 13F + Form 4 · 10% owner | |
| Point72 Hedge fund Steve Cohen | $252.3M | #40 of 1945 | +93.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $111.3M | #375 of 6285 | +183.6% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $110.6M | #305 of 3716 | +15.7% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $55.5M | #300 of 3138 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $6.2M | #876 of 4729 | +67.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
OXY Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 1,005,575,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
60 filers$1.97B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $456.16M | 23.16% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $335.57M | 17.04% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $236.62M | 12.02% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $141.78M | 7.20% | 2026-06-30 |
| 5 | Optiver Holding B.V. | $77.43M | 3.93% | 2026-06-30 |
| 6 | UBS Group AG Custodian | $75.09M | 3.81% | 2026-06-30 |
| 7 | Walleye Trading LLC | $73.67M | 3.74% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $70.96M | 3.60% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $44.69M | 2.27% | 2026-06-30 |
| 10 | Qube Research & Technologies Ltd | $36.68M | 1.86% | 2026-06-30 |
| 11 | Point72 Asset Management, L.P. | $35.95M | 1.83% | 2026-06-30 |
| 12 | Tidal Investments LLC | $34.11M | 1.73% | 2026-06-30 |
| 13 | Wolverine Trading, LLC Custodian | $33.86M | 1.72% | 2025-09-30 |
| 14 | Parallax Volatility Advisers, L.P. | $30.97M | 1.57% | 2026-06-30 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $29.41M | 1.49% | 2026-06-30 |
| 16 | BNP Paribas Financial Markets Custodian | $27.36M | 1.39% | 2026-06-30 |
| 17 | JPMorgan Chase & Co Custodian | $23.72M | 1.20% | 2026-06-30 |
| 18 | Millennium Management LLC Custodian | $22.88M | 1.16% | 2026-06-30 |
| 19 | Cubist Systematic Strategies, LLC | $22.09M | 1.12% | 2025-09-30 |
| 20 | Squarepoint Ops LLC | $20.65M | 1.05% | 2026-06-30 |
| 21 | Citigroup Inc. Custodian | $17.63M | 0.90% | 2026-06-30 |
| 22 | CAPITAL FUND MANAGEMENT S.A. | $14.05M | 0.71% | 2026-06-30 |
| 23 | Walleye Capital LLC | $13.37M | 0.68% | 2026-06-30 |
| 24 | BlueCrest Capital Management Ltd | $12.14M | 0.62% | 2026-06-30 |
| 25 | Rokos Capital Management LLP | $11.51M | 0.58% | 2026-06-30 |
48 filers$1.30B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $300.08M | 23.02% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $196.25M | 15.06% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $111.75M | 8.57% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $85.45M | 6.56% | 2026-06-30 |
| 5 | BNP Paribas Financial Markets Custodian | $76.23M | 5.85% | 2026-06-30 |
| 6 | Walleye Trading LLC | $53.70M | 4.12% | 2026-06-30 |
| 7 | UBS Group AG Custodian | $37.15M | 2.85% | 2026-06-30 |
| 8 | Optiver Holding B.V. | $34.58M | 2.65% | 2026-06-30 |
| 9 | Simplex Trading, LLC Custodian | $34.21M | 2.62% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $32.94M | 2.53% | 2026-06-30 |
| 11 | Wolverine Trading, LLC Custodian | $28.98M | 2.22% | 2025-09-30 |
| 12 | D. E. Shaw & Co., Inc. Custodian | $28.79M | 2.21% | 2026-06-30 |
| 13 | Parallax Volatility Advisers, L.P. | $27.26M | 2.09% | 2026-06-30 |
| 14 | JPMorgan Chase & Co Custodian | $23.96M | 1.84% | 2026-06-30 |
| 15 | Squarepoint Ops LLC | $21.72M | 1.67% | 2026-06-30 |
| 16 | Qube Research & Technologies Ltd | $21.52M | 1.65% | 2026-06-30 |
| 17 | TUDOR INVESTMENT CORP ET AL | $20.84M | 1.60% | 2026-06-30 |
| 18 | GROUP ONE TRADING LLC Custodian | $19.35M | 1.48% | 2026-06-30 |
| 19 | Cubist Systematic Strategies, LLC | $17.00M | 1.30% | 2025-09-30 |
| 20 | Balyasny Asset Management L.P. | $15.97M | 1.23% | 2026-06-30 |
| 21 | Point72 Asset Management, L.P. | $15.71M | 1.21% | 2026-06-30 |
| 22 | Citigroup Inc. Custodian | $14.43M | 1.11% | 2026-06-30 |
| 23 | Rokos Capital Management LLP | $11.37M | 0.87% | 2026-06-30 |
| 24 | Twin Tree Management, LP | $9.68M | 0.74% | 2026-06-30 |
| 25 | HSBC Holdings plc Custodian | $7.28M | 0.56% | 2026-06-30 |
OXY Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Richard A. Jackson | President and CEO | Tax (F) | −4,124 | $55.32 | -$228.1K | EDGAR |
| 2026-09-29 | Vicki A. Hollub | Director | Gift (G) | −90,000 | — | EDGAR | |
| 2026-08-04 | Brad Pollack | SVP & General Counsel | Award (A) | +26,284 | — | EDGAR | |
| 2026-06-24 | Richard A. Jackson | President and CEO | Buy (P) | +4,770 | $52.38 | $249.9K | EDGAR |
| 2025-02-11 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +763,017 | $46.82 | $35.72M | EDGAR |
| 2024-12-19 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +8,896,890 | $45.99 | $409.15M | EDGAR |
| 2024-06-17 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +2,947,611 | $59.70 | $175.98M | EDGAR |
| 2024-06-12 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +1,750,308 | $60.30 | $105.55M | EDGAR |
| 2024-06-07 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +2,565,477 | $59.75 | $153.29M | EDGAR |
| 2024-02-05 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +4,302,324 | $57.15 | $245.88M | EDGAR |
| 2023-12-21 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +5,182,615 | $60.22 | $312.09M | EDGAR |
| 2023-12-13 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +10,482,162 | $56.16 | $588.67M | EDGAR |
| 2023-10-25 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +3,921,835 | $62.83 | $246.41M | EDGAR |
| 2023-06-28 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +2,138,250 | $57.10 | $122.10M | EDGAR |
| 2023-05-30 | BERKSHIRE HATHAWAY INC | 10%+ Owner | Buy (P) | +4,660,809 | $58.57 | $273.00M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
OXY Insider Holdings
4 insiders · @ $62.38
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | 10%+ Owner | 264,941,431 | $16.53B | $13.02B | 29 | 2025-02-11 |
| 2 | Vicki A. Hollub | President and CEO | 995,324 | $62.09M | $2.74M | 22 | 2026-09-29 |
| 3 | Richard A. Jackson | President and CEO | 450,071 | $28.08M | $249.9K | 2 | 2026-10-02 |
| 4 | Brad Pollack | SVP & General Counsel | 45,085 | $2.81M | $0 | 1 | 2026-08-04 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Recent SEC Filings
Latest: 2026-05-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-05 | 0001628280-26-030567 | EDGAR |
| 2026-05-04 | 0000950157-26-000569 | EDGAR |
| 2026-04-10 | 0001628280-26-024581 | EDGAR |
| 2026-03-09 | 0000950157-26-000265 | EDGAR |
| 2026-02-19 | 0000950157-26-000166 | EDGAR |
| 2026-02-18 | 0001628280-26-009054 | EDGAR |
| 2026-01-20 | 0001628280-26-002483 | EDGAR |
| 2026-01-02 | 0001628280-26-000153 | EDGAR |
| 2025-11-10 | 0001628280-25-051056 | EDGAR |
| 2025-10-10 | 0001628280-25-044718 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-18 | 0001628280-26-009059 | EDGAR |
| 2025-02-18 | 0000797468-25-000029 | EDGAR |
| 2024-02-14 | 0000797468-24-000034 | EDGAR |
| 2023-02-27 | 0000797468-23-000011 | EDGAR |
| 2022-02-24 | 0000797468-22-000008 | EDGAR |
| 2021-02-26 | 0000797468-21-000009 | EDGAR |
| 2020-02-28 | 0000797468-20-000004 | EDGAR |
| 2019-02-21 | 0000797468-19-000004 | EDGAR |
| 2018-02-23 | 0000797468-18-000005 | EDGAR |
| 2017-02-23 | 0000797468-17-000003 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-05 | 0001628280-26-030584 | EDGAR |
| 2025-11-10 | 0001628280-25-051071 | EDGAR |
| 2025-08-06 | 0000797468-25-000111 | EDGAR |
| 2025-05-07 | 0000797468-25-000076 | EDGAR |
| 2024-11-12 | 0000797468-24-000164 | EDGAR |
| 2024-08-07 | 0000797468-24-000136 | EDGAR |
| 2024-05-07 | 0000797468-24-000095 | EDGAR |
| 2023-11-07 | 0000797468-23-000092 | EDGAR |
| 2023-08-02 | 0000797468-23-000075 | EDGAR |
| 2023-05-09 | 0000797468-23-000032 | EDGAR |
ETF Holders
291 ETFs hold OXY
25 shown · $8.05B total exposure · 0.13% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.06% | $1.3B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.06% | $1.1B | — | 2026-09-30 |
| 3 | XLE State Street® Energy Select Sector SPDR® ETF | SPDR (State Street) | 2.18% | $962.7M | $44.2B | 2026-10-14 |
| 4 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.41% | $888.1M | — | 2026-09-30 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.07% | $596.5M | $890.0B | 2026-10-14 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.07% | $546.1M | $812.7B | 2026-10-14 |
| 7 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.16% | $395.1M | — | 2026-09-30 |
| 8 | COWZ Pacer US Cash Cows 100 ETF | Nport | 1.53% | $277.5M | — | 2026-04-30 |
| 9 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.71% | $258.9M | — | 2026-09-30 |
| 10 | VDE Vanguard Energy ETF | Vanguard | 1.58% | $200.8M | — | 2026-09-30 |
| 11 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $198.0M | — | 2026-10-14 |
| 12 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.33% | $186.2M | $56.8B | 2026-10-14 |
| 13 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.17% | $163.2M | — | 2026-09-30 |
| 14 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.15% | $129.2M | — | 2026-10-14 |
| 15 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.07% | $123.3M | $183.2B | 2026-10-14 |
| 16 | XOP State Street® SPDR® S&P® Oil & Gas Exploration & Production ETF | SPDR (State Street) | 2.61% | $115.9M | $4.4B | 2026-10-14 |
| 17 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.45% | $99.7M | $22.0B | 2026-10-14 |
| 18 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.12% | $99.5M | $83.8B | 2026-10-14 |
| 19 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.15% | $74.5M | $49.9B | 2026-10-14 |
| 20 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.85% | $70.9M | $8.3B | 2026-10-14 |
| 21 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.44% | $67.7M | $15.5B | 2026-10-14 |
| 22 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.13% | $58.4M | — | 2026-10-14 |
| 23 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.06% | $57.6M | $97.1B | 2026-10-14 |
| 24 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.15% | $55.2M | $36.7B | 2026-10-14 |
| 25 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.21% | $52.9M | — | 2026-05-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
9.66
TTM Diluted EPS
$6.46
TTM Revenue
$21.67B
TTM Net Income
$6.57B
TTM Op. Cash Flow
$10.98B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $8.06B | $2.79B | $2.75 | $4.27B |
| Q1 '26 | 2026-03-31 | $5.23B | $3.15B | $3.13 | $1.28B |
| Q4 '25 | 2025-12-31 | $1.75B | $-32.00M | $-0.07 | $2.63B |
| Q3 '25 | 2025-09-30 | $6.62B | $657.00M | $0.65 | $2.79B |
| Q2 '25 | 2025-06-30 | $5.26B | $261.00M | $0.26 | $2.96B |
| Q1 '25 | 2025-03-31 | $5.70B | $761.00M | $0.77 | $2.15B |
| Q4 '24 | 2024-12-31 | $2.05B | $-282.00M | $-0.33 | $3.36B |
| Q3 '24 | 2024-09-30 | $7.17B | $959.00M | $0.98 | $3.68B |
| Q2 '24 | 2024-06-30 | $6.82B | $985.00M | $1.03 | $2.39B |
| Q1 '24 | 2024-03-31 | $5.97B | $718.00M | $0.75 | $2.01B |
| Q4 '23 | 2023-12-31 | $7.17B | $1.02B | $1.07 | $3.24B |
| Q3 '23 | 2023-09-30 | $7.16B | $1.15B | $1.20 | $3.13B |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
9.66
P/B
1.48
P/S
2.89
EV/EBITDA
5.46
EV/Sales
3.33
ROE
15.5%
ROA
8.2%
Div Yield
2.73%
FCF Yield
17.50%
Debt/Equity
0.32
Current Ratio
—
Market Cap
$62.73B
as of 2026-10-16
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
22.21M
SI % of Float
2.23%
Days to Cover
2.21
Short Vol Ratio
53.5%
Free Float
996.54M
Float %
99.7%
Short interest 2026-09-30 • Short volume 2026-10-16 • Float 2026-08-24