Occidental Petroleum Corporation
CH ˙ SWX ˙ US6745991058
SecurityCH:OXY / Occidental Petroleum Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership10,976,687 shares
Latest Disclosed Value $ 713,484,835
Morgan Stanley reports 3.70% decrease in ownership of OXY / Occidental Petroleum Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 10,976,687 shares of Occidental Petroleum Corporation (CH:OXY) valued at $713,484,835 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 11,398,589 shares of Occidental Petroleum Corporation. This represents a change in shares of -3.70% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OCCIDENTAL PETE COM 674599105 10,976,687 -421,902 -3.70 713,485 52.22 0.0430
2026-05-27 2025-12-31 13F/A-1 OCCIDENTAL PETE COM 674599105 11,398,589 -1,853,121 -13.98 468,710 -25.14 0.0280
2026-02-13 2025-12-31 13F OCCIDENTAL PETE COM 674599105 11,398,589 -1,853,121 468,710 0.0280
2026-05-27 2025-09-30 13F/A-1 OCCIDENTAL PETE COM 674599105 13,251,710 2,608,167 24.50 626,143 40.03 0.0379
2025-11-14 2025-09-30 13F OCCIDENTAL PETE COM 674599105 13,251,710 2,608,167 626,143 0.0379
2025-08-15 2025-06-30 13F OCCIDENTAL PETE COM 674599105 10,643,543 -1,595,344 -13.04 447,135 -25.98 0.0291
2025-05-15 2025-03-31 13F OCCIDENTAL PETE COM 674599105 12,238,887 -1,960,206 -13.81 604,112 -13.89 0.0432
2025-05-15 2024-12-31 13F/A-1 OCCIDENTAL PETE COM 674599105 14,199,093 2,847,704 25.09 701,577 19.92 0.0492
2025-02-14 2024-12-31 13F OCCIDENTAL PETE COM 674599105 14,199,093 2,847,704 701,577 0.0491
2025-05-14 2024-09-30 13F/A-2 OCCIDENTAL PETE COM 674599105 11,351,389 330,247 3.00 585,051 -15.78 0.0424
2025-02-14 2024-09-30 13F/A-1 OCCIDENTAL PETE COM 674599105 11,351,389 330,247 585,051 0.0424
2024-11-14 2024-09-30 13F OCCIDENTAL PETE COM 674599105 11,351,389 330,247 585,051 0.0424
2025-05-14 2024-06-30 13F/A-2 OCCIDENTAL PETE COM 674599105 11,021,142 437,945 4.14 694,663 1.00 0.0538
2024-10-17 2024-06-30 13F/A-1 OCCIDENTAL PETE COM 674599105 11,021,142 437,945 694,663 0.0537
2024-08-14 2024-06-30 13F OCCIDENTAL PETE COM 674599105 11,021,142 437,945 694,663 0.0538
2024-10-17 2024-03-31 13F/A-2 OCCIDENTAL PETE COM 674599105 10,583,197 1,280,490 13.76 687,802 23.82 0.0552
2024-08-16 2024-03-31 13F/A-1 OCCIDENTAL PETE COM 674599105 10,583,197 1,280,490 687,802 0.0065
2024-05-15 2024-03-31 13F OCCIDENTAL PETE COM 674599105 10,583,197 1,280,490 687,802 0.0552
2024-08-16 2023-12-31 13F/A-1 OCCIDENTAL PETE COM 674599105 9,302,707 -152,778 -1.62 555,465 -9.46 0.0489
2024-02-13 2023-12-31 13F OCCIDENTAL PETE COM 674599105 9,302,707 -152,778 555,465 0.0489
2023-11-15 2023-09-30 13F OCCIDENTAL PETE COM 674599105 9,455,485 511,821 5.72 613,472 16.65 0.0624
2023-08-14 2023-06-30 13F OCCIDENTAL PETE COM 674599105 8,943,664 90,316 1.02 525,888 -4.85 0.0518
2023-05-15 2023-03-31 13F OCCIDENTAL PETE COM 674599105 8,853,348 -72,848 -0.82 552,715 -1.70 0.0593
2023-02-14 2022-12-31 13F OCCIDENTAL PETE COM 674599105 8,926,196 -195,863 -2.15 562,261 0.31 0.0639
2022-11-14 2022-09-30 13F OCCIDENTAL PETE COM 674599105 9,122,059 924,417 11.28 560,551 16.13 0.0764
2022-10-27 2022-06-30 13F/A-1 OCCIDENTAL PETE COM 674599105 8,197,642 2,329,969 39.71 482,676 44.98 0.0627
2022-08-15 2022-06-30 13F OCCIDENTAL PETE COM 674599105 8,197,642 2,329,969 482,676 0.0627
2022-10-27 2022-03-31 13F/A-1 OCCIDENTAL PETE COM 674599105 5,867,673 532,257 9.98 332,931 115.25 0.0449
2022-05-13 2022-03-31 13F OCCIDENTAL PETE COM 674599105 5,867,673 532,257 332,931 0.0449
2022-02-14 2021-12-31 13F OCCIDENTAL PETE COM 674599105 5,335,416 -244,940 -4.39 154,675 -6.30 0.0191
2021-11-15 2021-09-30 13F OCCIDENTAL PETE COM 674599105 5,580,356 371,465 7.13 165,066 1.34 0.0222
2021-08-23 2021-06-30 13F/A-1 OCCIDENTAL PETE COM 674599105 5,208,891 350,082 7.21 162,881 25.93 0.0215
2021-08-16 2021-06-30 13F OCCIDENTAL PETE COM 674599105 5,208,891 350,082 162,881 0.0214
2021-05-17 2021-03-31 13F OCCIDENTAL PETE COM 674599105 4,858,809 -2,052,525 -29.70 129,340 8.11 0.0190
2021-02-16 2020-12-31 13F OCCIDENTAL PETE COM 674599105 6,911,334 1,011,323 17.14 119,637 102.57 0.0185
2020-11-13 2020-09-30 13F OCCIDENTAL PETE COM 674599105 5,900,011 2,383,829 67.80 59,059 -8.22 0.0114
2020-08-14 2020-06-30 13F OCCIDENTAL PETE COM 674599105 3,516,182 -821,090 -18.93 64,345 28.11 0.0142
2020-05-26 2020-03-31 13F/A-1 OCCIDENTAL PETE COM 674599105 4,337,272 -2,126,193 -32.90 50,225 -81.14 0.0136
2020-05-15 2020-03-31 13F OCCIDENTAL PETE COM 674599105 4,337,272 -2,126,193 50,225 3,858.3270
2020-02-14 2019-12-31 13F OCCIDENTAL PETE COM 674599105 6,463,465 325,906 5.31 266,359 -2.41 0.0619
2019-11-14 2019-09-30 13F OCCIDENTAL PETE COM 674599105 6,137,559 -1,865,282 -23.31 272,936 -32.17 0.0723
2019-08-14 2019-06-30 13F OCCIDENTAL PETE COM 674599105 8,002,841 28,283 0.35 402,383 -23.78 0.1071
2019-05-15 2019-03-31 13F OCCIDENTAL PETE COM 674599105 7,974,558 233,780 3.02 527,916 11.11 0.1494
2019-02-14 2018-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 7,740,778 -428,988 -5.25 475,131 -29.22 0.1422
2019-04-23 2018-09-30 13F/A-2 OCCIDENTAL PETE CORP DEL COM 674599105 8,169,766 1,238,365 17.87 671,310 15.74 0.1680
2018-11-20 2018-09-30 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 8,169,766 0 671,310 0.1680
2018-11-14 2018-09-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 8,169,766 1,238,365 671,310
2019-04-23 2018-06-30 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 6,931,401 -498,753 -6.71 580,018 20.17 0.1567
2018-08-14 2018-06-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 6,931,401 -498,753 580,018
2019-04-23 2018-03-31 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 7,430,154 -371,877 -4.77 482,664 -16.01 0.1340
2018-05-14 2018-03-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 7,430,154 -371,877 482,664
2019-04-23 2017-12-31 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 7,802,031 -624,807 -7.41 574,698 6.21 0.1573
2018-02-14 2017-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 7,802,031 -624,807 574,698
2017-11-14 2017-09-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 8,426,838 190,519 2.31 541,087 9.73 0.1621
2017-08-11 2017-06-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 8,236,319 -1,012,942 -10.95 493,108 -15.86 0.1490
2017-05-22 2017-03-31 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 9,249,261 1,672,384 22.07 586,034 8.58 0.1801
2017-05-12 2017-03-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 9,249,261 586,034
2017-02-22 2016-12-31 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 7,576,877 864,064 12.87 539,701 10.26 0.1766
2017-02-13 2016-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 7,576,877 539,701
2016-11-10 2016-09-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 6,712,813 2,406,283 55.88 489,498 50.43 0.1672
2016-08-12 2016-06-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 4,306,530 646,243 17.66 325,400 29.91 0.1175
2016-05-12 2016-03-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 3,660,287 179,231 5.15 250,472 6.42 0.0964
2016-02-09 2015-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 3,481,056 224,509 6.89 235,355 9.25 0.0852
2016-02-08 2015-09-30 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 3,256,547 243,983 8.10 215,421 -8.05 0.0796
2015-11-09 2015-09-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 3,256,547 215,421
2015-08-12 2015-06-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 3,012,564 88,542 3.03 234,285 9.76 0.0812
2015-05-14 2015-03-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 2,924,022 192,780 7.06 213,453 -3.05 0.0786
2015-02-13 2014-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 2,731,242 -224,268 -7.59 220,166 -22.52 0.0805
2014-12-16 2014-09-30 13F/A-1 OCCIDENTAL PETE CORP DEL COM 674599105 2,955,510 352,843 13.56 284,174 14.58 0.1093
2014-11-14 2014-09-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 2,955,510 284,174
2014-05-13 2014-03-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 2,602,667 561,385 27.50 248,009 27.76 0.1039
2014-02-13 2013-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 2,041,282 80,268 4.09 194,126 5.83 0.0826
2013-11-13 2013-09-30 13F OCCIDENTAL PETE COM 674599105 1,961,014 -387,752 -16.51 183,432 -12.48 0.0867
2013-08-08 2013-06-30 13F OCCIDENTAL PETE COM 674599105 2,348,766 2,348,766 209,579 0.1057
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.