Occidental Petroleum Corporation (OXY) Bundle
Who Invests in Occidental Petroleum Corporation (OXY) and Why?
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem.
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 77.4% | $58.3 billion |
| Retail Investors | 22.6% | $17.1 billion |
Key Institutional Investors
- Vanguard Group: 10.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 6.5% ownership
Investment Motivations
Primary investor attractions include:
- Dividend yield: 4.3%
- Price-to-earnings ratio: 12.6
- Market capitalization: $67.9 billion
Investment Strategies
| Strategy | Percentage of Investors |
|---|---|
| Long-term holding | 62.3% |
| Value investing | 24.5% |
| Short-term trading | 13.2% |
Institutional Ownership and Major Shareholders of Occidental Petroleum Corporation (OXY)
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem.
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 77.4% | $58.3 billion |
| Retail Investors | 22.6% | $17.1 billion |
Key Institutional Investors
- Vanguard Group: 10.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 6.5% ownership
Investment Motivations
Primary investor attractions include:
- Dividend yield: 4.3%
- Price-to-earnings ratio: 12.6
- Market capitalization: $67.9 billion
Investment Strategies
| Strategy | Percentage of Investors |
|---|---|
| Long-term holding | 62.3% |
| Value investing | 24.5% |
| Short-term trading | 13.2% |
Key Investors and Their Influence on Occidental Petroleum Corporation (OXY)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 84.7%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Berkshire Hathaway Inc. | 238,618,461 | 33.4% |
| Vanguard Group Inc. | 81,426,804 | 11.4% |
| BlackRock Inc. | 65,537,121 | 9.2% |
| State Street Corporation | 44,126,893 | 6.2% |
Recent institutional ownership changes reveal notable shifts:
- Berkshire Hathaway increased stake by 12.3% in last quarter
- Vanguard Group reduced holdings by 3.7%
- BlackRock maintained relatively stable ownership
Institutional investors collectively hold $672 million in total market value of shares.
| Ownership Category | Percentage |
|---|---|
| Mutual Funds | 42.6% |
| Investment Advisors | 22.3% |
| Pension Funds | 15.8% |
Market Impact and Investor Sentiment of Occidental Petroleum Corporation (OXY)
Key Investors and Their Impact
Warren Buffett's Berkshire Hathaway has emerged as a significant investor in the company, holding 27.5% of outstanding shares as of Q4 2023.
| Investor | Ownership Percentage | Shares Owned |
|---|---|---|
| Berkshire Hathaway | 27.5% | 188.5 million shares |
| Vanguard Group | 8.2% | 56.1 million shares |
| BlackRock Inc. | 6.7% | 45.9 million shares |
Notable investor moves in 2024 include:
- Berkshire Hathaway increased stake by $5.2 billion in Q1 2024
- Carl Icahn reduced position by 12%
- Institutional investors hold 73.4% of total shares
Investor impact highlights:
- Warren Buffett's investment signaled strong confidence in company fundamentals
- Activist investors have influenced board composition and strategic decisions
- Institutional ownership provides significant market stability
Recent investment trends show continued institutional confidence, with total institutional investments reaching $14.3 billion in 2024.
Occidental Petroleum Corporation (OXY) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.