Occidental Petroleum Corporation
US ˙ NYSE ˙ US6745991058

SecurityOXY / Occidental Petroleum Corporation
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership6,485 shares
Latest Disclosed Value $ 421,559
SRS Capital Advisors, Inc. reports 15.02% increase in ownership of OXY / Occidental Petroleum Corporation

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 6,485 shares of Occidental Petroleum Corporation (US:OXY) valued at $421,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,638 shares of Occidental Petroleum Corporation. This represents a change in shares of 15.02% during the quarter. The current value of the position is $369,191 USD.

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)
2026-05-13 2026-03-31 13F OCCIDENTAL PETE COM 674599105 6,485 847 15.02 422 82.25 0.0119
2026-02-13 2025-12-31 13F OCCIDENTAL PETE COM 674599105 5,638 -15,848 -73.76 232 -77.17 0.0068
2025-11-14 2025-09-30 13F OCCIDENTAL PETE COM 674599105 21,486 17,028 381.97 1,012 441.18 0.0145
2025-08-12 2025-06-30 13F OCCIDENTAL PETE COM 674599105 4,458 -432 -8.83 188 -22.41 0.0086
2025-05-15 2025-03-31 13F OCCIDENTAL PETE COM 674599105 4,890 -1,722 -26.04 241 -26.07 0.0155
2025-02-05 2024-12-31 13F OCCIDENTAL PETE COM 674599105 6,612 3,510 113.15 327 105.03 0.0206
2024-11-06 2024-09-30 13F OCCIDENTAL PETE COM 674599105 3,102 96 3.19 160 -15.87 0.0143
2024-08-06 2024-06-30 13F OCCIDENTAL PETE COM 674599105 3,006 17 0.57 189 -2.58 0.0185
2024-05-14 2024-03-31 13F OCCIDENTAL PETE COM 674599105 2,989 121 4.22 194 13.45 0.0205
2024-02-06 2023-12-31 13F OCCIDENTAL PETE COM 674599105 2,868 -80 -2.71 171 -10.47 0.0191
2023-11-14 2023-09-30 13F OCCIDENTAL PETE COM 674599105 2,948 -120 -3.91 191 6.11 0.0238
2023-08-14 2023-06-30 13F OCCIDENTAL PETE COM 674599105 3,068 -672 -17.97 180 -22.75 0.0230
2023-05-16 2023-03-31 13F OCCIDENTAL PETE COM 674599105 3,740 1,165 45.24 233 43.83 0.0309
2023-02-24 2022-12-31 13F OCCIDENTAL PETE COM 674599105 2,575 157 6.49 162 8.72 0.0224
2022-11-03 2022-09-30 13F OCCIDENTAL PETE COM 674599105 2,418 10 0.42 149 4.93 0.0235
2022-08-22 2022-06-30 13F OCCIDENTAL PETE COM 674599105 2,408 1,156 92.33 142 100.00 0.0215
2022-05-12 2022-03-31 13F OCCIDENTAL PETE COM 674599105 1,252 46 3.81 71 102.86 0.0095
2022-02-08 2021-12-31 13F OCCIDENTAL PETE COM 674599105 1,206 39 3.34 35 0.00 0.0044
2021-11-05 2021-09-30 13F OCCIDENTAL PETE COM 674599105 1,167 86 7.96 35 2.94 0.0048
2021-08-02 2021-06-30 13F OCCIDENTAL PETE COM 674599105 1,081 1 0.09 34 78.95 0.0046
2021-02-03 2020-12-31 13F OCCIDENTAL PETE COM 674599105 1,080 1 0.09 19 72.73 0.0028
2020-11-12 2020-09-30 13F OCCIDENTAL PETE COM 674599105 1,079 -339 -23.91 11 -57.69 0.0019
2020-08-06 2020-06-30 13F OCCIDENTAL PETE COM 674599105 1,418 -10,606 -88.21 26 -81.29 0.0046
2020-05-13 2020-03-31 13F OCCIDENTAL PETE COM 674599105 12,024 533 4.64 139 -70.68 0.0320
2020-02-07 2019-12-31 13F OCCIDENTAL PETE COM 674599105 11,491 197 1.74 474 -5.58 0.1361
2019-11-01 2019-09-30 13F OCCIDENTAL PETE COM 674599105 11,294 1,155 11.39 502 -1.57 0.1514
2019-08-08 2019-06-30 13F OCCIDENTAL PETE COM 674599105 10,139 -1,197 -10.56 510 -26.72 0.1698
2019-02-06 2018-12-31 13F OCCIDENTAL PETE CORP DEL COM 674599105 11,336 119 1.06 696 -24.51 0.2767
2018-11-05 2018-09-30 13F OCCIDENTAL PETE CORP DEL COM 674599105 11,217 39 0.35 922 -1.39 0.3716
2018-08-21 2018-06-30 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 11,178 135 1.22 935 30.40 0.4105
2018-05-14 2018-03-31 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 11,043 -1,263 -10.26 717 -20.86 0.3723
2018-02-15 2017-12-31 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 12,306 145 1.19 906 16.15 0.3930
2017-11-15 2017-09-30 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 12,161 161 1.34 780 8.64 0.3747
2017-08-14 2017-06-30 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 12,000 11,970 39,900.00 718 71,700.00 0.3433
2017-05-11 2017-03-31 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 30 -3 -9.09 1 -50.00 0.0005
2017-02-14 2016-12-31 13F OCCIDENTAL PETE CORP DEL COM COM 674599105 33 33 2 0.0010
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.