Occidental Petroleum Corporation
US ˙ NYSE ˙ US6745991058

SecurityOXY / Occidental Petroleum Corporation
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership2,118 shares
Latest Disclosed Value $ 150,542
Winch Advisory Services, LLC ownership in OXY / Occidental Petroleum Corporation

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 2,118 shares of Occidental Petroleum Corporation (US:OXY) valued at $137,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,118 shares of Occidental Petroleum Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $120,578 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)
2026-04-30 2026-03-31 13F OSHKOSH COM 674599105 2,118 0 0.00 151 50.00 0.0344
2026-02-03 2025-12-31 13F OSHKOSH COM 674599105 2,118 -232 -9.87 100 -18.70 0.0222
2025-11-12 2025-09-30 13F OSHKOSH COM 674599105 2,350 155 7.06 124 33.70 0.0279
2025-08-07 2025-06-30 13F OCCIDENTAL PETROLEUM COM 674599105 2,195 1 0.05 92 -14.81 0.0225
2025-05-06 2025-03-31 13F OCCIDENTAL PETROLEUM COM 674599105 2,194 1 0.05 108 0.00 0.0286
2025-01-14 2024-12-31 13F OCCIDENTAL PETROLEUM COM 674599105 2,193 2,079 1,823.68 108 2,060.00 0.0282
2024-10-21 2024-09-30 13F OCCIDENTAL PETROLEUM COM 674599105 114 1 0.88 6 -28.57 0.0016
2024-07-31 2024-06-30 13F OCCIDENTAL PETROLEUM COM 674599105 113 0 0.00 7 0.00 0.0020
2024-05-14 2024-03-31 13F OCCIDENTAL PETROLEUM COM 674599105 113 65 135.42 7 250.00 0.0022
2024-01-18 2023-12-31 13F OCCIDENTAL PETROLEUM COM 674599105 48 0 0.00 3 0.0010
2023-11-06 2023-09-30 13F OCCIDENTAL PETROLEUM COM 674599105 48 48 0 0.0011
2021-02-09 2020-12-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 0 -100 -100.00 0 -100.00
2020-11-04 2020-09-30 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 100 100 1 0.0004
2020-05-13 2020-03-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 0 -494 -100.00 0 -100.00
2020-02-12 2019-12-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 494 -95 -16.13 20 -23.08 0.0095
2019-11-13 2019-09-30 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 589 17 2.97 26 -10.34 0.0135
2019-08-07 2019-06-30 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 572 -99 -14.75 29 -34.09 0.0151
2019-05-13 2019-03-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 671 507 309.15 44 340.00 0.0243
2019-02-05 2018-12-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 164 164 10 0.0056
2016-08-10 2016-06-30 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 0 -200 -100.00 0 -100.00
2016-05-12 2016-03-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 200 200 0.00 14 0.0226
2015-08-11 2015-06-30 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 0 -133 -100.00 0 -100.00
2015-05-14 2015-03-31 13F OCCIDENTAL PETROLEUM CORP COM COM 674599105 133 133 0.00 10 0.0058
2015-02-11 2014-12-31 13F Occidental Petroleum COM 674599105 0 -267 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Occidental Petroleum COM 674599105 267 0 0.00 26 -3.70 0.0167
2014-08-15 2014-06-30 13F Occidental Petroleum COM 674599105 267 0 0.00 27 8.00 0.0158
2014-05-14 2014-03-31 13F Occidental Petroleum COM 674599105 267 267 25 0.0158
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.