OXY

OXY

OXY

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 25, 2025	Open Insights Capital	-	-	OXY, SCR CN	energy markets, fiscal deficits, inflation, Macro, tariffs	The commentary centers on macro-driven volatility caused by tariffs, fiscal excess, and geopolitical brinkmanship. Management highlights trade friction, rising deficits, and energy market dislocations as forces reshaping asset prices. Growth optimism is acknowledged, but inflation and commodity intensity are positioned as unavoidable consequences.	OXY SCR CN MEG CN	View
2025 Q4	Feb 23, 2026	Mott Capital Management Thematic Growth Portfolio	0.0%	0.0%	AAPL, AMZN, BRK-A, BSX, GOOGL, GRAIL, META, MSFT, ORCL, OXY, ZTS	AI, Debt, energy, Rotation, technology, underperformance, valuation	Manager expresses significant concerns about AI bubble conditions, citing excessive debt accumulation and CAPEX spending by major tech companies. Believes AI fears are being realized as software stocks decline and valuations become problematic. Questions sustainability of current AI investment levels and competitive dynamics. Manager initiated position in Occidental Petroleum, viewing energy sector as underperforming since dot-com bubble. Believes oil prices are currently depressed and energy represents contrarian opportunity given poor relative performance versus S&P 500.	OXY MSFT	View
2024 Q4	Dec 31, 2024	Peterson Investment Fund	8.8%	8.8%	BRK/A, DJCO, GOOG, OXY, SRG	-			View
2022 Q4	Dec 31, 2022	Aquamarine Fund	-	-21.0%	1211 HK, AXP, BAC, BRK/A, CDLX, CVNA, GOOG, IEX IN, MKL, NESN SW, OXY, RACE IM, ROKU, SNOW, SQ, TSLA	-			View
2024 Q4	Jan 8, 2025	GoodHaven Capital Management	-	-	DVN, OXY	-			View
2025 Q4	Jan 26, 2026	Open Insights Capital	0.0%	0.0%	OXY, PTON	AI, Bubble, energy, Fitness, Long/Short, oil, valuation	Manager views current AI valuations as extreme bubble territory, comparing companies trading at 65x revenue to dot-com era excesses. Believes AI infrastructure is being built ahead of actual technology readiness, creating conditions for a bust following the capex boom when reality falls short of expectations. OPEC+ abandoned market management strategy and initiated price war, leading to inventory builds and 18% oil price decline. Manager believes current oversupply concerns are overdone, with builds smaller than expected and low prices killing US shale growth while global demand continues rising. Peloton transitioning from pure fitness equipment platform to broader health span platform targeting $7 trillion wellness market versus $6 billion home exercise market. Company launching AI-powered products and cross-training equipment while raising subscription prices and improving financial metrics.		View
2025 Q4	Jan 24, 2026	Miller Howard North American Energy Fund	1.0%	6.1%	CHRD, CNQ, CVE, CVX, EQT, GPOR, HES, LBRT, MPC, OKE, OXY, PBA, PSX, RRC, SM, SU, VLO, XOM	Data centers, dividends, energy, Natural Gas, North America, oil, Refiners	Pressure pumpers are seeing growing interest in supplying power to data centers under long-term contractual arrangements. Mobile generation equipment can be deployed within weeks at competitive efficiency levels. Liberty Energy announced a positive 1GW data center power generation project by year-end 2027. Natural gas prices rallied sharply amid a cold start to winter in the US, supported by strong LNG exports and rising data center power demand. The portfolio reduced natural gas price exposure by selling EQT Corp and trimming Range Resources Corp. Oil prices drifted lower on a near-term supply glut and closed the quarter in the mid-$50/bbl range. Adjusted for inflation, prices are near century lows. At current prices, E&Ps are expected to further rein in production with US supply likely to decline in 2026. The portfolio increased Valero and Phillips 66 on strong refinery dynamics. Marathon Petroleum had a rare refinery earnings miss on operational items believed to be one-time, with favorable 2026 capex guidance. The portfolio currently offers an indicated yield of 3.2% that is well supported down to roughly $45/bbl oil, with potential for significantly larger variable capital returns at higher commodity prices. Suncor Energy raised its dividend 5.3% amid strong buybacks.		View
2025 Q4	Jan 21, 2026	Smead International Value Fund	8.2%	39.1%	BARC.L, BAWG.VI, BKT.MC, CVE.TO, GLEN.L, OXY, PNDORA.CO, ROG.SW, SCR.TO, TGA.JO, TVE.TO, UCG.MI, WFG.TO	banks, energy, Europe, oil, value	The fund employs a concentrated value approach focused on maximizing long-term returns. The managers contrast momentum investing (driven by stories and mythos) with value investing (analytical approach examining capital structure, returns on capital, and future growth). They believe value investing represents a more logical and analytical framework that will ultimately prevail. The managers challenge the mythos that American energy producers will drill regardless of price, noting that capex per rig has moved to higher levels coinciding with attractive entry points. They highlight that OPEC production increases have been muted relative to announcements, with Saudi Arabia being the only member capable of bringing back meaningful production at 2.1 million barrels per day. The fund sees Europe transitioning from mythos (over-regulated, poor decision-making) to logos (analytical capital allocation). European banks now believe they must earn their cost of capital and provide investor rewards through declining cost-to-income ratios, stock buybacks, and consolidation. Germany's removal of its debt brake for rearmament signals a future driven by returns and investment.		View
2025 Q4	Jan 21, 2026	Smead Value Fund	0.3%	5.1%	AMGN, APA, AXP, CVE, DHI, EBAY, FANG, HD, LEN, MAC, MRK, OXY, SPG, UHAL	contrarian, energy, healthcare, Homebuilders, long-term, Market Extremes, S&P 500, value	The fund maintains a concentrated value approach designed to maximize long-term returns. The managers position themselves as contrarians, being greedy when others are fearful and fearful when others are greedy. They believe deeply out of favor parts of the index like healthcare, energy and homebuilders could receive money coming out of growth stocks. Higher rates have continued to weigh on the homebuilder space as well as an increase in inventory. The fund regards homebuilders' capacity to maintain construction activity throughout the cycle as a key competitive strength, with less resilient competitors likely to exit the market during prolonged cyclical downturns.		View
2025 Q4	Jan 18, 2026	Dodge & Cox Stock Fund	2.5%	13.7%	AON, AVTR, BAC, BK, BN, CHTR, CMCSA, CVS, FDX, FI, GILD, GOOGL, GSK, JCI, MET, MSFT, OXY, REGN, RTX, SCHW, TSM, WFC, WTW	contrarian, financials, industrials, technology, valuation, value	The fund maintains its value-oriented investment approach despite a fully valued U.S. equity market. The portfolio trades at an attractive valuation of 14.6 times forward earnings, representing a significant discount to the S&P 500 at 22.9 times. The fund continues to find opportunities where long-term fundamentals are not fully reflected in current prices. The fund reduced its overall weighting in the Financials sector while shifting exposure across industries. They trimmed more cyclical bank holdings like Wells Fargo and Bank of America, while increasing exposure to insurance brokers and alternative asset managers. Despite headwinds, they added to Fiserv as its valuation compressed significantly.	FISV	View
2024 Q4	Jan 25, 2025	Open Insights Capital	-	-	OXY	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 26, 2026	Fund Letters	Michael J. Kramer	Occidental Petroleum Corporation	Energy	Oil & Gas Exploration & Production	Bull	New York Stock Exchange	commodity, Cyclicality, energy, Float, Mean Reversion, oil, Ownership	View Pitch
Jan 28, 2026	Fund Letters	Nelson Wu	Occidental Petroleum Corporation	Energy	Oil & Gas Exploration & Production	Bull	New York Stock Exchange	Balance_Sheet, consolidation, Freecashflow, Mna, oil	View Pitch
Jan 8, 2026	Fund Letters	Nelson Wu	Occidental Petroleum Corporation	Energy	Integrated Oil & Gas	Bull	New York Stock Exchange	carbon capture, DAC, energy, EOR, Permian, tax credits	View Pitch
Oct 23, 2025	Value Investors Club	Mysticaldog86	Occidental Petroleum Corp.	Energy	Oil, Gas & Consumable Fuels	Bull	NYSE	Commodity recovery, deleveraging, Energy re-rating, FCF leverage, O&G, Shale efficiency	View Pitch
Aug 13, 2025	Seeking Alpha	Louis Gerard	Occidental Petroleum	Energy	Oil & Gas E&P	Bull	NYSE	—	View Pitch

BSD Shareholders of OXY

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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