OXY at a glance
Occidental Petroleum (OXY, SEC CIK 797468) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Occidental Petroleum (OXY) reported revenue of $21.6 billion (down 21.3% from FY2024) and net income of $1.6 billion. Diluted EPS was $1.61.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding Occidental Petroleum (OXY) shares worth $27.2 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Jackson Richard A. on June 23, 2026 of 4,770 shares at $52.38 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $21.6B
- −21.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 44 funds
- $27.2B · +1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk from federal disaster relief program tax payment deferrals influencing $9.6B operating cash flow in 2025
- Geopolitical exposure via $0.5B capital expenditures in Gulf of Aquitaine (GOA) international oil and gas operations
- Operational risk from $720M midstream capital required to complete Trains 3 and 4 at STRATOS processing facilities
- Market disruption risk related to $800M Permian Basin working interests divested in 2025 amid competitive asset sales
- Financial risk from $280M asset purchases in 2025 down from $9.1B in 2024 reflecting acquisition spending concentration changes
Management Discussion & Analysis
- Revenue impact from lower oil prices with WTI down to $64.81/bbl from $75.72 and Brent down to $68.18/bbl from $79.79 YoY
- Capital investment $5.6B in oil and gas, $0.7B in midstream and marketing in 2025
- Debt repayment $4.0B in 2025 plus $5.4B post-year from OxyChem sale proceeds
- OxyChem sale completed for $9.7B cash, $3.2B estimated gain net of taxes, classified as discontinued operations
- No explicit profitability or margin data, but focus on deleveraging debt from $15B principal outstanding
AI summary of the OXY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- WTI averaged $92.79/barrel in Q2 2026 vs $71.93 in Q1 2026; six-month average $82.36 vs $67.58 YoY
- Dividend increased 8% to $0.28 per share, payable October 15, 2026
- OxyChem sale completed for $9.5B, generating approximately $3.1B after-tax gain
- Outlook: volatile oil prices, Iran-related disruptions, tariffs, geopolitical uncertainty, and potential supplier-cost increases
Risk Factors
- No risk factors section provided; no new or changed risks identifiable
- Share repurchase authorization: $1,223 million remaining under February 2023 plan
- Leadership transition: Vicki Hollub separation effective June 1, 2026
- Compliance disclosure: no director or Section 16 officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the OXY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Occidental issued its June 30, 2026 quarterly results on August 5, 2026
- Detailed financial results and management commentary are contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $8.3B and reported EPS $2.75, supported by higher oil prices and strong midstream performance
- Adjusted EPS $2.40, up from $1.06 in Q1, with continuing-operations adjusted income $2.4B
Item 2.02: Results of Operations and Financial Condition
- Management issued second-quarter 2026 earnings considerations on July 10, 2026
- Exhibit 99.1 contains factors expected to affect Q2 2026 results
Item EX-99.1: Item EX-99.1
- Preliminary Q2 2026 earnings considerations, not an earnings estimate, with final reporting still subject to adjustments
- Crude oil collar settlements reduced operating cash flow before working capital by $156 million
Item 2.02: Results of Operations and Financial Condition
- Occidental issued its March 31, 2026 quarterly results on May 5, 2026
- Financial results and condition details are provided in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q1 2026 adjusted EPS $1.06, while reported EPS $3.13 included a $3.123 billion after-tax gain from discontinued operations
- Debt reduction accelerated, with $7.1 billion repaid through May 5 and principal debt reduced to $13.3 billion
AI summaries of OXY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OXY
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- Fund moves. Which tracked funds opened, added or cut OXY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jackson Richard A. | F | Sep 30, 2026 | 4,124 | $55.32 |
| Hollub Vicki A. | G | Sep 25, 2026 | 90,000 | - |
| POLLACK BRAD | A | Aug 1, 2026 | 26,284 | - |
| Jackson Richard A. | Buy | Jun 23, 2026 | 4,770 | $52.38 |
| Hollub Vicki A. | F | Jun 1, 2026 | 73,477 | $58.92 |
| Jackson Richard A. | A | Jun 1, 2026 | 101,833 | - |
| Hollub Vicki A. | F | Jun 1, 2026 | 701 | $58.92 |
| Hollub Vicki A. | A | Jun 1, 2026 | 3,183 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $28.3B | $27.4B | $21.6B |
| Net Income | $3.8B | $2.4B | $1.6B |
| Net Margin | 13.2% | 8.6% | 7.5% |
| Balance Sheet | |||
| Total Assets | $74.0B | $85.4B | $84.2B |
| Equity | $30.3B | $34.2B | $36.0B |
| ROE | 12.4% | 6.9% | 4.5% |
| Per Share | |||
| EPS | - | $2.44 | $1.61 |
| Cash Flow | |||
| Operating CF | $12.3B | $11.4B | $10.5B |
| CapEx | $6.3B | $7.0B | $6.4B |
Source: XBRL data in Occidental Petroleum (OXY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OXY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $27.21B |
| Q1 2026 | 43 | $34.32B |
| Q4 2025 | 42 | $21.80B |
| Q3 2025 | 45 | $25.05B |
| Q2 2025 | 45 | $22.03B |
| Q1 2025 | 41 | $22.92B |
| Q4 2024 | 36 | $21.11B |
| Q3 2024 | 33 | $17.72B |
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- Raymond James Financial−1.16M (-47%)
- FMR LLC (Fidelity)−674.9K (-15%)
- Citigroup−332.7K (-23%)
- Principal Financial Group−13.6K (-2%)
- Truist Financial−5.6K (-12%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 329 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OXY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| SC 13G | Jul 29, 2026 | - | - | |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 16, 2026 | - | - | - |
| 8-K | Apr 10, 2026 | - | Analysis | - |
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OXY SEC filings: frequently asked questions
Which institutions hold OXY stock?
As of June 30, 2026, the largest Occidental Petroleum (OXY) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($12.9 billion), BlackRock ($2.7 billion), Vanguard Capital Management LLC ($2.3 billion), State Street Corp ($2.3 billion), Vanguard Portfolio Management LLC ($1.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OXY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Occidental Petroleum (OXY) reported revenue of $21.6 billion (down 21.3% from FY2024) and net income of $1.6 billion. Diluted EPS was $1.61. The figures come from the XBRL data in the 10-K.
What are the main risks in OXY's latest 10-K?
In the 10-K filed February 18, 2026, Occidental Petroleum (OXY) flagged: Regulatory risk from federal disaster relief program tax payment deferrals influencing $9.6B operating cash flow in 2025. Geopolitical exposure via $0.5B capital expenditures in Gulf of Aquitaine (GOA) international oil and gas operations. (AI summary of the Risk Factors section.)
What did OXY report in its latest 8-K?
Occidental Petroleum (OXY) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Occidental issued its June 30, 2026 quarterly results on August 5, 2026.
What are the latest OXY SEC filings?
Occidental Petroleum (OXY) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 2, 2026.
What is OXY's SEC CIK number?
Occidental Petroleum (OXY)'s SEC Central Index Key (CIK) is 797468. EDGAR lists every OXY filing under that number.
Ask anything about OXY
The research agent reads OXY's filings, financials, insider trades and 13F holders, then answers with sources.