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Occidental Petroleum Corporation
Vicki Hollub · Asset Manager · Value
Occidental Petroleum Corporation, often referred to as Oxy, is a major American multinational energy company founded in 1920 and headquartered in Houston, Texas. The company grew from a small regional driller into a global energy leader under the long-term leadership of Armand Hammer. Today, it primarily operates in the United States, the Middle East, and North Africa, with a core focus on hydrocarbon exploration and petrochemical manufacturing through its OxyChem subsidiary. Oxy is a dominant operator in the Permian Basin and has recently pivoted its strategy to lead the energy transition through its Low Carbon Ventures division. As an institutional filer, the corporation manages strategic equity positions in energy infrastructure and midstream assets, emphasizing a transition from a traditional oil major to a carbon management company while maintaining a focus on operational efficiency and sustainable shareholder returns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.6% |
| YTD return | +17.5% |
| Sharpe ratio | 3.87 |
| Win rate | 50% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.oxy.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| WES | Western Midstream Partners LP | 99.0% | +21.5% |
| NPWR | NET Power Inc. | 1.0% | -41.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | WES | 0.0% → 98.6% |
| Oct 1, 2025 | BUY | NPWR | 0.0% → 1.4% |
Investment Style Analysis
Occidental Petroleum Corporation is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Midstream and Specialty Industrial Machinery sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Occidental Petroleum Corporation made a significant move by increasing exposure to WES. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Occidental Petroleum’s investment philosophy centers on a 'dual-engine' strategy that balances high-margin hydrocarbon production with innovative carbon management solutions. The institution prioritizes capital discipline and operational excellence, particularly within its core assets in the Permian Basin, to generate robust free cash flow and maximize shareholder value. A key pillar of its strategy is aggressive deleveraging and maintaining a sustainable return of capital through dividends and buybacks. Furthermore, Oxy’s philosophy is defined by its commitment to the energy transition, focusing on the commercialization of low-carbon technologies such as Direct Air Capture and enhanced oil recovery to achieve net-zero targets. By leveraging their subsurface expertise and midstream infrastructure, they aim to create a resilient business model that thrives across commodity price cycles while leading in environmental sustainability.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Occidental Petroleum Corporation.
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Frequently asked questions
How is the simulated portfolio for Occidental Petroleum Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Occidental Petroleum Corporation's largest holding?
As of the latest filing, Occidental Petroleum Corporation's top position is Western Midstream Partners LP (WES), representing 99.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Occidental Petroleum Corporation's historical performance and risk profile?
Our simulation indicates a total return of +20.6% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.87, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Occidental Petroleum Corporation primarily invest in?
Occidental Petroleum Corporation has a strong preference for the Oil & Gas Midstream sector, which makes up 99.0% of their disclosed assets. The portfolio also has exposure to Specialty Industrial Machinery, indicating a specific thematic focus.
Is Occidental Petroleum Corporation's portfolio concentrated or diversified?
Occidental Petroleum Corporation runs a highly concentrated portfolio with 2 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Occidental Petroleum Corporation performed in 2026?
Our AI-simulated model portfolio for Occidental Petroleum Corporation tracks a Year-to-Date (YTD) return of +17.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Vicki Hollub manage Occidental Petroleum Corporation directly?
Yes, Vicki Hollub serves as the key portfolio manager for Occidental Petroleum Corporation, overseeing the investment strategy and final capital allocation decisions.