OXY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $58.08
Market Cap (MRQ) $58.06B
P/E (TTM) 9.0
EPS (TTM) $6.46
Revenue (TTM) $21.67B
ROE (TTM) 18.9%
Debt/Equity (MRQ) 0.3
52W Range $39–$67

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Stock splits 3
Ex-date Split Type
Feb. 25, 2016 588-for-587 Forward
Dec. 1, 2014 521-for-500 Forward
Aug. 16, 2006 2-for-1 Forward

About Occidental Petroleum Corporation Common Stock Company overview from Wikipedia

05 · wikidata

Occidental Petroleum Corporation (often abbreviated Oxy in reference to its ticker symbol and logo) is an American company engaged in hydrocarbon exploration in the United States and the Middle East. It is incorporated under the Delaware General Corporation Law and is headquartered in Houston.

The company is ranked 173rd on the Fortune 500 and 383rd on the Forbes Global 2000.

History

Occidental Petroleum was founded in Los Angeles, California, in 1920. In 1957, Armand Hammer became the company's president and CEO after acquiring a controlling stake. The 1960s marked a period of expansion as Occidental established operations in Peru, Venezuela, Bolivia, Trinidad, and the United Kingdom. In 1961, the company discovered the Lathrop Gas Field in Lathrop, California.

In 1965, Occidental won exploration rights in Libya, where it operated until 1986 when United States economic sanctions led to the suspension of activities. The company diversified in 1968 by entering the chemical business with the acquisition of Hooker Chemical Company, following the Love Canal contamination incident.

In 1971, Occidental received approval to build an oil refinery in Canvey Island in Essex, England, but construction ceased in 1975 due to the 1970s energy crisis. The site remained derelict; the tanks and the chimney were subsequently demolished. Only some concrete foundations and the river jetty remain extant.

In 1973, Occidental negotiated a phosphate-for-natural-gas deal with the Soviet Union, in which the Hammer-controlled firms Occidental Petroleum and Tower International would export to the Soviet Union phosphate, which Occidental mined in northern Florida, in return for the Soviet Union exporting from Odessa and Ventspils through Hammer's firms natural gas that would be converted into ammonia, potash, and urea. The total value of this trade was estimated at $20 billion. The construction of Soviet port facilities, designed by Hammer's firms, was partially financed by the Export-Import Bank as endorsed by Nixon.

In August 1973, Libya nationalized 51% of Occidental's assets in the country. In February 1974, the company announced a 35-year oil exploration agreement with Libya. 81% of the oil extracted by Occidental Petroleum was to go to the Libyan government, with 19% retained by Occidental Petroleum. In 1986, the company suspended operation in the country due to economic sanctions imposed by the United States. In 2005, Occidental and its partner, Liwa, won 9 out of 15 exploration spots on the EPSA-4 auction, making both companies among the first to enter the Libyan market since the United States lifted its embargo on Libya.

The company was one of the first companies to research developing oil shale. In 1983, Occidental and Ecopetrol, the Colombian state-owned oil company, discovered the giant Caño Limón oilfield in Arauca. In July 1996, the company sold its interest in 3 oilfields in the Congo to the Congolese government for $215 million. The following year, it paid $3.65 billion to acquire the Elk Hills Oil Field.

In 1984, billionaire David H. Murdock owned about 5% of the company and was a member of its board of directors, after the company acquired IBP, Inc., of which Murdock owned 19%. After disagreements between Murdock and then CEO Armand Hammer, the company paid greenmail to buy Murdock's shares at $40.09 each, while the market price was $28.75.

In 1986, the company formed a joint venture with Church & Dwight, which makes Arm & Hammer products, for a potassium carbonate plant at Muscle Shoals, Alabama. On July 6, 1988, an explosion and subsequent inferno on the company's Piper Alpha platform in the Scottish North Sea, resulted in 167 fatalities in what remains the world's most deadly offshore disaster. In 1990, Armand Hammer died and Ray R. Irani became chairman and chief executive officer of the company. In 1991, Occidental sold its stake in IBP, Inc. In 1993, the company sold its remaining coal operations.

In 2006, the government of Ecuador seized the company's interest in block 15 of the Amazon rainforest, forcing the company to take a $306 million after-tax charge. In 2016, Ecuador agreed to pay $980 million in restitution to the company, down from the original award of $1.77 billion. The agreement was based on a 2012 arbitration award from the International Center for Settlement of Investment Disputes.

In 2007, Occidental's compensation policies came under scrutiny after it was announced that Irani received $460 million in compensation in 2006. In May 2011, Irani retired as CEO after CalSTRS and Relational Investors, two major shareholders, objected to the company's compensation policies for top executives. President Stephen I. Chazen was named CEO to replace Irani and in 2013, shareholders ousted Irani as chairman. Despite his outlandish compensation, during Irani's tenure, the company grew from a collection of unrelated businesses to one that focuses on oil and gas and the market capitalization of the company went from $5.5 billion to $80 billion.

In December 2010, Occidental acquired shale oil properties in the Williston Basin in North Dakota for $1.4 billion. These assets, as well as other assets acquired by Oxy in the Williston Basin, were sold in 2015 for $600 million. The company also sold its proven and probable reserves of 393 million barrels of oil equivalent (2.40×109 GJ) in Argentina to Sinopec, a subsidiary of China Petrochemical Corporation, and acquired properties in South Texas and North Dakota for $3.2 billion.

In January 2011, Occidental partnered with Abu Dhabi's state oil company in developing the Shah Field, one of the largest natural gas fields in the Middle East, through a joint venture known as Al Hosn Gas. Al Hosn Gas became operational in 2015.

In September 2014, Occidental moved its headquarters to Houston, Texas. In November, the company sold its 50% interest in BridgeTex Pipeline Company, owner of a 300,000 barrel-per-day crude oil pipeline system that extends from Colorado City, Texas to Texas City, Texas, for $1.075 billion. In December 2014, Occidental distributed 80.5% of its shares in California Resources Corporation, the largest producer of oil and natural gas on a gross-operated barrels of oil equivalent basis in California, to Occidental shareholders and distributed its remaining stake to shareholders in March 2016. In June 2017, the company sold land in the Permian Basin for $600 million and used the proceeds to acquire other assets in the area.

In October 2015, Occidental completed the first phase of a $500 million carbon dioxide flooding project in Hobbs, New Mexico. In March 2017, the company and its 50/50 joint venture partner Mexichem began operations of a 1.2-billion-pound per year capacity ethylene cracker at the OxyChem plant in Ingleside, Texas, along with pipelines and storage at Markham, Texas.

In May 2016, Vicki Hollub, who had worked at Occidental since 1981 and joined the board in 2015, became the chief executive officer of the company, the first female to serve as chief executive officer of a major U.S. oil and gas company. In January 2018, Occidental was found to be partially responsible for the Bayou Corne sinkhole, along with Texas Brine Company and Vulcan Materials Company.

In October 2020, Occidental sold its onshore operations in Colombia to the Carlyle Group for $825 million. The deal included operations and working interests in the Llanos Norte, Middle Magdalena, and Putumayo Basins. Working interest on exploration offshore in Colombia remained under ownership of Oxy in partnership with Ecopetrol, with plans to drill the first well by 2024. Anadarko Colombia, a subsidiary of Oxy, and Ecopetrol entered into a joint exploration agreement in May 2022 for offshore exploration in deep waters of the Caribbean, with plans to drill the world's deepest offshore oil well by 2024.

In August 2023, Occidental acquired Carbon Engineering, a direct air capture technology company, for $1.1 billion. In August 2024, the company acquired CrownRock, a Permian producer, for $12.4 billion. In August 2024, Anadarko Peru, a subsidiary of Oxy, completed the initial phase of a 3D marine seismic acquisition project in northern Peruvian waters. In April 2025, Oxy acquired Holocene, a carbon removal startup active in enhanced oil recovery. In August 2025, Oxy sold its natural gas gathering affiliate in the Permian Basin to Enterprise Products for $580 million.

In January 2026, Occidental sold OxyChem to Berkshire Hathaway—which owns 28% of Occidental's stock—for $9.7 billion. Occidental said it would use $6.5 billion to lower debt. It also retained all legacy environmental liabilities for OxyChem. In May 2026, Oxy acquired a 10% stake in Exxon Mobil's deepwater exploration block offshore Trinidad and Tobago. Effective June 2026, CEO Vicki Hollub retired and was replaced by COO Richard Jackson, with Hollub remaining on the board in an advisory capacity.

Acquisitions

In 1981, Occidental acquired IBP, Inc., one of largest producers of beef and pork products in the United States. In 1988, the company acquired Cain Chemical for $2 billion.

In 2005, the company acquired Vintage Petroleum for $3.8 billion. In 2008, it acquired a 10% stake in Plains All American Pipeline. The company also acquired assets from Plains Exploration & Production for $1.3 billion. In October 2009, Occidental acquired Citigroup's Phibro energy-trading business, for its net asset value of approximately $250 million. The unit was managed by Andrew J. Hall, who received compensation of approximately $100 million per year in 2007 and 2008. After the acquisition, the division reported its first losses since the 1990s. In 2016, Phibro was wound down and sold.

In August 2019, Occidental acquired Anadarko Petroleum for $57 billion, making the deal the world's fourth biggest oil and gas acquisition to date. Anadarko was the subject of the largest environmental settlement in American history, involved with the Deepwater Horizon BP disaster and was fined under the Clean Water Act. The deal was clinched as Berkshire Hathaway invested $10 billion in exchange for 100,000 shares of cumulative perpetual preferred stock with a value of $100,000 per share. Berkshire also received a warrant to purchase up to 80 million more shares at an exercise price of $62.50 a share.

Operations

The company's operations are concentrated in two geographic areas: the United States and the Middle East, with some ventures in South America. As of December 31, 2020, Occidental had 2.911 billion barrels of oil equivalent (1.781×1010 GJ) of oil equivalent net proved reserves, of which 51% was petroleum, 19% was natural gas liquids, and 30% was natural gas. In 2020, the company had production of 1,350 thousand barrels of oil equivalent (8,300,000 GJ) per day.

United States

In 2020, the company's United States operations produced 1,037 thousand barrels of oil equivalent (6,340,000 GJ) per day, representing 77% of the company's worldwide production, including 575 thousand barrels of oil equivalent (3,520,000 GJ) per day in Permian Basin, where Occidental is the largest operator and oil producer. The company produced 435 thousand barrels of oil equivalent (2,660,000 GJ) per day from unconventional oil directional drilling via Permian Resources and 140 thousand barrels of oil equivalent (860,000 GJ) per day using enhanced oil recovery, whereby carbon dioxide and water are injected into underground formations to extract the oil and gas. The company also produced 293 thousand barrels of oil equivalent (1,790,000 GJ) per day in the Denver Basin.

Middle East

The company's oil and gas operations in the Middle East are in Oman, Qatar, and the United Arab Emirates and are via production sharing agreements. The region produced 251 thousand barrels of oil equivalent (1,540,000 GJ) per day, representing approximately 19% of 2020 total production. The region also held 28% of the company's proved reserves in 2020.

The company is the largest independent oil producer in Oman. In Qatar, the company is the second-largest oil producer offshore and is a partial owner in the Dolphin Gas Project, which delivers gas to Oman and the United Arab Emirates.

Decarbonization projects

In June 2024, Occidental Petroleum signed a memorandum of understanding with TAE Technologies to explore commercial opportunities for using TAE's nuclear fusion technology to provide clean electricity and heat for Occidental's direct air capture (DAC) projects. DAC is an energy-intensive process that involves removing CO2 from the atmosphere, and the partnership aims to address the energy needs of DAC with low-carbon power solutions. TAE Technologies, known for its advanced nuclear fusion research, plans to have a demonstration project by 2025 and a commercial facility in the 2030s.

Environmental record

In 2024, the company ranked as the 26th-largest fossil fuel producer by historical greenhouse gas emissions, having emitted 12,907 MtCO₂e, accounting for 0.65% of total global emissions.

The company uses enhanced oil recovery for part of its production, which is less pollutive than other methods of oil extraction.

2016: Copper Basin, Tennessee, United States of America

In 1982, the company acquired land in the Copper Basin in Tennessee, formerly the site of the Burra Burra Mine, where copper and sulfur had been mined in the 1800s. In 2016, Occidental agreed to spend $50 million to clean up the Copper Basin and restore the water quality of its creeks.

1942-1952: chemical waste disposal in Love Canal, New York, United States of America

Since the 1920s, several companies and the United States Armed Forces used the Love Canal in Niagara Falls, New York as a chemical disposal site. In 1942, Occidental predecessor Hooker Chemical Company began disposing of chemical waste at the site and, in 1947, it became the sole owner and user of the land. In 1952, the site was filled to capacity and closed off. The company leased the land to the local school board in 1953. Later in the 1950s, the school board requested that the company sell the land, and threatened to use eminent domain. The school board intended to build a school on an unused area of the dump.

A school was built on the site, and later a middle-class residential district was built on land adjacent to the site. The construction broke through the 4-foot (1.2 m) clay seal containing the waste. In 1968, Hooker Chemical was purchased by Occidental. In 1978, residents became concerned about unusual health issues in the region, including high rates of cancer and birth defects. This subsequently became a national news story, and in 1980, president Jimmy Carter declared a federal emergency in the area. Residents were eventually relocated, and the company paid $129 million in restitution.

2008: Oleum spill in Petrolia, Pennsylvania, United States of America

On Saturday, October 11, 2008, oleum was accidentally spilled at a facility in Petrolia, Pennsylvania which belonged to Indspec, an affiliate of Occidental Chemical Corporation. Oleum is a chemical mixture of sulfuric acid and sulfur trioxide. The accident contaminated the ventilation system and caused a cloud of toxic gas. Over 2,000 residents had to be evacuated for the day. The spill was caused by an auxiliary pump power supply which lacked safety interlocks to prevent tank overfilling.

1997: Explosion in Kamalganj Upazila, Bangladesh

On 14 June 1997, an explosion at the Magurchhaqra gas field in Kamalganj Upazila, Moulvibazar District of Bangladesh destroyed large areas of Lawachara National Park and nearby areas. Occidental was drilling at the gas field which was later abandoned. The explosion damaged 28 tea gardens in the area. It was estimated to have caused 90 to 140 billion BDT in damages. The government of Bangladesh claimed compensation from Occidental but it left the country handing over the well to Unocal which later sold the interests to Chevron.

1992-2001: Drilling in U'wa lands, Colombia

From 1992 to 2001, the company tried to drill for oil in the territory of the U'wa people, in northeast Colombia. The locals resisted, concerned about environmental degradation and fears that development would bring strangers and be a target for guerrilla warfare. There also were tribal beliefs that oil is the "blood of the earth" and should not be removed. In 2002, after years of shareholder resolutions, legal battles, protests, and a failed test well, the company abandoned the project. Repsol took over the project.

1998: bombing of Santo Domingo, Colombia

On December 13, 1998, 17 civilians, including 7 children, were killed when the Colombian Air Force (CAF) dropped a cluster bomb in the hamlet of Santo Domingo, Colombia, after AirScan, Occidental's security contractor, misidentified it as a hostile guerrilla target. Groups such as FARC and the National Liberation Army were active in the area. Three employees of AirScan were flying the Skymaster plane from which they provided the Colombian military with the coordinates to drop the bombs. The operation had been planned by the CAF and AirScan at Occidental's complex in Caño Limón. In April 2003, Luis Alberto Galvis Mujica, a witness and survivor of the accident, sued Occidental. The courts ruled that Occidental was not liable for the incident.

1971-2000: Drilling in Peru and Maynas Carijano v. Occidental Petroleum

On May 10, 2007, a group of 25 Achuar Peruvians, a group of Indigenous peoples, filed suit against the company, demanding environmental remediation and reparations for environmental degradation allegedly caused by the company between 1971 and 2000, when it drilled in Block 1-AB in Peru. The plaintiffs claimed that the company violated technical standards and environmental law when it dumped a total of 9 billion barrels (1.4×10^9 m3) of toxic oil by-products, such as cadmium, lead, and arsenic, in drainage basins used by the Achuar people to fish, drink, and bathe. This environmental damage was alleged to have caused premature deaths and birth defects. A 2006 study by the Ministry of Health of Peru, found that all but 2 of the 199 people tested had levels of cadmium in their blood above safe levels.

The Achuar were represented by EarthRights International and the law firm Schonbrun DeSimone Seplow Harris & Hoffman LLP.

On March 3, 2010, EarthRights International argued to the United States Court of Appeals for the Ninth Circuit that the case should be litigated in Los Angeles, where the company was headquartered. The court agreed with a trial in the United States, overturning the decision of the lower courts, and, in 2013, the United States Supreme Court refused to hear the company's appeal. In March 2015, the company made a settlement for an undisclosed amount, with the funds to be used for health, education, and nutrition projects in five Achuar communities in the Corrientes River basin.

Political record

Contributions

Occidental has disclosed its contributions to political action committees, lobbyists, and trade associations on its website. In 2005, the company was among 53 entities which contributed the maximum of $250,000 to the Second inauguration of George W. Bush. The company also donated between $10,000 and $25,000 to the Clinton Foundation.

Lobbying to do business in Libya

The company began operations in Libya in 1965 and operated there until economic sanctions were imposed in 1986 by the United States. The company was one of the first American companies to resume negotiations in Libya after the sanctions were lifted in 2004. In 2008, the company, along with 5 other oil companies, was criticized for hiring Hogan Lovells to lobby to exempt Libya from a law written by U.S. Senator Frank Lautenberg (D-NJ) to assist American terror victims in seizing assets of countries found culpable in terror attacks, such as the Libyan bombing of Pan Am Flight 103 over Lockerbie in 1988. and to remove a provision in the Dodd–Frank Wall Street Reform and Consumer Protection Act that requires disclosure of payments to foreign governments.

In early 2011, the company ceased exploration activities and production operations in Libya due to the growing civil unrest in the country and U.S. sanctions. In June 2011, the U.S. Securities and Exchange Commission and United Kingdom prosecutors requested information from the company, ExxonMobil and ConocoPhillips related to the Libyan Investment Authority (LIA), an investment firm controlled by Libyan leader Muammar Gaddafi, to determine if there were any violations of international bribery laws. The Libyan Investment Authority's investments were frozen by the U.S. government in early 2011 following the Gaddafi regime's attacks on Libyan civilians. In 2016, the company announced it was seeking an exit strategy in Libya and sold its remaining operations there in 2017.

Gore family

Former CEO Armand Hammer was a long time friend of former U.S. Senator Albert Gore, Sr. and Gore was a member of the board of directors of the company. In September 1972, after he lost an election for the United States Senate in 1970, Gore became the head of Island Creek Coal Company, an Occidental subsidiary. Much of the company's coal and phosphate production was in Tennessee, the state Gore represented in the Senate, and Gore owned shares in the company. The company liquidated its coal assets in 1993 after Hammer died.

Former Vice President of the United States Al Gore was criticized by environmentalists when he inherited shares in the company after the death of his father in 1998; however, the shares were immediately sold. In 1998, the U.S. government sold the Elk Hills Oil Field to Occidental for $3.65 billion after an auction process that involved selling the field in segments and offering it to multiple bidders. However, critics cited the Gore family's involvement with the company as evidence of graft.

Safety record

In 1999, OxyChem achieved Star Status under OSHA's Voluntary Protection Programs as being among the safest work sites in the U.S.

Piper Alpha

On July 6, 1988, the company's Piper Alpha offshore production platform in the North Sea was destroyed when an out of service gas condensate pump was started with its pressure safety valve removed. The subsequent gas leak, explosion and fire resulted in the deaths of 167 workers in what remains the world's deadliest offshore disaster. The subsequent inquiry blamed the accident on inadequate maintenance and safety procedures by Occidental, though no charges were brought.

Price-fixing lawsuit

In January 2024, a class action lawsuit was filed by drivers in three US states accusing Occidental, along with seven other oil and gas producers, of an illegal price fixing scheme to constrain production of shale oil that led to American drivers paying more for gasoline than they would have in a competitive market.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorEnergy industryEnergy employees10,412 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$21.59B
2019-12-31 → 2025-12-31
EPS$1.61
2019-12-31 → 2025-12-31
Free Cash Flow$4.11B
2019-12-31 → 2025-12-31
Net margin33.7%
2019-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend OXY 5Y avg Peer Median Verdict
P/E (TTM) 9.0 · · ·
P/S (TTM) 2.7 · · ·
P/B (MRQ) 1.4 · · ·
Price / FCF (TTM) 10.9 · · ·
Price / Cash Flow (TTM) 5.3 · · ·
Price / Tangible Book 1.6 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$1.12Paid quarterly
5Y Div CAGR≈88.8%Per share, split-adjusted
Growth Streak≈4Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 10, 2026$0.28USD≈1.7%
Jun 10, 2026$0.26USD≈1.8%
Mar 10, 2026$0.26USD≈1.8%
Dec 10, 2025$0.24USD≈2.3%
Sep 10, 2025$0.24USD≈2.0%
Jun 10, 2025$0.24USD≈2.1%
Mar 10, 2025$0.24USD≈1.9%
Dec 10, 2024$0.22USD≈1.8%
Sep 10, 2024$0.22USD≈1.6%
Jun 10, 2024$0.22USD≈1.3%
Mar 7, 2024$0.22USD≈1.2%
Dec 7, 2023$0.18USD≈1.3%
Sep 7, 2023$0.18USD≈1.0%
Jun 8, 2023$0.18USD≈1.0%
Mar 9, 2023$0.18USD≈0.94%
Dec 9, 2022$0.13USD≈0.83%
Sep 9, 2022$0.13USD≈0.61%
Jun 9, 2022$0.13USD≈0.43%
Mar 9, 2022$0.13USD≈0.28%
Dec 9, 2021$0.01USD≈0.13%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 40.9%
Next Report Nov 09, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $2.40 $1.86 29.2%
March 31, 2026 $1.06 $0.60 77.5%
Dec. 31, 2025 $0.31 $0.18 68.2%
Sept. 30, 2025 $0.64 $0.52 23.0%
June 30, 2025 $0.39 $0.29 35.2%
March 31, 2025 $0.87 $0.78 12.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $21.59B$22.02B$23.16B$36.63B$25.96B$17.81B$20.91B$17.82B$12.51B$10.09B$12.48B$19.31B
Cost of Revenue ·$3.12B$3.12B$3.27B$2.77B$2.41B$2.79B$2.83B$2.94B···
SG&A Expense $986M$960M$987M$945M$863M$864M$893M$585M····
Operating Expenses ··········$1.27B$1.50B
Other Non-op $76M$759M$426M$1.11B$753M$-53M$606M$331M$357M···
Pretax Income $3.13B$4.02B$4.66B$14.12B$3.71B$-15.71B$354M$5.61B$1.33B$-1.66B$-9.48B$1.54B
Income Tax $1.02B$1.16B$1.33B$813M$915M$-2.17B$861M$1.48B$17M$-662M$-1.33B$1.69B
Net Income $2.37B$3.08B$4.70B$13.30B$2.32B$-14.83B$-522M$4.13B$1.31B$-574M$-7.83B$616M
EPS (Basic) $1.65$2.59$4.22$13.41$1.62$-17.06$-1.22$5.40$1.71$-0.75$-10.23$0.79
EPS (Diluted) $1.61$2.44$3.90$12.40$1.58$-17.06$-1.22$5.39$1.70$-0.75$-10.23$0.79
Shares (Basic) 975,500,000911,800,000889,200,000926,200,000935,000,000918,700,000809,500,000761,700,000765,100,000763,800,000765,600,000781,100,000
Shares (Diluted) 1,000,100,000967,100,000960,900,0001,002,000,000958,800,000918,700,000809,500,000763,300,000765,900,000763,800,000765,600,000781,100,000
EBITDA $7.53B$7.37B$6.87B$6.93B$8.45B$8.10B$5.98B$3.98B$4.00B$4.27B$4.54B$4.26B
Balance Sheet 29
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $1.97B$2.12B$1.43B$984M$2.76B$2.01B$3.03B$3.03B$1.67B$2.23B$3.20B$3.79B
Short-term Investments ··········$167M$394M
Receivables $2.58B$2.84B$3.19B$4.28B$4.21B$2.12B$4.23B$4.89B$4.14B$3.99B$2.97B$4.21B
Inventory $1.82B$1.76B$2.02B$2.06B$1.85B$1.90B$1.58B$1.26B$1.25B$866M$986M$1.05B
Other Current Assets $601M$490M$830M$1.56B$1.39B$1.20B$1.43B$746M$733M$1.34B$911M$807M
Current Assets $8.83B$9.07B$8.38B$8.89B$10.21B$8.82B$14.63B$9.93B$8.27B$8.43B$9.40B$13.87B
PP&E (Net) $63.64B····$65.89B$82.23B$31.44B$31.17B$32.34B$31.64B$39.73B
PP&E (Gross) $137.75B····$118.96B$124.27B$74.42B$70.25B$71.29B$71.06B$74.52B
Accum. Depreciation $74.11B····$53.08B$42.04B$42.98B$39.07B$38.96B$39.42B$34.78B
Goodwill $668M$668M··········
Intangibles ·······$8M····
Other Non-current Assets $11.72B$10.51B$2.75B$1.26B········
Total Assets $84.19B$85.44B$74.01B$72.61B$75.04B$80.06B$107.19B$42.16B$42.03B$43.11B$43.41B$56.24B
Accounts Payable $3.29B$3.47B$3.65B$4.03B$3.90B$2.99B$4.91B$4.88B$4.41B$3.93B$3.07B$5.23B
Accrued Liabilities $3.59B$4.25B$3.85B$3.29B$4.05B$3.57B$5.45B$2.41B$2.49B$2.44B$2.21B$2.60B
Current Liabilities $9.43B$9.52B$9.15B$7.76B$8.32B$8.22B$12.71B$7.41B$7.40B$6.36B$6.84B$8.24B
Capital Leases $605M$469M$727M$657M$585M$641M$872M·····
Deferred Tax $5.64B$5.39B$5.76B$5.51B$7.04B$7.11B$9.72B$907M$581M$1.13B$1.32B$3.02B
Other Non-current Liabilities $7.31B$7.03B$3.78B$3.33B$3.16B$3.00B$3.86B$1.01B$1.17B$1.35B$4.04B$3.20B
Long-term Debt $21.40B$25.32B$19.00B$19.15B$29.03B$35.83B$38.59B$10.40B$9.90B$9.80B$8.30B$6.80B
Total Debt ·····$36.19B$38.59B$10.32B$9.83B$9.82B$8.33B$6.84B
Common Stock $243M$233M$222M$220M$217M$216M$209M$179M$179M$178M$178M$178M
Paid-in Capital $21.01B$19.87B$17.42B$17.18B$16.75B$16.55B$14.96B·····
Retained Earnings $21.89B$21.19B$19.63B$16.50B$4.48B$3.00B$20.18B$23.75B$21.93B$22.98B$25.96B$36.07B
Treasury Stock $15.60B$15.60B$15.58B$13.77B$10.67B$10.66B$10.65B$10.47B$9.17B$9.14B$9.12B$8.53B
AOCI $202M$179M$275M$195M$-208M$-288M$-221M$-172M$-258M$-266M$-307M$-357M
Stockholders' Equity $36.03B$34.16B$30.25B$30.09B$20.33B$18.57B$34.23B$21.33B$-258M$21.50B$24.35B$34.96B
Liabilities + Equity $84.19B$85.44B$74.01B$72.61B$75.04B$80.06B$107.19B$43.85B$42.03B$43.11B$43.41B$56.26B
Shares Outstanding 986,026,416938,457,983879,463,103899,858,944934,074,7001,080,565,0001,044,435,000895,116,000893,469,000892,215,000891,360,000890,558,000
Cash Flow 16
Metric Trend 202520242023202220212020201920182017201620152014
D&A $7.53B$6.95B$6.45B$6.93B$8.45B$8.10B$6.14B$3.98B$4.00B$4.27B$4.54B$4.26B
Deferred Tax $127M$-265M$54M$-1.64B$46M$-2.52B$-1.03B$371M$-719M$-517M$-1.37B$-1.18B
Other Non-cash $503M$1.45B$690M$-1.78B$-381M$13.21B$3.41B$-810M$402M$206M$8.01B$7.37B
Operating Cash Flow $10.53B$11.44B$12.31B$16.81B$10.43B$3.96B$7.38B$7.67B$4.86B$3.38B$3.35B$11.07B
CapEx $6.43B$6.26B$5.70B$4.50B$2.87B$2.54B$6.37B$4.97B$3.60B$2.72B$5.27B$8.93B
Investing Cash Flow $-5.80B$-14.59B$-6.98B$-4.87B$-1.25B$-819M$-29.03B$-3.21B$-3.08B$-4.74B$-5.42B$-8.47B
Debt Issued ······$21.56B$978M$0$4.20B$1.48B·
Net Debt Issued $-3.75B$-4.51B$-22M···$21.56B$478M·$1.49B$1.48B$-107M
Stock Issued $966M$584M$135M$293M$31M$134M$10.03B$33M$28M$36M$37M$33M
Stock Repurchased $0$27M$1.80B$3.10B$8M$12M$237M$1.25B$25M$22M$593M$2.50B
Net Stock Activity $966M$557M$-1.66B$-2.81B$23M$122M$9.79B$-1.22B$3M$14M$-556M$-2.47B
Dividends Paid ···$1.18B$839M$1.84B$2.62B$2.37B$2.35B$2.31B$2.26B$2.21B
Financing Cash Flow $-4.84B$3.84B$-4.89B$-13.71B$-8.57B$-4.52B$22.19B$-3.10B$-2.34B$-802M$1.48B$-2.20B
Net Change in Cash $-111M$693M$438M$-1.78B$609M$-1.38B$541M$1.36B$-561M$-2.16B$-588M$396M
Taxes Paid $1.24B$1.04B$1.04B·········
Free Cash Flow $4.11B$4.42B$6.04B$12.31B$7.56B$1.42B$1.02B$2.69B$1.40B$666M$-1.92B$2.14B
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11.0%11.5%16.6%36.3%8.9%-83.3%-4.8%26.6%10.5%-5.7%-62.7%3.2%
Pretax Margin 14.5%15.2%22.8%38.5%14.3%-88.2%0.91%36.0%10.6%-16.5%-77.6%6.3%
EBITDA Margin 34.9%27.6%24.3%18.9%32.5%45.5%29.3%25.6%32.0%42.3%36.4%22.1%
ROA 2.8%3.6%6.4%·3.0%-15.8%-1.3%9.6%3.1%-1.3%-15.7%0.98%
ROE 6.8%9.6%15.8%·11.8%-56.2%-3.5%-1921.4%6.2%-2.5%-26.4%1.6%
Liquidity & Solvency 4
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.91.00.9·1.21.11.21.31.11.31.41.7
Quick Ratio 0.50.60.5·0.80.50.61.10.81.00.91.0
Debt / Equity ·····1.91.1-60.00.50.50.30.2
LT Debt / Equity ·····1.91.1-59.30.50.50.30.2
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.30.4·0.30.20.30.40.30.20.30.3
Inventory Turnover ·1.51.5·1.51.42.1·····
Receivables Turnover 8.08.07.6·8.25.63.63.43.12.93.53.9
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $36.54$36.40$34.40·$18.76$17.19$32.78$-0.19$23.02$24.09$27.32$39.26
Revenue / Share $21.59$27.63$29.41$36.56$27.07$19.39$25.19$20.39$16.33$13.21$16.30$24.72
Cash Flow / Share $10.53$11.83$12.81$16.78$10.88$4.30$9.11$10.05$6.52$4.43$4.38$14.17
Cash / Share $2.00$2.27$1.62·$2.55$1.86$2.90$3.39$1.87$2.50$3.59$4.25
Dividend / Share $0.96$0.88$0.72$0.52$0.04$0.82$3.14$3.10$3.06$3.02$2.97$2.88
EPS (TTM) $1.61$2.44$3.90$12.40$1.58$-17.06$-1.22$5.39$1.70$-0.75$-10.23$0.79
Growth Rates 7
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY -1.9%-4.9%-36.8%41.1%45.8%·······
Revenue CAGR 3Y -16.2%-5.3%9.2%·········
Revenue CAGR 5Y 3.9%···········
EPS YoY -34.0%-37.4%-68.5%684.8%········
EPS CAGR 3Y -49.4%15.6%··········
Net Income YoY -23.0%-34.4%-64.7%472.9%········
Net Income CAGR 3Y -43.7%9.8%··········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $21.59B$22.02B$23.16B$36.63B$25.96B$17.81B$20.91B$17.82B$12.51B$10.09B$12.48B$19.31B
Net Income TTM $2.37B$3.08B$4.70B$13.30B$2.32B$-14.83B$-522M$4.13B$1.31B$-574M$-7.83B$616M
Market Cap $40.55B$46.37B$52.51B·$31.41B$18.70B$43.04B$54.94B$65.81B$63.55B$60.16B$71.67B
Enterprise Value ·····$52.88B$78.60B$62.23B$73.97B$71.14B$65.13B$74.32B
P/E 25.520.215.35.118.3-1.0-33.811.443.3-95.0-6.6101.9
P/S 1.92.12.3·1.21.12.13.15.36.34.83.7
P/B 1.11.41.7·1.51.01.3-319.43.23.02.52.0
P / Tangible Book 1.11.41.71.91.51.0······
P / Cash Flow 3.84.14.3·3.04.75.87.213.218.818.06.5
P / FCF 9.910.58.7·4.213.242.220.447.195.4-31.333.5
EV / EBITDA ·····6.513.115.618.516.714.317.4
EV / FCF ·····37.277.123.152.9106.8-33.934.8
EV / Revenue ·····3.03.83.55.97.15.23.8
Dividend Yield ····2.7%9.9%6.1%4.3%3.6%3.6%3.8%3.1%
Earnings Yield 3.9%4.9%6.5%19.7%5.5%-98.6%-3.0%8.8%2.3%-1.1%-15.2%0.98%
Payout Ratio ···8.9%36.1%-12.4%-266.4%57.5%179.0%-402.3%-28.9%358.8%
Annual Payout ···$1.18B$839M$1.84B$2.62B$2.37B$2.35B$2.31B$2.26B$2.21B

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312024-09-302024-06-302024-03-31
Revenue $21.59B $22.02B · · ·
Net Income $2.37B $3.08B · · ·
Diluted EPS $1.61 $2.44 · · ·

Institutional owners (13F) 1,378 filers · $46.8B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,378
Value held $46.8B
New positions 139
Exited positions 179
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
139 (-174 vs prior Q) 179 (+88 vs prior Q) 519 (+58 vs prior Q) 397 (+3 vs prior Q) +26.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Berkshire Hathaway Inc $12,868,205,304 264,941,431 27.51% Shares
VANGUARD GROUP INC $3,696,715,838 89,900,677 7.90% Shares
Dodge & Cox $3,534,193,330 72,764,944 7.56% Shares
BlackRock, Inc. $2,712,879,736 55,855,049 5.80% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,336,077,410 48,097,126 4.99% Shares
STATE STREET CORP $2,252,270,695 46,141,269 4.81% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,919,021,634 39,510,431 4.10% Shares
GEODE CAPITAL MANAGEMENT, LLC $962,845,551 19,900,735 2.06% Shares
Invesco Ltd. $619,024,812 12,745,004 1.32% Shares
MORGAN STANLEY $594,499,243 12,240,048 1.27% Shares
AQR CAPITAL MANAGEMENT LLC $557,252,745 11,473,188 1.19% Shares
Bank of New York Mellon Corp $516,975,024 10,643,916 1.11% Shares
H&H International Investment, LLC $498,401,055 10,261,500 1.07% Shares
DIMENSIONAL FUND ADVISORS LP $487,030,170 10,026,694 1.04% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $456,159,726 9,391,800 0.98% Call option
JANE STREET GROUP, LLC $335,574,987 6,909,100 0.72% Call option
BANK OF AMERICA CORP /DE/ $326,914,775 6,730,796 0.70% Shares
NORTHERN TRUST CORP $316,802,001 6,522,586 0.68% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $316,708,535 4,872,439 0.68% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $300,075,174 6,178,200 0.64% Put option
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $279,778,596 5,760,317 0.60% Shares
GOLDMAN SACHS GROUP INC $273,081,293 5,622,427 0.58% Shares
Qube Research & Technologies Ltd $271,279,527 5,585,331 0.58% Shares
Point72 Asset Management, L.P. $252,256,455 5,193,668 0.54% Shares
CITADEL ADVISORS LLC $236,618,469 4,871,700 0.51% Call option
PeakShares LLC $228,182,000 4,698 0.49% Shares
VANGUARD FIDUCIARY TRUST CO $198,812,650 4,093,322 0.43% Shares
CITADEL ADVISORS LLC $196,251,942 4,040,600 0.42% Put option
BNP PARIBAS FINANCIAL MARKETS $188,039,289 3,871,511 0.40% Shares
UBS Group AG $185,810,994 3,825,633 0.40% Shares
FMR LLC $180,746,262 3,721,356 0.39% Shares
DANSKE BANK A/S $174,240,940 3,587,419 0.37% Shares
TWO SIGMA INVESTMENTS, LP $173,731,782 3,576,936 0.37% Shares
Legal & General Group Plc $168,860,016 3,476,632 0.36% Shares
Scharf Investments, LLC $154,829,078 3,187,747 0.33% Shares
Amundi $150,491,911 3,098,454 0.32% Shares
D. E. Shaw & Co., Inc. $149,438,427 3,076,764 0.32% Shares
AMERICAN CENTURY COMPANIES INC $142,551,127 2,934,962 0.30% Shares
Smead Capital Management, Inc. $140,366,556 2,889,985 0.30% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $132,321,145 2,724,339 0.28% Shares
JPMORGAN CHASE & CO $127,442,029 2,596,088 0.27% Shares
Nuveen, LLC $118,001,960 2,429,524 0.25% Shares
BARCLAYS PLC $117,566,746 2,420,563 0.25% Shares
JANE STREET GROUP, LLC $111,749,856 2,300,800 0.24% Put option
CITADEL ADVISORS LLC $111,303,789 2,291,616 0.24% Shares
MILLENNIUM MANAGEMENT LLC $110,605,790 2,277,245 0.24% Shares
COOKE & BIELER LP $107,814,180 2,219,769 0.23% Shares
WORLDQUANT MILLENNIUM ADVISORS LLC $106,068,963 2,183,837 0.23% Shares
Swiss National Bank $101,327,414 2,086,214 0.22% Shares
DEUTSCHE BANK AG\ $96,382,698 1,984,408 0.21% Shares

Show all 1,378 institutional owners →

Activists & 5%+ owners 6 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Occidental Petroleum Corporation, OXY USA Inc., OXY Oil Partners, Inc., Baseball Merger Sub 2, Inc., Anadarko Petroleum Corporation, Western Gas Resources, Inc., APC Midstream Holdings, LLC, Anadarko Holding Company, Kerr-McGee Corporation, Kerr-McGee Worldwide Corporation, Anadarko USH1 Corporation ×18 filings Feb. 5, 2026 38.30% Amendment · SEC
Icahn Partners Master Fund LP, Icahn Offshore LP, Icahn Partners LP, Icahn Onshore LP, Icahn Capital LP, IPH GP LLC, Icahn Enterprises Holdings L.P., Icahn Enterprises G.P. Inc., Beckton Corp., Carl C. Icahn ×7 filings March 2, 2022 · Initial filing · SEC
March 12, 2021 · Initial filing · SEC
March 25, 2020 · Initial filing · SEC
High River Limited Partnership, Hopper Investments LLC, Barberry Corp., Icahn Partners Master Fund LP, Icahn Offshore LP, Icahn Partners LP, Icahn Onshore LP, Icahn Capital LP, IPH GP LLC, Icahn Enterprises Holdings L.P., Icahn Enterprises G.P. Inc., Beckton Corp., Carl C. Icahn March 12, 2020 · Initial filing · SEC
Occidental Petroleum Corporation S.S. OR, Occidental Petroleum Investment Co. S.S. OR, Occidental Chemical Holding Corporation S.S. OR ×4 filings Feb. 6, 2007 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 67 insiders · 37 officers · 33 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Richard A. Jackson President and CEO Sept. 30, 2026 F 439,974 1 0 $249,853
Sunil Mathew SVP & CFO March 1, 2026 A 228,739 0 0 $0
Cedric W. Burgher SVP & CFO Feb. 28, 2020 F 118,864 0 0 $0
Christopher G Stavros SVP & CFO Feb. 28, 2017 F 73,405 0 0 $0
Dale R Laurance President Dec. 13, 2004 F 788,788 0 0 $0
Brad Pollack SVP & General Counsel Aug. 1, 2026 A 42,660 0 0 $0
Jeff F Simmons Senior Vice President March 1, 2026 A 332,726 0 0 $0
Robert L Peterson Senior Vice President March 1, 2026 A 313,199 0 0 $0
Kenneth Dillon Senior Vice President March 1, 2026 A 372,201 0 0 $0
Christopher O Champion VP, CAO and Controller March 1, 2026 A 144,004 0 0 $0
Sylvia J Kerrigan SVP & Chief Legal Officer March 1, 2026 A 179,516 0 0 $0
Peter J. Bennett Vice President March 1, 2024 A 146,156 0 0 $0
Marcia E. Backus SVP, GC & CCO Feb. 28, 2022 F 150,792 0 0 $0
Burnis J. Hebert Vice President Aug. 31, 2020 F · 0 0 $0
Oscar K Brown Former Senior Vice President June 8, 2020 S 35,000 0 0 $0
Robert Palmer Senior Vice President Feb. 28, 2020 F 33,511 0 0 $0
Glenn M. Vangolen SVP - Business Support Feb. 28, 2020 F 110,140 0 0 $0
Edward A. Lowe Executive Vice President Feb. 28, 2020 F 202,349 0 0 $0
Jennifer M Kirk VP and Principal Acct. Officer July 12, 2019 F 32,139 0 0 $0
Joseph C. Elliott Senior Vice President July 12, 2018 F 57,693 0 0 $0
Cynthia Lynn Walker SVP-Mkting & Midstream Ops&Dev Feb. 17, 2016 A 21,866 0 0 $0
Willie Cw Chiang EVP - Operations Feb. 11, 2015 A 19,399 0 0 $0
Roy Pineci VP, Controller, Prin Acct Offr July 9, 2014 A 22,295 0 0 $0
William E Albrecht Vice President July 9, 2014 A 49,909 0 0 $0
James M Lienert Executive VP, Business Support Oct. 15, 2013 F 146,266 0 0 $0
Donald P De Brier Corp. EVP & Corp. Secretary Oct. 15, 2013 F 683,266 0 0 $0
Chuck B Anderson Vice President Sept. 19, 2013 S 28,922 0 0 $0
John C. Ale VP and General Counsel April 18, 2013 F 14,915 0 0 $0
Ray R Irani Executive Chairman Dec. 21, 2012 G 7,657,622 0 0 $0
Casey R Olson Executive Vice President Feb. 5, 2009 A 106,998 0 0 $0
Jim A Leonard Vice President and Controller July 22, 2008 F 21,090 0 0 $0
James R Havert Vice President and Treasurer July 22, 2008 F 86,284 0 0 $0
Martin Cozyn EVP - Human Resources April 1, 2008 A 10,684 0 0 $0
John W Morgan Executive Vice President Feb. 21, 2008 F 433,824 0 0 $0
Richard W Hallock Executive VP - Human Resources Feb. 21, 2008 F 357,537 0 0 $0
DOMINICK SAMUEL P JR Vice President and Controller Feb. 9, 2005 A 96,931 0 0 $0
John L Hurst Executive Vice President Feb. 17, 2004 S 29,337 0 0 $0
Vicki A. Hollub Director Sept. 25, 2026 G 974,835 0 0 $0
Claire Oneill Director May 4, 2026 A 16,265 0 0 $0
Kenneth B. Robinson Director May 4, 2026 F 15,359 0 0 $0
Bob Shearer Director May 4, 2026 A 66,463 0 0 $0
Avedick Baruyr Poladian Director May 4, 2026 A 79,575 0 0 $0
Vicky A Bailey Director May 4, 2026 F 15,490 0 0 $0
Jack B Moore Director May 4, 2026 F 76,431 0 0 $0
Andrew Gould Director May 4, 2026 F 46,334 0 0 $0
Carlos M Gutierrez Director May 4, 2026 A 82,651 0 0 $0
William R Klesse Director May 4, 2026 F 222,149 1 0 $194,900
Stephen I Chazen Director May 9, 2022 F 293,777 0 0 $0
Gaoxiang Hu Director May 10, 2021 A 9,562 0 0 $0
Hernandez Margarita Palau Director May 10, 2021 A 21,434 0 0 $0
Andrew Langham Director May 10, 2021 A 21,401 0 0 $0
Nick Graziano Director June 1, 2020 A 13,890 0 0 $0
Elisse B. Walter Director March 4, 2020 P 24,842 0 0 $0
Margaret M Foran Director Aug. 14, 2019 P 50,828 0 0 $0
Eugene L. Batchelder Director June 10, 2019 P 5,100 0 0 $0
Spencer Abraham Director May 13, 2019 F 49,342 0 0 $0
Howard I Atkins Director May 10, 2019 F 28,073 0 0 $0
John E Feick Director May 7, 2018 A 46,503 0 0 $0
Edward P Djerejian Director Dec. 17, 2014 S 31,744 0 0 $0
Aziz D Syriani Director May 7, 2012 F 77,160 0 0 $0
Rosemary Tomich Director May 7, 2012 F 65,894 0 0 $0
Walter L Weisman Director April 30, 2012 G 39,044 0 0 $0
Rodolfo Segovia Director May 19, 2011 F 82,232 0 0 $0
John S Chalsty Director May 10, 2010 A 61,406 0 0 $0
Irvin W Maloney Director May 10, 2010 A 55,713 0 0 $0
Ronald W Burkle Director May 4, 2009 A 54,000 0 0 $0
Chad R Dreier Director May 7, 2007 A 40,666 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 131 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PXE · Invesco Exchange-Traded Fund Trust 4.79% 115,927 SH Oct. 1, 2026 Daily
RSPG · Invesco Exchange-Traded Fund Trust 4.49% 481,403 SH Oct. 1, 2026 Daily
OMAH · Tidal Trust III 4.19% 726,414 NS July 31, 2026 N-PORT
NBET · Neuberger Berman ETF Trust 3.00% 24,851 NS July 31, 2026 N-PORT
FXN · First Trust Exchange-Traded AlphaDE… 2.69% 178,519 NS July 31, 2026 N-PORT
UPGD · Invesco Exchange-Traded Fund Trust 1.94% 39,886 SH Oct. 1, 2026 Daily
ERX · Direxion Shares ETF Trust 1.82% 74,533 NS July 31, 2026 N-PORT
IYE · iShares Trust 1.80% 556,249 SH Sept. 11, 2026 Daily
FENY · FIDELITY COVINGTON TRUST 1.68% 590,147 NS July 31, 2026 N-PORT
GUSH · Direxion Shares ETF Trust 1.61% 69,762 NS July 31, 2026 N-PORT
PWV · Invesco Exchange-Traded Fund Trust 1.45% 474,746 SH Oct. 1, 2026 Daily
VDE · VANGUARD WORLD FUND 1.41% 3,207,362 SH Aug. 19, 2026 Daily
BKDV · BNY Mellon ETF Trust II 1.31% 421,587 NS July 31, 2026 N-PORT
IXC · iShares Trust 1.14% 553,677 SH Sept. 11, 2026 Daily
IGE · iShares Trust 1.08% 141,832 SH Sept. 11, 2026 Daily
COWZ · Pacer Funds Trust 1.08% 3,526,640 NS July 31, 2026 N-PORT
CCNR · Financial Investors Trust 0.88% 66,030 NS July 31, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.81% 198,013 NS July 31, 2026 N-PORT
TEXN · iShares Trust 0.73% 2,255 SH Sept. 11, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.66% 193,407 SH Oct. 1, 2026 Daily
IMCV · iShares Trust 0.63% 118,645 SH Sept. 11, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.62% 4,791,921 SH Aug. 19, 2026 Daily
EQIN · Columbia ETF Trust I 0.60% 31,848 NS July 31, 2026 N-PORT
DFLV · Dimensional ETF Trust 0.57% 677,294 NS July 31, 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.55% 13,933,000 Oct. 1, 2026 Daily
IWS · iShares Trust 0.44% 1,083,830 SH Sept. 11, 2026 Daily
GUNR · FlexShares Trust 0.43% 548,658 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.42% 116,044 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.41% 11,960 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.35% 16,165,468 SH Aug. 19, 2026 Daily
CVY · Invesco Exchange-Traded Fund Trust 0.34% 7,130 SH Oct. 1, 2026 Daily
IWR · iShares Trust 0.33% 2,971,899 SH Sept. 11, 2026 Daily
REVS · Columbia ETF Trust I 0.31% 18,187 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.31% 85,257 SH Sept. 11, 2026 Daily
VLUE · iShares Trust 0.31% 484,666 SH Sept. 11, 2026 Daily
FEUS · FlexShares Trust 0.31% 6,050 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.30% 815,435 NS July 31, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.26% 1,108 NS July 31, 2026 N-PORT
DFVX · Dimensional ETF Trust 0.26% 23,548 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.25% 915 SH Sept. 11, 2026 Daily
HAPI · Harbor ETF Trust 0.24% 20,310 NS July 31, 2026 N-PORT
QLC · FlexShares Trust 0.23% 41,664 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.23% 33,778 SH Aug. 19, 2026 Daily
FYEE · Fidelity Greenwood Street Trust 0.22% 8,553 NS July 31, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.22% 37,299 SH Oct. 1, 2026 Daily
MTUM · iShares Trust 0.22% 856,275 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.21% 30,536 SH Oct. 1, 2026 Daily
EUSA · iShares, Inc. 0.21% 64,934 SH Sept. 11, 2026 Daily
FHEQ · Fidelity Greenwood Street Trust 0.21% 33,405 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.19% 18,364 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.19% 13,043 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 3,191,016 SH Oct. 1, 2026 Daily
ESGU · iShares Trust 0.18% 532,597 SH Sept. 11, 2026 Daily
EVUS · iShares Trust 0.18% 10,900 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.17% 177,542 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.15% 265,418 SH Oct. 1, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.15% 2,895,014 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.15% 1,205,926 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.14% 1,203,344 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.14% 633,740 SH Sept. 11, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.14% 7,085,843 SH Aug. 19, 2026 Daily
VFMO · VANGUARD WELLINGTON FUND 0.14% 58,492 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.13% 28,431 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.12% 72,712 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.12% 265,459 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.12% 167,194 SH Aug. 19, 2026 Daily
IWD · iShares Trust 0.12% 1,613,516 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.11% 197,738 SH Oct. 1, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.10% 437,811 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.10% 37 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.09% 14,914 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.09% 4,260 NS July 31, 2026 N-PORT
ACVF · ETF Opportunities Trust 0.09% 2,269 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.08% 439 SH Sept. 11, 2026 Daily
VOXP · Advisors Series Trust 0.07% 75 NS July 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.07% 7,218 SH Aug. 19, 2026 Daily
BKLC · BNY Mellon ETF Trust 0.07% 65,289 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.07% 9,151,894 SH Sept. 11, 2026 Daily
XYLG · Global X Funds 0.07% 754 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.07% 42 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.07% 14,111 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.06% 14,789 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.06% 100,437 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.06% 90 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.06% 12,319 NS July 31, 2026 N-PORT
USCL · iShares Trust 0.06% 29,614 SH Sept. 11, 2026 Daily
XYLD · Global X Funds 0.06% 36,417 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.06% 36,387 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.06% 232,151 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.06% 500,924 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.06% 30,951 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.06% 128,811 SH Oct. 1, 2026 Daily
XRMI · Global X Funds 0.06% 546 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.06% 4,341 SH Oct. 1, 2026 Daily
XTR · Global X Funds 0.06% 52 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.06% 199,223 SH Sept. 11, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.06% 871,232 SH Aug. 19, 2026 Daily
ITOT · iShares Trust 0.06% 932,195 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.06% 2,740 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.06% 17,466 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.05% 2,073 SH Sept. 11, 2026 Daily
PEVC · Pacer Funds Trust 0.05% 22 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.05% 577 SH Oct. 1, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.05% 5,051 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.05% 18,862,895 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.05% 23,686,304 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.05% 119,690 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.05% 61,017 SH Aug. 19, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.05% 14,707 SH Oct. 1, 2026 Daily
URTH · iShares, Inc. 0.05% 65,306 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.05% 18,486 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.05% 56,769 NS July 31, 2026 N-PORT
ACWI · iShares Trust 0.04% 235,046 SH Sept. 11, 2026 Daily
LGDX · Tidal Trust III 0.04% 1,074 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 598,100 SH Aug. 19, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 4,767 SH Oct. 1, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.00% 1,000 Sept. 30, 2026 Daily
DYNF · BlackRock ETF Trust 0.00% 192 SH Sept. 10, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily

OXY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 29 analysts BUY
Median target $69.00 +18.8%
4 13.8% Strong Buy
9 31.0% Buy
16 55.2% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

25 analysts · 2026-09-29

Mean target $68.00 +17.1%

Now Current price $58.08
Low$55.00 Mean$68.00 High$82.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OXY $40.55B 25.5 -1.9% 11.0% 6.8% ·
XOM $502.90B 18.0 -5.0% 8.7% 11.0% ·
XOM $502.90B 18.0 -5.0% 8.7% 11.0% ·
CVX · 23.0 -6.8% 6.5% 7.3% ·

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 5, 2026