Joel Greenblatt's OXY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 789,051 shares of Occidental Petroleum Corporation (OXY) worth $37.28 M, representing 0.16% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in OXY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 550,369 shares. Largest reduction occurred in Q4 2019, reducing 521,739 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Occidental Petroleum Corporation (OXY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Occidental Petroleum Corporation (OXY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +50,687 | New Buy | 50,687 | $95.29 |
| Q2 2014 | +29,925 | Add 59.04% | 80,612 | $102.63 |
| Q3 2014 | -39,029 | Reduce 48.42% | 41,583 | $96.15 |
| Q4 2014 | +54,212 | Add 130.37% | 95,795 | $80.61 |
| Q1 2015 | -95,795 | Sold Out | 0 | $0.00 |
| Q3 2017 | +218,656 | New Buy | 218,656 | $64.21 |
| Q4 2017 | -215,492 | Reduce 98.55% | 3,164 | $73.64 |
| Q1 2018 | -3,164 | Sold Out | 0 | $0.00 |
| Q2 2018 | +97,318 | New Buy | 97,318 | $83.68 |
| Q3 2018 | -12,144 | Reduce 12.48% | 85,174 | $82.17 |
| Q4 2018 | +129,383 | Add 151.90% | 214,557 | $61.38 |
| Q1 2019 | +37,614 | Add 17.53% | 252,171 | $66.20 |
| Q2 2019 | -241,643 | Reduce 95.83% | 10,528 | $50.25 |
| Q3 2019 | +511,211 | Add 4855.73% | 521,739 | $44.47 |
| Q4 2019 | -521,739 | Sold Out | 0 | $0.00 |
| Q4 2020 | +118,811 | New Buy | 118,811 | $17.31 |
| Q1 2021 | +311,135 | Add 261.87% | 429,946 | $26.62 |
| Q2 2021 | -201,516 | Reduce 46.87% | 228,430 | $31.27 |
| Q3 2021 | -74,020 | Reduce 32.40% | 154,410 | $29.58 |
| Q4 2021 | +90,238 | Add 58.44% | 244,648 | $28.99 |
| Q1 2022 | -76,698 | Reduce 31.35% | 167,950 | $56.74 |
| Q2 2022 | -50,234 | Reduce 29.91% | 117,716 | $58.88 |
| Q3 2022 | +3,582 | Add 3.04% | 121,298 | $61.45 |
| Q4 2022 | +50,453 | Add 41.59% | 171,751 | $62.99 |
| Q1 2023 | -58,336 | Reduce 33.97% | 113,415 | $62.43 |
| Q2 2023 | +8,005 | Add 7.06% | 121,420 | $58.80 |
| Q3 2023 | -15,261 | Reduce 12.57% | 106,159 | $64.88 |
| Q4 2023 | +2,937 | Add 2.77% | 109,096 | $59.71 |
| Q1 2024 | +22,452 | Add 20.58% | 131,548 | $64.99 |
| Q2 2024 | -69,995 | Reduce 53.21% | 61,553 | $63.03 |
| Q3 2024 | +256,682 | Add 417.01% | 318,235 | $51.54 |
| Q4 2024 | -203,700 | Reduce 64.01% | 114,535 | $49.41 |
| Q1 2025 | +64,182 | Add 56.04% | 178,717 | $49.36 |
| Q2 2025 | +550,369 | Add 307.96% | 729,086 | $42.01 |
| Q3 2025 | +59,965 | Add 8.22% | 789,051 | $47.25 |
Joel Greenblatt's Occidental Petroleum Corporation Investment FAQs
Joel Greenblatt first purchased Occidental Petroleum Corporation (OXY) in Q1 2014, acquiring 50,687 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Occidental Petroleum Corporation (OXY) for 35 quarters since Q1 2014.
Joel Greenblatt's largest addition to Occidental Petroleum Corporation (OXY) was in Q2 2025, adding 729,086 shares worth $30.63 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 789,051 shares of Occidental Petroleum Corporation (OXY), valued at approximately $37.28 M.
As of the Q3 2025 filing, Occidental Petroleum Corporation (OXY) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Occidental Petroleum Corporation (OXY) was 789,051 shares, as reported at the end of Q3 2025.