Joel Greenblatt's OXY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.13 M shares of Occidental Petroleum Corporation (OXY) worth $46.5 M, representing 0.17% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 36 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 |
|---|---|---|---|---|
| Q4 2025 | +341,685 | Add 43.30% | 1.13 M | $41.12 |
| Q3 2025 | +59,965 | Add 8.22% | 789,051 | $47.25 |
| Q2 2025 | +550,369 | Add 307.96% | 729,086 | $42.01 |
| Q1 2025 | +64,182 | Add 56.04% | 178,717 | $49.36 |
| Q4 2024 | -203,700 | Reduce 64.01% | 114,535 | $49.41 |
| Q3 2024 | +256,682 | Add 417.01% | 318,235 | $51.54 |
| Q2 2024 | -69,995 | Reduce 53.21% | 61,553 | $63.03 |
| Q1 2024 | +22,452 | Add 20.58% | 131,548 | $64.99 |
| Q4 2023 | +2,937 | Add 2.77% | 109,096 | $59.71 |
| Q3 2023 | -15,261 | Reduce 12.57% | 106,159 | $64.88 |
| Q2 2023 | +8,005 | Add 7.06% | 121,420 | $58.80 |
| Q1 2023 | -58,336 | Reduce 33.97% | 113,415 | $62.43 |
| Q4 2022 | +50,453 | Add 41.59% | 171,751 | $62.99 |
| Q3 2022 | +3,582 | Add 3.04% | 121,298 | $61.45 |
| Q2 2022 | -50,234 | Reduce 29.91% | 117,716 | $58.88 |
| Q1 2022 | -76,698 | Reduce 31.35% | 167,950 | $56.74 |
| Q4 2021 | +90,238 | Add 58.44% | 244,648 | $28.99 |
| Q3 2021 | -74,020 | Reduce 32.40% | 154,410 | $29.58 |
| Q2 2021 | -201,516 | Reduce 46.87% | 228,430 | $31.27 |
| Q1 2021 | +311,135 | Add 261.87% | 429,946 | $26.62 |
| Q4 2020 | +118,811 | New Buy | 118,811 | $17.31 |
| Q4 2019 | -521,739 | Sold Out | 0 | $0.00 |
| Q3 2019 | +511,211 | Add 4855.73% | 521,739 | $44.47 |
| Q2 2019 | -241,643 | Reduce 95.83% | 10,528 | $50.25 |
| Q1 2019 | +37,614 | Add 17.53% | 252,171 | $66.20 |
| Q4 2018 | +129,383 | Add 151.90% | 214,557 | $61.38 |
| Q3 2018 | -12,144 | Reduce 12.48% | 85,174 | $82.17 |
| Q2 2018 | +97,318 | New Buy | 97,318 | $83.68 |
| Q1 2018 | -3,164 | Sold Out | 0 | $0.00 |
| Q4 2017 | -215,492 | Reduce 98.55% | 3,164 | $73.64 |
| Q3 2017 | +218,656 | New Buy | 218,656 | $64.21 |
| Q1 2015 | -95,795 | Sold Out | 0 | $0.00 |
| Q4 2014 | +54,212 | Add 130.37% | 95,795 | $80.61 |
| Q3 2014 | -39,029 | Reduce 48.42% | 41,583 | $96.15 |
| Q2 2014 | +29,925 | Add 59.04% | 80,612 | $102.63 |
| Q1 2014 | +50,687 | New Buy | 50,687 | $95.29 |
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 36 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 Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,130,736 shares of Occidental Petroleum Corporation (OXY), valued at approximately $46.5 M.
As of the Q4 2025 filing, Occidental Petroleum Corporation (OXY) represents approximately 0.17% 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 1,130,736 shares, as reported at the end of Q4 2025.