OXY Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for OXY. Showing the latest 20 of 34 published articles.
Insider Activity
Over the past 90 days, Occidental Petroleum (OXY) recorded no open-market purchases or sales by insiders, resulting in zero net insider buying activity. The insider sentiment score stands at 50/100, indicating a neutral stance among company officers and directors. The stock delivered a 10.1% price return during the period, while institutional 13F holdings showed mixed trends. The absence of insider accumulation combined with neutral sentiment suggests limited conviction among management regarding near-term valuation levels.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 6, 2026 | KLESSE WILLIAM Rdirector | Tax | 913 | $60.27 |
| May 6, 2026 | KLESSE WILLIAM Rdirector | Grant | 4,149 | — |
| May 6, 2026 | Robinson Kenneth B.director | Tax | 913 | $60.27 |
| May 6, 2026 | GOULD ANDREWdirector | Grant | 4,978 | — |
| May 6, 2026 | POLADIAN AVEDICK BARUYRdirector | Grant | 4,149 | — |
| May 6, 2026 | GUTIERREZ CARLOS Mdirector | Grant | 3,734 | — |
| May 6, 2026 | ONeill Clairedirector | Grant | 3,734 | — |
| May 6, 2026 | Shearer Bobdirector | Grant | 3,734 | — |
| May 6, 2026 | Robinson Kenneth B.director | Grant | 4,149 | — |
| May 6, 2026 | MOORE JACK Bdirector | Tax | 1,479 | $60.27 |
| May 6, 2026 | BAILEY VICKY Adirector | Tax | 1,223 | $60.27 |
| May 6, 2026 | MOORE JACK Bdirector | Grant | 6,720 | — |
| May 6, 2026 | GOULD ANDREWdirector | Tax | 1,494 | $60.27 |
| May 6, 2026 | BAILEY VICKY Adirector | Grant | 3,734 | — |
| Mar 3, 2026 | Kerrigan Sylvia Jofficer: SVP & Chief Legal Officer | Tax | 18,304 | $53.08 |
Source: OXY SEC Form 4 filings, latest May 6, 2026. For informational purposes only — not investment advice.
Research
Hormuz and Minerals Choke Points: Why XOM, FCX, and BHP Are Top Ranked Picks
Bloomberg's chokepoint alert favors oil majors (XOM, CVX, OXY) and copper leaders (FCX, BHP) amid Hormuz and minerals risks, while ALB faces headwinds. Ranked picks highlight resilient FCF machines at attractive valuations.
XOMCVXFCXMiddle East De-Escalation Talks: Why XOM, JPM, and SLB Benefit Most — and OXY Lags
US-Iran ceasefire talks in Islamabad on April 11 signal Middle East de-escalation, favoring integrated oils like XOM and CVX for stable refining, big banks JPM/BAC for lower provisions, and services SLB amid resilient rigs—while upstream OXY lags. Ranked conviction prioritizes cash-rich names. Watch negotiation breakthroughs and oil flows.
XOMCVXJPMUS-Iran De-Escalation Talks: Why CVX, XOM, and JPM Are the Biggest Winners
US-Iran talks in Pakistan on April 11 signal Middle East de-escalation, lowering oil premiums and volatility to favor integrated majors (CVX, XOM), banks (JPM, BAC), services (SLB), and upstream (OXY). Ranked conviction highlights CVX and XOM for stability and FCF.
XOMCVXSLBIran Hormuz Tolls Threaten 20% of Oil Supply — XOM and CVX Top Winners as Asia Pivots
Iran's threatened Hormuz tolls on 20% of global oil flows are accelerating Asia's pivot to US exporters via barter deals. XOM and CVX top the winners with massive FCF and production ramps, while COP and refiners like MPC follow. Ranked conviction favors integrated upstream leaders amid tightening supply.
XOMCVXCOPInflation + Iran Risk: Why NOC and XOM Beat NVDA in a Higher-Rate Oil Spike
US labor stability and rising inflation pre-Iran conflict signal higher rates and oil spikes, favoring energy (XOM, CVX, OXY) and defense (RTX, NOC) over tech (NVDA). Top picks: NOC and XOM for balanced exposure and valuation.
XOMCVXRTXUS Crude Exports Hit Record Highs: XOM Leads 6 Winners From Asia's Iran Pivot
US crude exports hit records on April 9 amid Iran disruptions, boosting exporters like XOM and CVX with Asian ties. Analysis ranks six majors by exposure, financials, and valuation, naming XOM the top pick.
XOMCVXCOPHormuz Blockade Hits Copper Hard: FCX Bleeds While XOM, CVX, OXY Rally
Bloomberg's April 13 Hormuz blockade report tanked copper and spiked aluminum spreads, bearish for FCX miners and UPS/FDX shippers but bullish for XOM/CVX/OXY on oil premiums. Energy majors' low leverage and production exposure position them for gains amid shipping chaos.
XOMCVXFCXOil Breaks $100 on Hormuz Blockade Signal — XOM, CVX, OXY Positioned for a Major Move
US Hormuz blockade announcement on April 12 drove oil above $100/bbl, boosting XOM (+28% YTD), CVX (+26%), and OXY (+35%) amid low debt and diversified assets. Shipping risks elevate the premium, positioning energy giants for FCF surges and valuation rerating.
XOMCVXHormuz Strait Reopens: XOM, CVX, OXY Poised to Rally as Risk Premium Fades
Trump's claim of victory over Iran promises to reopen the Hormuz Strait, easing risks for 20% of global oil flows and potentially fading oil's geopolitical premium. XOM, CVX, and OXY—fortified by $184B revenues, low leverage, and 25%+ YTD gains—poised to rally as supply stabilizes. Investors should watch Q1 earnings for production ramps amid recent price dips.
XOMCVXIran Asset Unfreeze Flips the Energy Trade — Refiners VLO and MPC Beat XOM and CVX
The U.S. release of frozen Iranian assets signals potential oil price relief, favoring refiners like VLO and MPC over upstream giants XOM, CVX, OXY, and COP in an energy paradox. Upstream has surged on conflict fears, but de-escalation exposes margin squeezes. Ranked picks highlight refiner upside at attractive valuations.
XOMCVXCOPHormuz Blockade Oil Crunch: XOM, OXY Win Big While UPS, RCL Face Fuel Cost Pain
Strait of Hormuz blockade as of April 9, 2026, tightens oil supply, favoring XOM, OXY, HAL, and BKR with production/margin tailwinds while pressuring UPS and RCL via fuel costs. OXY tops conviction on valuation and leverage.
XOMHALBKRRussian Oil Waiver Extended: XOM and OXY Get a Boost — But LMT Momentum Stalls
The US move to extend Russian oil import waivers counters Iran tension risks, stabilizing prices to benefit XOM and OXY's margins while softening LMT's geopolitical-driven gains. Energy giants show strong FCF and low leverage, trading at attractive multiples amid YTD surges of 28-35%. Defense remains solid on record backlogs but faces tempered urgency.
XOMLMTWTI Crude Crashes 19% to $94 on Iran Ceasefire — OXY, CVX Earnings at Risk
WTI crude's 19% plunge to $94 support on US-Iran ceasefire news pressures energy earnings, with OXY facing $240M cash hit per $1/bbl drop and CVX's upstream exposed. XLE and USO track the downside, but technicals and OPEC may cap pain. Neutral: monitor break/hold for trades.
USOXLECVXXOM, CVX, OXY: $44B Combined FCF Signals Oil Price Floor Is Here to Stay
Analyst's April 9, 2026, warning of sticky high oil prices post-Iran war signals prolonged boosts for XOM, CVX, and OXY, with 2025 FCF topping $44B combined and 2026 guidance pointing to further gains amid Middle East risks. Stocks offer compelling valuations and yields despite recent dips, positioning them as buys for sustained crude premiums.
XOMCVXIran Strikes Kuwait: XOM, CVX, LMT Surge as Middle East Risk Escalates
Iran's confirmed attack on Kuwait's National Guard facilities escalates Middle East risks, disrupting XOM and CVX's regional production while boosting oil prices and LMT's defense demand. Majors show resilient valuations and strong YTD gains amid exposure. Bullish: Tensions favor energy cash cows and missile makers.
XOMCVXLMTHormuz Strait Tensions Spike Crude — XOM, CVX, OXY Positioned to Gain Most
Iran's reported control over the Hormuz Strait has the White House on defense, risking 20% of global oil flows and spiking crude prices. U.S. producers XOM, CVX, and OXY—bolstered by $40B+ FCF, low debt, and shale insulation—stand to gain most, with YTD gains of 26-35% signaling strength amid volatility.
XOMCVXHormuz Blockade: XOM, CVX Surge as Copper Miners FCX, BHP Stumble — AA Surprise
US Hormuz blockade plans sparked copper price drops and aluminum spread spikes, favoring oil majors like XOM, CVX, and OXY while pressuring copper miners FCX and BHP. Alcoa emerges as a metals winner. Ranked picks prioritize energy scale over mining exposure.
XOMCVXFCXHormuz Risk Rises as Iran Talks Collapse: XOM, CVX, OXY vs. LMT — Who Wins?
Escalating Lebanon conflict blocks Iran diplomatic resolution, heightening Strait of Hormuz risks for XOM, CVX, and OXY while driving LMT's missile demand. Oil majors' strong YTD gains and cost efficiencies position them for risk-premium upside; LMT's record backlog ensures growth. Investors should eye Hormuz threats and defense contracts as key monitors.
XOMCVXLMTHormuz Blockade Risk: XOM, CVX and FCX Ranked as Oil Eyes $110/bbl
Rising Strait of Hormuz tensions and Trump-era blockade speculation threaten oil supplies, favoring supermajors like XOM and CVX alongside copper miners FCX and BHP. Analysis ranks six plays by exposure, valuation, and financial strength amid potential $110/bbl crude.
XOMCVXFCXVenezuela Sanctions Lifted: VLO, MPC Get Cheap Crude Boost — COP and OXY Face Pressure
US sanctions relief on Venezuelan official Rodríguez paves way for heavy crude ramp, favoring Gulf refiners (VLO, MPC, PSX) via cheaper feedstock while pressuring shale producers (COP, OXY). Integrated XOM holds steady. Top picks: refiners at attractive multiples amid tight global capacity.
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