BAC vs OXY
Bank of America · Occidental Petroleum
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 5 tracked superinvestors, 1 hold both BAC and OXY (20% of the combined holder base), led by Warren Buffett (11.2% BAC · 4.9% OXY). BAC appears in 3 tracked portfolios; OXY in 3 — an even split in breadth of ownership.
BAC is a Financials holding while OXY sits in Energy — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, BAC’s ConvictionScore reads +1 (slight accumulation) against OXY’s +22 (slight accumulation); OXY shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size BAC larger and 0 size OXY larger — a lean toward BAC. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds BAC only, who holds OXY only, and who holds both.
Of 1 shared manager, 1 weight BAC heavier and 0 weight OXY heavier.
- Li Lu27.4%
- Bill Nygren4.3%
- Warren Buffett11.2 / 4.9%
- Prem Watsa13.5%
- Carl Icahn4.8%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: BAC or OXY?
BAC (Bank of America) is held by 3 tracked superinvestors; OXY (Occidental Petroleum) is held by 3. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both BAC and OXY?
1 tracked superinvestor holds both BAC and OXY based on the latest SEC 13F filings. Largest dual-holder: Warren Buffett (11.2% BAC · 4.9% OXY). Full overlap table below.
What is the overlap between BAC and OXY institutional ownership?
Across 5 unique tracked holders: 2 hold only BAC (40%), 1 hold both (20%), 2 hold only OXY (40%). The full Venn split + per-manager position % is on this page.
Among managers holding both BAC and OXY, which do they prefer?
Of 1 managers holding both, 1 weight BAC higher and 0 weight OXY higher in their portfolios. BAC is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.