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 selling) against OXY’s +21 (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 positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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