OXY vs BAC
Occidental Petroleum · Bank of America
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 5 tracked superinvestors, 1 hold both OXY and BAC (20% of the combined holder base), led by Warren Buffett (4.9% OXY · 11.2% BAC). OXY appears in 3 tracked portfolios; BAC in 3 — an even split in breadth of ownership.
OXY is a Energy holding while BAC sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, OXY’s ConvictionScore reads +22 (slight accumulation) against BAC’s +1 (slight accumulation); OXY shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size OXY larger and 1 size BAC 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 OXY only, who holds BAC only, and who holds both.
Of 1 shared manager, 0 weight OXY heavier and 1 weight BAC heavier.
- Prem Watsa13.5%
- Carl Icahn4.8%
- Warren Buffett4.9 / 11.2%
- Li Lu27.4%
- Bill Nygren4.3%
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: OXY or BAC?
OXY (Occidental Petroleum) is held by 3 tracked superinvestors; BAC (Bank of America) is held by 3. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both OXY and BAC?
1 tracked superinvestor holds both OXY and BAC based on the latest SEC 13F filings. Largest dual-holder: Warren Buffett (4.9% OXY · 11.2% BAC). Full overlap table below.
What is the overlap between OXY and BAC institutional ownership?
Across 5 unique tracked holders: 2 hold only OXY (40%), 1 hold both (20%), 2 hold only BAC (40%). The full Venn split + per-manager position % is on this page.
Among managers holding both OXY and BAC, which do they prefer?
Of 1 managers holding both, 0 weight OXY higher and 1 weight BAC 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.