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 +21 (slight accumulation) against BAC’s −1 (slight selling); 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 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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