Occidental Petroleum: Great Inventories To Ride Lower Structural Capex In The Industry
Occidental Petroleum could benefit as declining shale inventories and high rates curb industry capex, tightening oil supply against demand…
Gen Z Investor NYSE
Occidental Petroleum CORP
OXY
5 stories
$62B Market cap · 2026-10-14
Gen Z Investor 
OXY's Plan for Financial FREEDOM
Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…
OXY's Q1: The Good, The Bad, and The Pretty
Occidental Petroleum’s Q1 2026 execution and operating outperformance were offset by a costly management derivative misstep.
Our Q1 2026 Letter & Look Ahead: Oil, Iran, OXY & PTON
Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.
Doubling Down on Iran and OXY
Occidental Petroleum is positioned for oil above $80, with a prolonged Iran conflict and Gulf supply shut-ins pushing prices into triple…
Investor Letters
Letters that discuss OXY.
- Smead Capital Management 1Q26 International Value Strategy Newsletter: Succeeding Unconventionally 1Q26 BAWAY $13BBBRYF $4.9BBCS $77B
- Berkshire Hathaway 2025ltr 2025 BRK.A $1.1T
- Smead Capital Management 3Q25 U.S. Value Strategy Newsletter: Tortoise and the Hare Circa 2025 3Q25 EBAY $51B
- GoodHaven Capital Management 2024 Annual Letter to Shareholders fiscal year 2024 BRK.A $1.1TDVN $54BJEF $10B
- GoodHaven Capital Management Annual Report fiscal year 2023 BAC $377BBLDR $5.6BBRK.A $1.1T
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