Occidental Petroleum (OXY) Stock Concentration Calculator
Calculator · free · no signup · OXYQuantify Occidental Petroleum concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Occidental Petroleum
Occidental Petroleum (OXY) is a public Energy company, incorporated in Delaware and headquartered in Houston, TX.
Last close: $59.8 per share (as of 2026-08-19).
Equity grants at Occidental Petroleum typically include restricted stock units (RSUs).
Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States and the Middle East. It is incorporated under the Delaware General Corporation Law and is headquartered in Houston.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 1920 and led for decades by Armand Hammer, the company transformed itself with the 2019 acquisition of Anadarko, a deal financed partly by Berkshire Hathaway preferred stock that left substantial debt. Permian Basin production is the core, alongside chemicals and an unusual investment in direct air capture of carbon dioxide. Debt reduction has been the dominant capital priority since the acquisition. Oil price levels determine how quickly that deleveraging proceeds. Headquarters are in Houston.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Occidental Petroleum.
If a meaningful share of your net worth sits in OXY, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with OXY's option-implied volatility.
Example: 5,000 OXY shares at $59.8 is a $299,000 position. A 30% drawdown costs $89,700; a 50% drawdown costs $149,500; a 70% drawdown costs $209,300. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using OXY's option-implied volatility and your cost basis.
All Occidental Petroleum tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Occidental Petroleum equity questions
- How much OXY stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your OXY position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Occidental Petroleum grant ISOs, NSOs, or RSUs?
- Equity compensation at Occidental Petroleum typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Occidental Petroleum equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.