OXY

Occidental Petroleum Corp.

DOUBTFUL — METHODS DIFFERstock

Is OXY Halal?

Oil exploration — financial ratios pass, but environmental and activity questions remain.

What You Should Know

Occidental's March 31, 2026 filing reports debt/assets of 19.48%, liquidity/assets of 4.74% and receivables plus cash/assets of 10.29%; gross interest income is not separately disclosed. Oil, gas, midstream and chemicals activity can be permissible, while environmental impacts, carbon-management contracts and conventional financing require qualitative review.

⚠️ Concerns

  • Oil and gas and chemicals activity requires qualitative review
  • Environmental, emissions and reclamation risks
  • Gross interest income and a universal prohibited-revenue numerator are unavailable

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
19.48%Within limit
Below 33.333% under FTSE Yasaar

15,671 / 80,464

Cash + interest-bearing securities / assets
4.74%Within limit
Below 33.333% under FTSE Yasaar

3,811 / 80,464

Receivables + cash / assets
10.29%Within limit
Below 50% under FTSE Yasaar

8,279 / 80,464

FTSE Yasaar
v4.6, February 2026
Financial
Incomplete
Overall
Incomplete

Debt is 19.48% of total assets, liquidity is 4.74% and receivables plus cash are 10.29%; gross interest income is unavailable, so the full activity and income assessment remains incomplete.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Pass
Overall
Incomplete

Debt, liquidity and receivables-plus-cash are below the examined total-assets limits. This is a calculation against the named method, not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Incomplete

Debt, liquidity and receivables-plus-cash are below the examined Malaysia SAC financial limits; this is not an official classification of a U.S.-listed security.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Incomplete

A properly licensed historical market-cap series is not stored and business classification remains incomplete, so market-cap methods are not estimated from a current spot price.

Business-activity disclosure

Occidental explores and produces oil and gas and operates midstream, marketing and chemicals businesses. Energy production and infrastructure can be permissible, while hydrocarbons, chemicals, carbon-management contracts, environmental liabilities and conventional financing require qualitative review.

Limitation: The filing does not quantify a scholar-specific prohibited-revenue numerator or gross interest-income numerator; this is not an official Sharia classification.

Purification

Gross interest income is not separately disclosed and no scholar-approved purification percentage is prescribed; no fixed amount is estimated.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Occidental's March 31, 2026 Form 10-Q.
  • Interest-bearing debt includes $424 million of current maturities and $15,247 million of long-term debt; finance leases included where separately reported, while operating leases are excluded.
  • Cash and cash equivalents are $3,811 million; no separately identified unrestricted interest-bearing securities balance is added.
  • Accounts receivable combines $3,677 million of trade receivables and $791 million of joint-interest receivables; first-quarter revenue is $5,230 million.
  • The consolidated filing does not separately disclose gross interest income or a universal prohibited-revenue numerator.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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