IMA Advisory Services’s Occidental Petroleum OXY Stock Holding History

IMA Advisory Services’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.6K	Buy	+279	New	+$15.8K	﹤0.01%	689
2020 Q3	–	Sell	-400	Closed	-$7K	–	303
2020 Q2	$7K	Hold	400	–	–	﹤0.01%	217
2020 Q1	$5K	Buy	+400	New	+$13.1K	﹤0.01%	226
2019 Q3	–	Sell	-13	Closed	-$1K	–	285
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	274
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	278
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	317
2018 Q3	$1K	Sell	13 -126	-91%	-$10.2K	﹤0.01%	326
2018 Q2	$12K	Buy	+139	New	+$11.1K	0.01%	254
2017 Q2	–	Sell	-9,270	Closed	-$587K	–	138
2017 Q1	$587K	Buy	9,270 +2,186	+31%	+$145K	0.3%	97
2016 Q4	$505K	Buy	+7,084	New	+$503K	0.31%	90
2016 Q1	–	Sell	-3,106	Closed	-$205K	–	124
2015 Q4	$205K	Sell	3,106 -441	-12%	-$31.7K	0.12%	112
2015 Q3	$230K	Sell	3,547 -120	-3%	-$8.38K	0.15%	109
2015 Q2	$285K	Hold	3,667	–	–	0.14%	124
2015 Q1	$267K	Hold	3,667	–	–	0.13%	130
2014 Q4	$295K	Sell	3,667 -1,031	-22%	-$85.6K	0.15%	122
2014 Q3	$433K	Buy	4,698 +825	+21%	+$79.1K	0.2%	112
2014 Q2	$381K	Buy	3,873 +396	+11%	+$37.2K	0.17%	124
2014 Q1	$317K	Buy	+3,477	New	+$311K	0.15%	127

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IMA Advisory Services's OXY Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Occidental Petroleum (OXY) in Q2 2026: 279 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in OXY as recently as Q2 2020.

IMA Advisory Services first reported a position in OXY in Q1 2014 and has held it in 18 quarters since. The position peaked at $587K in Q1 2017. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

IMA Advisory Services held 279 shares of Occidental Petroleum worth $13.6K as of Q2 2026.
Occidental Petroleum was a new IMA Advisory Services position in Q2 2026.
Occidental Petroleum made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #689 holding.
IMA Advisory Services first reported a position in Occidental Petroleum in Q1 2014 and has held it in 18 quarters since.
IMA Advisory Services's Occidental Petroleum position peaked at $587K in Q1 2017.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.