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IMG Wealth Management’s Occidental Petroleum OXY Stock Holding History

IMG Wealth Management’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 		$6.85K Buy
141
+95
+207% +$5.39K ﹤0.01% 376
2026
Q1 		$2.99K Buy
46
+36
+360% +$1.81K ﹤0.01% 415
2025
Q4 		$411 Buy
+10
New +$417 ﹤0.01% 574

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IMG Wealth Management's OXY Position: Q2 2026 in Review

IMG Wealth Management increased its Occidental Petroleum (OXY) stake by 207% in Q2 2026, buying an estimated $5.39K and bringing the position to 141 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

IMG Wealth Management first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • IMG Wealth Management held 141 shares of Occidental Petroleum worth $6.85K as of Q2 2026.
  • IMG Wealth Management bought 95 Occidental Petroleum shares in Q2 2026, an estimated $5.39K.
  • Occidental Petroleum made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #376 holding.
  • IMG Wealth Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.