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Institute for Wealth Management’s Occidental Petroleum OXY Stock Holding History

Institute for 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 		$919K Sell
18,911
-600
-3% -$34.1K 0.08% 215
2026
Q1 		$1.27M Sell
19,511
-101
-0.5% -$5.08K 0.14% 166
2025
Q4 		$806K Sell
19,612
-1,968
-9% -$82.1K 0.09% 226
2025
Q3 		$1.02M Sell
21,580
-441
-2% -$19.9K 0.11% 193
2025
Q2 		$925K Sell
22,021
-770
-3% -$32.2K 0.1% 207
2025
Q1 		$1.12M Buy
22,791
+1
+0% +$49 0.14% 163
2024
Q4 		$1.13M Sell
22,790
-2,306
-9% -$116K 0.14% 151
2024
Q3 		$1.29M Buy
25,096
+2,709
+12% +$155K 0.16% 141
2024
Q2 		$1.41M Buy
22,387
+6,235
+39% +$400K 0.19% 118
2024
Q1 		$1.05M Buy
16,152
+2,368
+17% +$141K 0.14% 159
2023
Q4 		$823K Buy
13,784
+6,069
+79% +$370K 0.13% 180
2023
Q3 		$501K Buy
7,715
+780
+11% +$49.1K 0.09% 260
2023
Q2 		$408K Buy
6,935
+1,847
+36% +$111K 0.07% 304
2023
Q1 		$318K Sell
5,088
-166
-3% -$10.3K 0.06% 335
2022
Q4 		$331K Sell
5,254
-74
-1% -$5.04K 0.07% 332
2022
Q3 		$327K Sell
5,328
-14
-0.3% -$896 0.07% 319
2022
Q2 		$315K Sell
5,342
-149
-3% -$9.15K 0.06% 380
2022
Q1 		$312K Buy
+5,491
New +$243K 0.05% 415
2020
Q1 		– Sell
-6,128
Closed -$253K – 583
2019
Q4 		$253K Sell
6,128
-3,713
-38% -$149K 0.06% 380
2019
Q3 		$438K Buy
9,841
+1,983
+25% +$93.8K 0.11% 256
2019
Q2 		$395K Sell
7,858
-175
-2% -$9.85K 0.09% 293
2019
Q1 		$532K Buy
+8,033
New +$529K 0.12% 232
2017
Q3 		– Sell
-7,342
Closed -$437K – 350
2017
Q2 		$437K Buy
+7,342
New +$449K 0.12% 249

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

Institute for Wealth Management's OXY Position: Q2 2026 in Review

Institute for Wealth Management reduced its Occidental Petroleum (OXY) stake by 3.1% in Q2 2026, selling an estimated $34.1K and leaving 18,911 shares worth $919K. The position accounts for 0.08% of the portfolio, ranked #215.

Institute for Wealth Management first reported a position in OXY in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.41M in Q2 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Institute for Wealth Management held 18,911 shares of Occidental Petroleum worth $919K as of Q2 2026.
  • Institute for Wealth Management sold 600 Occidental Petroleum shares in Q2 2026, an estimated $34.1K.
  • Occidental Petroleum made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Institute for Wealth Management first reported a position in Occidental Petroleum in Q2 2017 and has held it in 23 quarters since.
  • Institute for Wealth Management's Occidental Petroleum position peaked at $1.41M in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.