Institute for Wealth Management’s Occidental Petroleum Corp Warrants OXY.WS Stock Holding History

Institute for Wealth Management’s Portfolio OXY.WS Stock Details OXY.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Buy	+406	New	+$14.1K	﹤0.01%	1299

Other funds holding OXY.WS

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sawyer & Company Boston, Massachusetts $298M AUM 31.71% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Occidental Petroleum Corp Warrants (OXY.WS) in Q2 2026: 406 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings.

93 funds tracked by Wall St. Rank hold OXY.WS as of Q2 2026.

Institute for Wealth Management held 406 shares of Occidental Petroleum Corp Warrants worth $10.8K as of Q2 2026.
Occidental Petroleum Corp Warrants was a new Institute for Wealth Management position in Q2 2026.
Occidental Petroleum Corp Warrants made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1299 holding.
93 funds tracked by Wall St. Rank held Occidental Petroleum Corp Warrants as of Q2 2026.

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