Investors Asset Management of Georgia’s Occidental Petroleum OXY Stock Holding History

Investors Asset Management of Georgia’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	$1.2M	Sell	24,745 -2,055	-8%	-$117K	0.42%	66
2026 Q1	$1.74M	Buy	26,800 +1,600	+6%	+$80.5K	0.71%	45
2025 Q4	$1.04M	Sell	25,200 -210	-0.8%	-$8.76K	0.43%	63
2025 Q3	$1.2M	Hold	25,410	–	–	0.51%	58
2025 Q2	$1.07M	Buy	25,410 +165	+0.7%	+$6.9K	0.49%	60
2025 Q1	$1.25M	Hold	25,245	–	–	0.63%	47
2024 Q4	$1.25M	Sell	25,245 -178	-0.7%	-$8.99K	0.61%	50
2024 Q3	$1.31M	Sell	25,423 -131	-0.5%	-$7.47K	0.62%	47
2024 Q2	$1.61M	Sell	25,554 -380	-1%	-$24.4K	0.78%	34
2024 Q1	$1.69M	Buy	25,934 +100	+0.4%	+$5.97K	0.79%	36
2023 Q4	$1.54M	Buy	25,834 +20	+0.1%	+$1.22K	0.78%	41
2023 Q3	$1.62M	Sell	25,814 -3,000	-10%	-$189K	0.89%	32
2023 Q2	$1.69M	Sell	28,814 -50	-0.2%	-$3K	0.87%	26
2023 Q1	$1.8M	Sell	28,864 -1,100	-4%	-$68.3K	0.96%	26
2022 Q4	$1.89M	Sell	29,964 -100	-0.3%	-$6.81K	0.98%	24
2022 Q3	$1.85M	Buy	30,064 +8,900	+42%	+$570K	0.95%	20
2022 Q2	$1.25M	Sell	21,164 -9,200	-30%	-$565K	0.65%	39
2022 Q1	$1.72M	Sell	30,364 -3,293	-10%	-$146K	0.87%	28
2021 Q4	$976K	Sell	33,657 -350	-1%	-$11K	0.46%	60
2021 Q3	$1.01M	Hold	34,007	–	–	0.52%	57
2021 Q2	$1.06M	Hold	34,007	–	–	0.57%	49
2021 Q1	$905K	Sell	34,007 -6,100	-15%	-$153K	0.52%	55
2020 Q4	$694K	Buy	40,107 +7,795	+24%	+$107K	0.47%	55
2020 Q3	$323K	Buy	32,312 +1,465	+5%	+$20.7K	0.22%	99
2020 Q2	$565K	Buy	30,847 +400	+1%	+$6.3K	0.39%	57
2020 Q1	$353K	Buy	30,447 +15,380	+102%	+$505K	0.29%	75
2019 Q4	$621K	Buy	15,067 +3,870	+35%	+$155K	0.38%	62
2019 Q3	$498K	Buy	11,197 +1,197	+12%	+$56.6K	0.32%	78
2019 Q2	$503K	Buy	10,000 +5,214	+109%	+$293K	0.34%	71
2019 Q1	$317K	Sell	4,786 -58	-1%	-$3.82K	0.22%	107
2018 Q4	$297K	Hold	4,844	–	–	0.24%	104
2018 Q3	$398K	Hold	4,844	–	–	0.28%	92
2018 Q2	$405K	Hold	4,844	–	–	0.3%	84
2018 Q1	$315K	Hold	4,844	–	–	0.23%	107
2017 Q4	$357K	Sell	4,844 -100	-2%	-$6.79K	0.25%	100
2017 Q3	$317K	Sell	4,944 -467	-9%	-$28.4K	0.23%	103
2017 Q2	$324K	Buy	5,411 +400	+8%	+$24.5K	0.22%	101
2017 Q1	$317K	Buy	5,011 +100	+2%	+$6.65K	0.22%	103
2016 Q4	$350K	Sell	4,911 -100	-2%	-$7.1K	0.26%	91
2016 Q3	$365K	Sell	5,011 -89	-2%	-$6.66K	0.28%	82
2016 Q2	$385K	Hold	5,100	–	–	0.3%	77
2016 Q1	$349K	Sell	5,100 -9	-0.2%	-$603	0.29%	85
2015 Q4	$345K	Buy	5,109 +50	+1%	+$3.6K	0.29%	84
2015 Q3	$334K	Hold	5,059	–	–	0.3%	80
2015 Q2	$393K	Hold	5,059	–	–	0.34%	71
2015 Q1	$369K	Hold	5,059	–	–	0.3%	79
2014 Q4	$407K	Buy	+5,059	New	+$420K	0.35%	71

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

Investors Asset Management of Georgia's OXY Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Occidental Petroleum (OXY) stake by 7.7% in Q2 2026, selling an estimated $117K and leaving 24,745 shares worth $1.2M. The position accounts for 0.42% of the portfolio, ranked #66.

Investors Asset Management of Georgia first reported a position in OXY in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.89M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Investors Asset Management of Georgia held 24,745 shares of Occidental Petroleum worth $1.2M as of Q2 2026.
Investors Asset Management of Georgia sold 2,055 Occidental Petroleum shares in Q2 2026, an estimated $117K.
Occidental Petroleum made up 0.42% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #66 holding.
Investors Asset Management of Georgia first reported a position in Occidental Petroleum in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's Occidental Petroleum position peaked at $1.89M in Q4 2022.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.