Institute for Wealth Management, LLC.
Position in OXY — Occidental Petroleum Corp /De/
CIK 1533954
DENVER, CO
Position in OXY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$918,507
-$349,708 QoQ
Shares Held
18,911
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#503
of 1,232 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,091,127 across 14 Oil & Gas E&P names. OXY ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
11,451 | $1,485,538 | |
| 2 | COP |
Conocophillips
|
10,171 | $1,057,377 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
This page
|
18,911 | $918,507 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
3,312 | $582,183 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
12,445 | $491,577 | |
| 6 | APA |
APA Corp
|
7,979 | $259,876 | |
| 7 | DVN |
Devon Energy Corp/De
|
3,526 | $145,694 | |
| 8 | MUR |
Murphy Oil Corp
|
2,504 | $81,530 |
All Filings in OXY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,507 | 18,911 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,268,215 | 19,511 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $806,445 | 19,612 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,019,655 | 21,580 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $925,102 | 22,021 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,124,963 | 22,791 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,126,053 | 22,790 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,293,447 | 25,096 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,411,052 | 22,387 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,049,718 | 16,152 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $823,042 | 13,784 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $500,549 | 7,715 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $407,778 | 6,935 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $317,643 | 5,088 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $330,949 | 5,254 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $327,405 | 5,328 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $314,536 | 5,342 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $311,559 | 5,491 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||