Institute For Wealth Management, Llc. Occidental Petroleum Corp Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Occidental Petroleum Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 22,021 shares of OXY stock, worth $977,952. This represents 0.11% of its overall portfolio holdings.

Number of Shares

22,021

Previous 22,791 3.38%

Holding current value

$977,952

Previous $1.12 Million 17.7%

% of portfolio

0.11%

Previous 0.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$36.11 - $49.33 $27,804 - $37,984	-770 Reduced 3.38%	22,021 $925,000
Q1 2025 Apr 21, 2025	BUY	$45.45 - $52.7 $45 - $52	1 Added 0.0%	22,791 $1.12 Million
Q4 2024 Jan 23, 2025	SELL	$45.36 - $55.91 $104,600 - $128,928	-2,306 Reduced 9.19%	22,790 $1.13 Million
Q3 2024 Nov 12, 2024	BUY	$49.91 - $63.73 $135,206 - $172,644	2,709 Added 12.1%	25,096 $1.29 Million
Q2 2024 Jul 25, 2024	BUY	$59.48 - $69.26 $370,857 - $431,836	6,235 Added 38.6%	22,387 $1.41 Million
Q1 2024 Apr 30, 2024	BUY	$56.22 - $64.99 $133,128 - $153,896	2,368 Added 17.18%	16,152 $1.05 Million
Q4 2023 Jan 31, 2024	BUY	$55.55 - $66.5 $337,132 - $403,588	6,069 Added 78.66%	13,784 $823,000
Q3 2023 Oct 13, 2023	BUY	$57.61 - $67.3 $44,935 - $52,494	780 Added 11.25%	7,715 $500,000
Q2 2023 Jul 25, 2023	BUY	$56.07 - $65.18 $103,561 - $120,387	1,847 Added 36.3%	6,935 $407,000
Q1 2023 Apr 20, 2023	SELL	$56.8 - $67.09 $9,428 - $11,136	-166 Reduced 3.16%	5,088 $317,000
Q4 2022 Feb 02, 2023	SELL	$61.8 - $75.44 $4,573 - $5,582	-74 Reduced 1.39%	5,254 $330,000
Q3 2022 Oct 18, 2022	SELL	$41.05 - $75.26 $574 - $1,053	-14 Reduced 0.26%	5,328 $327,000
Q2 2022 Jul 25, 2022	SELL	$54.82 - $70.86 $8,168 - $10,558	-149 Reduced 2.71%	5,342 $315,000
Q1 2022 Apr 29, 2022	BUY	$31.06 - $60.96 $170,550 - $334,731	5,491 New	5,491 $312,000
Q1 2020 Apr 29, 2020	SELL	$9.69 - $47.26 $59,380 - $289,609	-6,128 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$37.34 - $44.23 $219,372 - $259,851	5,875 Added 2322.13%	6,128 $253,000
Q4 2019 Jan 27, 2020	SELL	$37.34 - $44.23 $358,015 - $424,077	-9,588 Reduced 97.43%	253 $253,000
Q3 2019 Oct 28, 2019	BUY	$42.13 - $53.17 $83,543 - $105,436	1,983 Added 25.24%	9,841 $438,000
Q2 2019 Aug 02, 2019	SELL	$47.43 - $68.37 $8,300 - $11,964	-175 Reduced 2.18%	7,858 $395,000
Q1 2019 May 15, 2019	BUY	$61.24 - $68.25 $491,940 - $548,252	8,033 New	8,033 $532,000
Q3 2017 Nov 14, 2017	SELL	$58.84 - $65.19 $432,003 - $478,624	-7,342 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	7,342	7,342 $437,000

Others Institutions Holding OXY

# of Institutions

1,382

Shares Held

739M

Call Options Held

26.4M

Put Options Held

30.6M

View Full List

About OCCIDENTAL PETROLEUM CORP

Ticker OXY
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 931,491,968
Market Cap $41.4B
Description
Occidental Petroleum Corporation, together with its subsidiaries, engages in the acquisition, exploration, and development of oil and gas properties in the United States, the Middle East, Africa, and Latin America. It operates through three segments: Oil and Gas, Chemical, and Midstream and Marketing. The company's Oil and Gas segment explores f...

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Institute For Wealth Management, Llc. Occidental Petroleum Corp Transaction History