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Institute for Wealth Management, LLC.: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on OXY, newest first. How the timeline and the estimate are built.

Institute for Wealth Management, LLC. held 18,911 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,911 shares
    Change vs previous 13F -600 shares

    0.08% of the 13F portfolio, value $918,524.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,511 shares
    Change vs previous 13F -101 shares

    0.14% of the 13F portfolio, value $1,268,190.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,612 shares
    Change vs previous 13F -1,968 shares

    0.09% of the 13F portfolio, value $806,460.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,580 shares
    Change vs previous 13F -441 shares

    0.11% of the 13F portfolio, value $1,019,651.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,021 shares
    Change vs previous 13F -770 shares

    0.1% of the 13F portfolio, value $925,102.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,791 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $1,124,950.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,790 shares
    Change vs previous 13F -2,306 shares

    0.14% of the 13F portfolio, value $1,126,077.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,096 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,293,459.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).