OCCIDENTAL PETE CORP

Ticker: OXY CUSIP: 674599105 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,612 Value ($000) $806 Avg Close $41.55 Range $38.80 - $47.71
Q3 2025
Shares 21,580 Value ($000) $1,020 Avg Close $44.74 Range $41.19 - $49.16
Q2 2025
Shares 22,021 Value ($000) $925 Avg Close $41.16 Range $34.20 - $48.54
Q1 2025
Shares 22,791 Value ($000) $1,125 Avg Close $47.84 Range $43.74 - $52.05
Q4 2024
Shares 22,790 Value ($000) $1,126 Avg Close $49.25 Range $44.20 - $55.02
Q3 2024
Shares 25,096 Value ($000) $1,293 Avg Close $55.40 Range $48.46 - $62.81
Q2 2024
Shares 22,387 Value ($000) $1,411 Avg Close $62.02 Range $57.01 - $68.79
Q1 2024
Shares 16,152 Value ($000) $1,050 Avg Close $57.57 Range $53.47 - $62.94
Q4 2023
Shares 13,784 Value ($000) $823 Avg Close $58.62 Range $53.07 - $64.26
Q3 2023
Shares 7,715 Value ($000) $501 Avg Close $60.27 Range $54.72 - $64.95
Q2 2023
Shares 6,935 Value ($000) $408 Avg Close $57.29 Range $53.50 - $63.43
Q1 2023
Shares 5,088 Value ($000) $318 Avg Close $59.16 Range $52.97 - $64.64
Q4 2022
Shares 5,254 Value ($000) $331 Avg Close $64.70 Range $57.67 - $72.27
Q3 2022
Shares 5,328 Value ($000) $327 Avg Close $60.69 Range $52.98 - $73.09
Q2 2022
Shares 5,342 Value ($000) $315 Avg Close $58.13 Range $48.74 - $70.03
Q1 2022
Shares 5,491 Value ($000) $312 Avg Close $41.76 Range $27.51 - $59.82
Q4 2019
Shares 6,128 Value ($000) $253 Avg Close $36.00 Range $33.57 - $40.62
Q3 2019
Shares 9,841 Value ($000) $438 Avg Close $41.72 Range $36.75 - $47.49
Q2 2019
Shares 7,858 Value ($000) $395 Avg Close $48.84 Range $40.64 - $59.52
Q1 2019
Shares 8,033 Value ($000) $532 Avg Close $56.47 Range $51.03 - $58.62
Q2 2017
Shares 7,342 Value ($000) $437 Avg Close $48.52 Range $45.18 - $51.92