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Meridian Investment Counsel’s Occidental Petroleum OXY Stock Holding History

Meridian Investment Counsel’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 		$594K Sell
12,220
-1,000
-8% -$56.8K 0.13% 148
2026
Q1 		$859K Sell
13,220
-1,100
-8% -$55.3K 0.2% 121
2025
Q4 		$589K Sell
14,320
-925
-6% -$38.6K 0.14% 148
2025
Q3 		$720K Sell
15,245
-450
-3% -$20.3K 0.18% 125
2025
Q2 		$659K Buy
15,695
+1,600
+11% +$66.9K 0.18% 123
2025
Q1 		$696K Buy
14,095
+100
+0.7% +$4.88K 0.2% 115
2024
Q4 		$691K Buy
13,995
+1,695
+14% +$85.6K 0.21% 116
2024
Q3 		$634K Buy
12,300
+4,300
+54% +$245K 0.19% 117
2024
Q2 		$504K Buy
8,000
+1,625
+25% +$104K 0.16% 135
2024
Q1 		$414K Buy
6,375
+1,475
+30% +$88.1K 0.14% 147
2023
Q4 		$293K Buy
4,900
+400
+9% +$24.4K 0.1% 178
2023
Q3 		$292K Hold
4,500
– – 0.11% 169
2023
Q2 		$265K Hold
4,500
– – 0.09% 183
2023
Q1 		$281K Hold
4,500
– – 0.11% 173
2022
Q4 		$283K Sell
4,500
-100
-2% -$6.81K 0.11% 167
2022
Q3 		$283K Hold
4,600
– – 0.13% 160
2022
Q2 		$271K Sell
4,600
-4,600
-50% -$283K 0.11% 168
2022
Q1 		$522K Buy
+9,200
New +$407K 0.18% 121

Other funds holding OXY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meridian Investment Counsel's OXY Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Occidental Petroleum (OXY) stake by 7.6% in Q2 2026, selling an estimated $56.8K and leaving 12,220 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #148.

Meridian Investment Counsel first reported a position in OXY in Q1 2022 and has held it in 18 quarters since. The position peaked at $859K in Q1 2026. 622 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Meridian Investment Counsel held 12,220 shares of Occidental Petroleum worth $594K as of Q2 2026.
  • Meridian Investment Counsel sold 1,000 Occidental Petroleum shares in Q2 2026, an estimated $56.8K.
  • Occidental Petroleum made up 0.13% of Meridian Investment Counsel's portfolio in Q2 2026, its #148 holding.
  • Meridian Investment Counsel first reported a position in Occidental Petroleum in Q1 2022 and has held it in 18 quarters since.
  • Meridian Investment Counsel's Occidental Petroleum position peaked at $859K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.