Meridian Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Meridian Wealth Advisors’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
2022 Q3	–	Sell	-7,430	Closed	-$437K	–	195
2022 Q2	$437K	Sell	7,430 -170	-2%	-$10.4K	0.12%	130
2022 Q1	$431K	Buy	+7,600	New	+$336K	0.1%	139
2019 Q1	–	Sell	-3,644	Closed	-$224K	–	320
2018 Q4	$224K	Buy	+3,644	New	+$256K	0.17%	113

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Advisors's OXY Position: Q3 2022 in Review

Meridian Wealth Advisors sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 7,430 shares — an estimated $437K sold.

Meridian Wealth Advisors first reported a position in OXY in Q4 2018 and held it in 3 quarters. The position peaked at $437K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

Meridian Wealth Advisors reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 7,430 Occidental Petroleum shares in Q3 2022, an estimated $437K.
Meridian Wealth Advisors first reported a position in Occidental Petroleum in Q4 2018 and held it in 3 quarters.
Meridian Wealth Advisors's Occidental Petroleum position peaked at $437K in Q2 2022.
1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Meridian Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.