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Meridian Wealth Management’s Occidental Petroleum OXY Stock Holding History

Meridian Wealth Management’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
Q1 		$341K Sell
5,251
-1,133
-18% -$57K 0.01% 617
2025
Q4 		$262K Buy
6,384
+1,617
+34% +$67.5K 0.01% 647
2025
Q3 		$225K Sell
4,767
-491
-9% -$22.2K 0.01% 649
2025
Q2 		$221K Sell
5,258
-3,915
-43% -$164K 0.01% 627
2025
Q1 		$453K Buy
9,173
+706
+8% +$34.5K 0.02% 430
2024
Q4 		$418K Sell
8,467
-1,010
-11% -$51K 0.02% 448
2024
Q3 		$488K Buy
+9,477
New +$541K 0.02% 412
2024
Q2 		– Sell
-10,763
Closed -$699K – 469
2024
Q1 		$699K Sell
10,763
-5,459
-34% -$326K 0.12% 114
2023
Q4 		$969K Sell
16,222
-15,906
-50% -$971K 0.06% 268
2023
Q3 		$2.08M Buy
32,128
+16,240
+102% +$1.02M 0.13% 150
2023
Q2 		$934K Sell
15,888
-4,050
-20% -$243K 0.08% 215
2023
Q1 		$1.24M Sell
19,938
-5,270
-21% -$327K 0.11% 174
2022
Q4 		$1.59M Buy
25,208
+578
+2% +$39.4K 0.16% 137
2022
Q3 		$1.51M Sell
24,630
-1,618
-6% -$104K 0.16% 134
2022
Q2 		$1.54M Buy
26,248
+5,001
+24% +$307K 0.13% 178
2022
Q1 		$1.21M Buy
+21,247
New +$940K 0.13% 139
2019
Q3 		– Sell
-583
Closed -$293 – 393
2019
Q2 		$293 Buy
+583
New +$32.8K 0.01% 464
2018
Q4 		– Sell
-5,289
Closed -$435K – 182
2018
Q3 		$435K Buy
5,289
+698
+15% +$56.4K 0.19% 97
2018
Q2 		$384K Buy
+4,591
New +$367K 0.18% 116

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Meridian Wealth Management's OXY Position: Q1 2026 in Review

Meridian Wealth Management reduced its Occidental Petroleum (OXY) stake by 18% in Q1 2026, selling an estimated $57K and leaving 5,251 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #617.

Meridian Wealth Management first reported a position in OXY in Q2 2018 and has held it in 19 quarters since. The position peaked at $2.08M in Q3 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Meridian Wealth Management held 5,251 shares of Occidental Petroleum worth $341K as of Q1 2026.
  • Meridian Wealth Management sold 1,133 Occidental Petroleum shares in Q1 2026, an estimated $57K.
  • Occidental Petroleum made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #617 holding.
  • Meridian Wealth Management first reported a position in Occidental Petroleum in Q2 2018 and has held it in 19 quarters since.
  • Meridian Wealth Management's Occidental Petroleum position peaked at $2.08M in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.