Meridian Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
5,258
-3,915
| -43% | -$164K | 0.01% | 627 |
|
|
2025
Q1 | $453K | Buy |
9,173
+706
| +8% | +$34.8K | 0.02% | 430 |
|
|
2024
Q4 | $418K | Sell |
8,467
-1,010
| -11% | -$49.9K | 0.02% | 448 |
|
|
2024
Q3 | $488K | Buy |
+9,477
| New | +$488K | 0.02% | 412 |
|
|
2024
Q2 | – | Sell |
-10,763
| Closed | -$699K | – | 468 |
|
|
2024
Q1 | $699K | Sell |
10,763
-5,459
| -34% | -$355K | 0.12% | 114 |
|
|
2023
Q4 | $969K | Sell |
16,222
-15,906
| -50% | -$950K | 0.06% | 268 |
|
|
2023
Q3 | $2.08M | Buy |
32,128
+16,240
| +102% | +$1.05M | 0.13% | 150 |
|
|
2023
Q2 | $934K | Sell |
15,888
-4,050
| -20% | -$238K | 0.08% | 215 |
|
|
2023
Q1 | $1.24M | Sell |
19,938
-5,270
| -21% | -$329K | 0.11% | 174 |
|
|
2022
Q4 | $1.59M | Buy |
25,208
+578
| +2% | +$36.4K | 0.16% | 137 |
|
|
2022
Q3 | $1.51M | Sell |
24,630
-1,618
| -6% | -$99.5K | 0.16% | 134 |
|
|
2022
Q2 | $1.55M | Buy |
26,248
+5,001
| +24% | +$294K | 0.13% | 178 |
|
|
2022
Q1 | $1.21M | Buy |
+21,247
| New | +$1.21M | 0.13% | 139 |
|
|
2019
Q3 | – | Sell |
-583
| Closed | -$293 | – | 393 |
|
|
2019
Q2 | $293 | Buy |
+583
| New | +$293 | 0.01% | 464 |
|
|
2018
Q4 | – | Sell |
-5,289
| Closed | -$435K | – | 182 |
|
|
2018
Q3 | $435K | Buy |
5,289
+698
| +15% | +$57.4K | 0.19% | 97 |
|
|
2018
Q2 | $384K | Buy |
+4,591
| New | +$384K | 0.18% | 116 |
|