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Meridian Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-52
Closed -$1K – 904
2021
Q1 		$1K Buy
+52
New +$1.3K ﹤0.01% 1222

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BlackRock
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State Street
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IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meridian Wealth Partners's OXY Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 52 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in OXY in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 52 Occidental Petroleum shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Occidental Petroleum in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Occidental Petroleum position peaked at $1K in Q1 2021.
  • 748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.