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Merit Financial Group’s Occidental Petroleum OXY Stock Holding History

Merit Financial Group’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 		$2.5M Buy
51,477
+15,760
+44% +$895K 0.02% 657
2026
Q1 		$2.32M Buy
35,717
+21,514
+151% +$1.08M 0.02% 608
2025
Q4 		$584K Sell
14,203
-1,986
-12% -$82.9K ﹤0.01% 1211
2025
Q3 		$765K Buy
16,189
+4,580
+39% +$207K 0.01% 975
2025
Q2 		$488K Sell
11,609
-645
-5% -$27K 0.01% 1116
2025
Q1 		$605K Buy
12,254
+4,270
+53% +$208K 0.01% 850
2024
Q4 		$394K Buy
7,984
+2,865
+56% +$145K 0.01% 813
2024
Q3 		$264K Sell
5,119
-242
-5% -$13.8K 0.01% 703
2024
Q2 		$338K Sell
5,361
-210
-4% -$13.5K 0.01% 685
2024
Q1 		$359K Buy
5,571
+249
+5% +$14.9K 0.01% 647
2023
Q4 		$318K Buy
5,322
+908
+21% +$55.4K 0.01% 607
2023
Q3 		$286K Buy
4,414
+287
+7% +$18.1K 0.01% 597
2023
Q2 		$243K Buy
4,127
+651
+19% +$39.1K 0.01% 652
2023
Q1 		$217K Buy
+3,476
New +$216K 0.01% 580
2022
Q3 		– Sell
-3,675
Closed -$216K – 622
2022
Q2 		$216K Buy
+3,675
New +$226K 0.01% 505

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Merit Financial Group's OXY Position: Q2 2026 in Review

Merit Financial Group increased its Occidental Petroleum (OXY) stake by 44% in Q2 2026, buying an estimated $895K and bringing the position to 51,477 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #657.

Merit Financial Group first reported a position in OXY in Q2 2022 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Merit Financial Group held 51,477 shares of Occidental Petroleum worth $2.5M as of Q2 2026.
  • Merit Financial Group bought 15,760 Occidental Petroleum shares in Q2 2026, an estimated $895K.
  • Occidental Petroleum made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #657 holding.
  • Merit Financial Group first reported a position in Occidental Petroleum in Q2 2022 and has held it in 15 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.