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Meritage Group’s Occidental Petroleum OXY Stock Holding History

Meritage 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
2022
Q2 		– Sell
-6,456
Closed -$366K – 41
2022
Q1 		$366K Sell
6,456
-1,559
-19% -$68.9K 0.01% 23
2021
Q4 		$232K Buy
+8,015
New +$252K ﹤0.01% 26
2021
Q3 		– Sell
-7,573
Closed -$237K – 43
2021
Q2 		$237K Buy
+7,573
New +$203K ﹤0.01% 28
2020
Q4 		– Sell
-43,355
Closed -$434K – 42
2020
Q3 		$434K Buy
+43,355
New +$611K 0.01% 20

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meritage Group's OXY Position: Q2 2022 in Review

Meritage Group sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 6,456 shares — an estimated $366K sold.

Meritage Group first reported a position in OXY in Q3 2020 and held it in 4 quarters. The position peaked at $434K in Q3 2020. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • Meritage Group reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • Meritage Group sold 6,456 Occidental Petroleum shares in Q2 2022, an estimated $366K.
  • Meritage Group first reported a position in Occidental Petroleum in Q3 2020 and held it in 4 quarters.
  • Meritage Group's Occidental Petroleum position peaked at $434K in Q3 2020.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Meritage Group's 13F filing for Q2 2022, filed 12 Aug 2022.