Meriwether Wealth & Planning’s Occidental Petroleum OXY Stock Holding History

Meriwether Wealth & Planning’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 Q3	$55.9K	Buy	+1,010	New	+$57.7K	0.03%	254

Other funds holding OXY

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Meriwether Wealth & Planning's OXY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Occidental Petroleum (OXY) in Q3 2026: 1,010 shares worth $55.9K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Meriwether Wealth & Planning held 1,010 shares of Occidental Petroleum worth $55.9K as of Q3 2026.
Occidental Petroleum was a new Meriwether Wealth & Planning position in Q3 2026.
Occidental Petroleum made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #254 holding.
477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.