Meriwether Wealth & Planning
OXY.WS icon

Meriwether Wealth & Planning’s Occidental Petroleum Corp Warrants OXY.WS Stock Holding History

Meriwether Wealth & Planning’s Portfolio OXY.WS Stock Details OXY.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1K Buy
+30
New +$1.06K ﹤0.01% 723

Other funds holding OXY.WS

Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Next Level Wealth Planning
Next Level Wealth Planning Meridian, Idaho $245M AUM 20.19% 1-Year Est. Return
SC
Sawyer & Company Boston, Massachusetts $298M AUM 31.19% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Rydar Equities
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in Occidental Petroleum Corp Warrants (OXY.WS) in Q3 2026: 30 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings.

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

  • Meriwether Wealth & Planning held 30 shares of Occidental Petroleum Corp Warrants worth $1K as of Q3 2026.
  • Occidental Petroleum Corp Warrants was a new Meriwether Wealth & Planning position in Q3 2026.
  • Occidental Petroleum Corp Warrants made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #723 holding.
  • 90 funds tracked by Wall St. Rank held Occidental Petroleum Corp Warrants as of Q3 2026.

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