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Apollon Wealth Management’s Occidental Petroleum OXY Stock Holding History

Apollon Wealth Management’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 		$1.41M Buy
29,079
+4,588
+19% +$261K 0.02% 602
2026
Q1 		$1.59M Buy
24,491
+4,433
+22% +$223K 0.03% 442
2025
Q4 		$825K Sell
20,058
-6,552
-25% -$273K 0.01% 655
2025
Q3 		$1.26M Buy
26,610
+2,291
+9% +$104K 0.02% 507
2025
Q2 		$1.02M Buy
24,319
+1,211
+5% +$50.6K 0.02% 549
2025
Q1 		$1.14M Buy
23,108
+6,415
+38% +$313K 0.03% 472
2024
Q4 		$825K Sell
16,693
-2,024
-11% -$102K 0.02% 582
2024
Q3 		$965K Sell
18,717
-1,512
-7% -$86.3K 0.03% 508
2024
Q2 		$1.28M Buy
20,229
+5,956
+42% +$382K 0.04% 393
2024
Q1 		$928K Sell
14,273
-5,856
-29% -$350K 0.03% 494
2023
Q4 		$1.2M Buy
20,129
+6,295
+46% +$384K 0.04% 395
2023
Q3 		$898K Sell
13,834
-1,503
-10% -$94.6K 0.05% 385
2023
Q2 		$902K Sell
15,337
-403
-3% -$24.2K 0.04% 421
2023
Q1 		$983K Sell
15,740
-216
-1% -$13.4K 0.06% 336
2022
Q4 		$1.01M Sell
15,956
-702
-4% -$47.8K 0.07% 294
2022
Q3 		$1.02M Buy
16,658
+197
+1% +$12.6K 0.08% 243
2022
Q2 		$969K Buy
16,461
+7,847
+91% +$482K 0.08% 268
2022
Q1 		$489K Buy
8,614
+742
+9% +$32.8K 0.03% 471
2021
Q4 		$228K Sell
7,872
-2,004
-20% -$62.9K 0.02% 663
2021
Q3 		$292K Buy
+9,876
New +$264K 0.04% 353
2020
Q3 		– Sell
-31
Closed -$1K – 529
2020
Q2 		$1K Buy
+31
New +$488 ﹤0.01% 704

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Wealth Management's OXY Position: Q2 2026 in Review

Apollon Wealth Management increased its Occidental Petroleum (OXY) stake by 19% in Q2 2026, buying an estimated $261K and bringing the position to 29,079 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #602.

Apollon Wealth Management first reported a position in OXY in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.59M in Q1 2026. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Apollon Wealth Management held 29,079 shares of Occidental Petroleum worth $1.41M as of Q2 2026.
  • Apollon Wealth Management bought 4,588 Occidental Petroleum shares in Q2 2026, an estimated $261K.
  • Occidental Petroleum made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Apollon Wealth Management first reported a position in Occidental Petroleum in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Occidental Petroleum position peaked at $1.59M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.