Athena Investment Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
6,622
| – | – | 0.16% | 124 |
|
|
2025
Q1 | $327K | Buy |
6,622
+212
| +3% | +$10.5K | 0.2% | 108 |
|
|
2024
Q4 | $317K | Sell |
6,410
-212
| -3% | -$10.5K | 0.18% | 113 |
|
|
2024
Q3 | $341K | Hold |
6,622
| – | – | 0.19% | 116 |
|
|
2024
Q2 | $417K | Sell |
6,622
-6
| -0.1% | -$378 | 0.25% | 94 |
|
|
2024
Q1 | $431K | Hold |
6,628
| – | – | 0.26% | 94 |
|
|
2023
Q4 | $396K | Hold |
6,628
| – | – | 0.26% | 92 |
|
|
2023
Q3 | $430K | Sell |
6,628
-6
| -0.1% | -$389 | 0.31% | 76 |
|
|
2023
Q2 | $390K | Sell |
6,634
-14
| -0.2% | -$823 | 0.27% | 89 |
|
|
2023
Q1 | $415K | Sell |
6,648
-32
| -0.5% | -$2K | 0.3% | 75 |
|
|
2022
Q4 | $421K | Sell |
6,680
-200
| -3% | -$12.6K | 0.31% | 77 |
|
|
2022
Q3 | $423K | Hold |
6,880
| – | – | 0.36% | 70 |
|
|
2022
Q2 | $405K | Sell |
6,880
-10
| -0.1% | -$589 | 0.32% | 73 |
|
|
2022
Q1 | $390K | Buy |
+6,890
| New | +$390K | 0.3% | 73 |
|