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Athena Investment Management’s Occidental Petroleum OXY Stock Holding History

Athena Investment 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 		– Sell
-3,373
Closed -$219K – 147
2026
Q1 		$219K Sell
3,373
-2,037
-38% -$102K 0.11% 146
2025
Q4 		$222K Sell
5,410
-1,212
-18% -$50.6K 0.11% 143
2025
Q3 		$313K Hold
6,622
– – 0.16% 117
2025
Q2 		$278K Hold
6,622
– – 0.16% 124
2025
Q1 		$327K Buy
6,622
+212
+3% +$10.4K 0.2% 108
2024
Q4 		$317K Sell
6,410
-212
-3% -$10.7K 0.18% 113
2024
Q3 		$341K Hold
6,622
– – 0.19% 116
2024
Q2 		$417K Sell
6,622
-6
-0.1% -$385 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% -$378 0.31% 76
2023
Q2 		$390K Sell
6,634
-14
-0.2% -$840 0.27% 89
2023
Q1 		$415K Sell
6,648
-32
-0.5% -$1.99K 0.3% 75
2022
Q4 		$421K Sell
6,680
-200
-3% -$13.6K 0.31% 77
2022
Q3 		$423K Hold
6,880
– – 0.36% 70
2022
Q2 		$405K Sell
6,880
-10
-0.1% -$614 0.32% 73
2022
Q1 		$390K Buy
+6,890
New +$305K 0.3% 73

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Athena Investment Management's OXY Position: Q2 2026 in Review

Athena Investment Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,373 shares — an estimated $219K sold.

Athena Investment Management first reported a position in OXY in Q1 2022 and held it in 17 quarters. The position peaked at $431K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Athena Investment Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Athena Investment Management sold 3,373 Occidental Petroleum shares in Q2 2026, an estimated $219K.
  • Athena Investment Management first reported a position in Occidental Petroleum in Q1 2022 and held it in 17 quarters.
  • Athena Investment Management's Occidental Petroleum position peaked at $431K in Q1 2024.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.