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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Athena Investment Management's OXY Position: Q1 2026 in Review

Athena Investment Management reduced its Occidental Petroleum (OXY) stake by 38% in Q1 2026, selling an estimated $102K and leaving 3,373 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #146.

Athena Investment Management first reported a position in OXY in Q1 2022 and has held it in 17 quarters since. The position peaked at $431K in Q1 2024. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

Athena Investment Management held 3,373 shares of Occidental Petroleum worth $219K as of Q1 2026.
Athena Investment Management sold 2,037 Occidental Petroleum shares in Q1 2026, an estimated $102K.
Occidental Petroleum made up 0.11% of Athena Investment Management's portfolio in Q1 2026, its #146 holding.
Athena Investment Management first reported a position in Occidental Petroleum in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Occidental Petroleum position peaked at $431K in Q1 2024.
1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.