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Athena Wealth Management’s Occidental Petroleum OXY Stock Holding History

Athena 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 		$742K Sell
15,270
-3,277
-18% -$186K 0.55% 50
2026
Q1 		$1.21M Buy
18,547
+214
+1% +$10.8K 0.99% 23
2025
Q4 		$754K Buy
+18,333
New +$765K 0.73% 26

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Athena Wealth Management reduced its Occidental Petroleum (OXY) stake by 18% in Q2 2026, selling an estimated $186K and leaving 15,270 shares worth $742K. The position accounts for 0.55% of the portfolio, ranked #50.

Athena Wealth Management first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2026. 250 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Athena Wealth Management held 15,270 shares of Occidental Petroleum worth $742K as of Q2 2026.
  • Athena Wealth Management sold 3,277 Occidental Petroleum shares in Q2 2026, an estimated $186K.
  • Occidental Petroleum made up 0.55% of Athena Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Athena Wealth Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Occidental Petroleum position peaked at $1.21M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.