Position in OXY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$741,663
-$463,892 QoQ
Shares Held
15,270
-17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#549
of 1,232 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Athena Wealth Management, LLC holds $2,328,388 across 3 Oil & Gas E&P names. OXY ranks #2 (31.9% of the industry book) .
All Filings in OXY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,663 | 15,270 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,205,555 | 18,547 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $753,852 | 18,333 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||