Beacon Financial Group’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 | $260K | Sell |
6,181
-119
| -2% | -$5K | 0.03% | 306 |
|
|
2025
Q1 | $311K | Sell |
6,300
-2,901
| -32% | -$143K | 0.03% | 274 |
|
|
2024
Q4 | $455K | Sell |
9,201
-879
| -9% | -$43.4K | 0.05% | 232 |
|
|
2024
Q3 | $520K | Buy |
10,080
+24
| +0.2% | +$1.24K | 0.06% | 215 |
|
|
2024
Q2 | $634K | Sell |
10,056
-1,437
| -13% | -$90.6K | 0.07% | 193 |
|
|
2024
Q1 | $747K | Sell |
11,493
-572
| -5% | -$37.2K | 0.09% | 183 |
|
|
2023
Q4 | $720K | Buy |
12,065
+1,169
| +11% | +$69.8K | 0.09% | 175 |
|
|
2023
Q3 | $684K | Buy |
+10,896
| New | +$684K | 0.1% | 158 |
|
|
2018
Q2 | – | Sell |
-3,808
| Closed | -$247K | – | 204 |
|
|
2018
Q1 | $247K | Buy |
+3,808
| New | +$247K | 0.04% | 196 |
|
|
2015
Q3 | – | Sell |
-5,200
| Closed | -$401K | – | 171 |
|
|
2015
Q2 | $401K | Sell |
5,200
-61
| -1% | -$4.7K | 0.09% | 126 |
|
|
2015
Q1 | $389K | Sell |
5,261
-292
| -5% | -$21.6K | 0.09% | 119 |
|
|
2014
Q4 | $451K | Buy |
5,553
+53
| +1% | +$4.31K | 0.09% | 119 |
|
|
2014
Q3 | $512K | Buy |
5,500
+746
| +16% | +$69.4K | 0.11% | 120 |
|
|
2014
Q2 | $466K | Buy |
4,754
+2,052
| +76% | +$201K | 0.1% | 122 |
|
|
2014
Q1 | $247K | Buy |
+2,702
| New | +$247K | 0.05% | 157 |
|