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Beacon Financial Group’s Occidental Petroleum OXY Stock Holding History

Beacon Financial Group’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
2025
Q4 		– Sell
-5,849
Closed -$276K – 356
2025
Q3 		$276K Sell
5,849
-332
-5% -$15K 0.03% 302
2025
Q2 		$260K Sell
6,181
-119
-2% -$4.97K 0.03% 306
2025
Q1 		$311K Sell
6,300
-2,901
-32% -$142K 0.03% 274
2024
Q4 		$455K Sell
9,201
-879
-9% -$44.4K 0.05% 232
2024
Q3 		$520K Buy
10,080
+24
+0.2% +$1.37K 0.06% 215
2024
Q2 		$634K Sell
10,056
-1,437
-13% -$92.2K 0.07% 193
2024
Q1 		$747K Sell
11,493
-572
-5% -$34.2K 0.09% 183
2023
Q4 		$720K Buy
12,065
+1,169
+11% +$71.3K 0.09% 175
2023
Q3 		$684K Buy
+10,896
New +$686K 0.1% 158
2018
Q2 		– Sell
-3,808
Closed -$247K – 204
2018
Q1 		$247K Buy
+3,808
New +$266K 0.04% 196
2015
Q3 		– Sell
-5,200
Closed -$401K – 171
2015
Q2 		$401K Sell
5,200
-61
-1% -$4.76K 0.09% 126
2015
Q1 		$389K Sell
5,261
-292
-5% -$22.6K 0.09% 119
2014
Q4 		$451K Buy
5,553
+53
+1% +$4.4K 0.09% 119
2014
Q3 		$512K Buy
5,500
+746
+16% +$71.6K 0.11% 120
2014
Q2 		$466K Buy
4,754
+2,052
+76% +$193K 0.1% 122
2014
Q1 		$247K Buy
+2,702
New +$241K 0.05% 157

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Financial Group's OXY Position: Q4 2025 in Review

Beacon Financial Group sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 5,849 shares — an estimated $276K sold.

Beacon Financial Group first reported a position in OXY in Q1 2014 and held it in 16 quarters. The position peaked at $747K in Q1 2024. 1,117 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Beacon Financial Group reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 5,849 Occidental Petroleum shares in Q4 2025, an estimated $276K.
  • Beacon Financial Group first reported a position in Occidental Petroleum in Q1 2014 and held it in 16 quarters.
  • Beacon Financial Group's Occidental Petroleum position peaked at $747K in Q1 2024.
  • 1,117 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.