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Beacon Investment Advisory Services’s Occidental Petroleum OXY Stock Holding History

Beacon Investment Advisory Services’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 		$49.7K Buy
1,024
+1
+0.1% +$57 ﹤0.01% 439
2026
Q1 		$66.5K Buy
+1,023
New +$51.4K ﹤0.01% 386
2019
Q4 		– Sell
-6,399
Closed -$285K – 250
2019
Q3 		$285K Sell
6,399
-24,382
-79% -$1.15M 0.03% 206
2019
Q2 		$1.55M Sell
30,781
-4,131
-12% -$232K 0.16% 95
2019
Q1 		$2.31M Buy
34,912
+3,975
+13% +$262K 0.25% 86
2018
Q4 		$1.9M Sell
30,937
-4,654
-13% -$327K 0.21% 89
2018
Q3 		$2.92M Buy
35,591
+903
+3% +$73K 0.28% 82
2018
Q2 		$2.9M Buy
34,688
+19,488
+128% +$1.56M 0.29% 83
2018
Q1 		$987K Buy
15,200
+1,741
+13% +$122K 0.1% 113
2017
Q4 		$991K Sell
13,459
-4,014
-23% -$272K 0.1% 118
2017
Q3 		$1.12M Buy
+17,473
New +$1.06M 0.1% 123

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Beacon Investment Advisory Services's OXY Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Occidental Petroleum (OXY) stake by 0.1% in Q2 2026, buying an estimated $57 and bringing the position to 1,024 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Beacon Investment Advisory Services first reported a position in OXY in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.92M in Q3 2018. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Beacon Investment Advisory Services held 1,024 shares of Occidental Petroleum worth $49.7K as of Q2 2026.
  • Beacon Investment Advisory Services bought 1 Occidental Petroleum share in Q2 2026, an estimated $57.
  • Occidental Petroleum made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #439 holding.
  • Beacon Investment Advisory Services first reported a position in Occidental Petroleum in Q3 2017 and has held it in 11 quarters since.
  • Beacon Investment Advisory Services's Occidental Petroleum position peaked at $2.92M in Q3 2018.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.