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Beacon Pointe Advisors’s Occidental Petroleum OXY Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.69M Buy
25,950
+2,958
+13% +$149K 0.01% 792
2025
Q4 		$945K Sell
22,992
-3,086
-12% -$129K 0.01% 852
2025
Q3 		$1.23M Buy
26,078
+1,667
+7% +$75.3K 0.01% 693
2025
Q2 		$1.03M Sell
24,411
-4,577
-16% -$191K 0.01% 669
2025
Q1 		$1.43M Sell
28,988
-3,279
-10% -$160K 0.02% 543
2024
Q4 		$1.59M Sell
32,267
-3,420
-10% -$173K 0.02% 510
2024
Q3 		$1.84M Sell
35,687
-1,491
-4% -$85.1K 0.02% 487
2024
Q2 		$2.34M Sell
37,178
-1,198
-3% -$76.8K 0.03% 443
2024
Q1 		$2.49M Sell
38,376
-203
-0.5% -$12.1K 0.03% 444
2023
Q4 		$2.3M Sell
38,579
-2,097
-5% -$128K 0.03% 444
2023
Q3 		$2.64M Buy
40,676
+24,264
+148% +$1.53M 0.03% 405
2023
Q2 		$965K Sell
16,412
-22,926
-58% -$1.38M 0.02% 533
2023
Q1 		$2.46M Buy
39,338
+23,131
+143% +$1.44M 0.04% 355
2022
Q4 		$1.02M Buy
16,207
+457
+3% +$31.1K 0.02% 496
2022
Q3 		$968K Sell
15,750
-198
-1% -$12.7K 0.02% 468
2022
Q2 		$941K Sell
15,948
-4,743
-23% -$291K 0.02% 479
2022
Q1 		$1.17M Buy
20,691
+11,391
+122% +$504K 0.02% 577
2021
Q4 		$270K Sell
9,300
-5,857
-39% -$184K 0.01% 774
2021
Q3 		$448K Buy
15,157
+2,451
+19% +$65.4K 0.01% 566
2021
Q2 		$397K Buy
12,706
+2,401
+23% +$64.4K 0.01% 560
2021
Q1 		$272K Buy
+10,305
New +$258K 0.02% 409
2020
Q4 		– Sell
-12,908
Closed -$129K – 520
2020
Q3 		$129K Buy
+12,908
New +$182K 0.01% 387

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Beacon Pointe Advisors's OXY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Occidental Petroleum (OXY) stake by 13% in Q1 2026, buying an estimated $149K and bringing the position to 25,950 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #792.

Beacon Pointe Advisors first reported a position in OXY in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.64M in Q3 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Beacon Pointe Advisors held 25,950 shares of Occidental Petroleum worth $1.69M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,958 Occidental Petroleum shares in Q1 2026, an estimated $149K.
  • Occidental Petroleum made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #792 holding.
  • Beacon Pointe Advisors first reported a position in Occidental Petroleum in Q3 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Occidental Petroleum position peaked at $2.64M in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.