Beacon Pointe Advisors’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 | $1.03M | Sell |
24,411
-4,577
| -16% | -$192K | 0.01% | 666 |
|
|
2025
Q1 | $1.43M | Sell |
28,988
-3,279
| -10% | -$162K | 0.02% | 540 |
|
|
2024
Q4 | $1.59M | Sell |
32,267
-3,420
| -10% | -$169K | 0.02% | 508 |
|
|
2024
Q3 | $1.84M | Sell |
35,687
-1,491
| -4% | -$76.8K | 0.02% | 487 |
|
|
2024
Q2 | $2.34M | Sell |
37,178
-1,198
| -3% | -$75.5K | 0.03% | 443 |
|
|
2024
Q1 | $2.49M | Sell |
38,376
-203
| -0.5% | -$13.2K | 0.03% | 443 |
|
|
2023
Q4 | $2.3M | Sell |
38,579
-2,097
| -5% | -$125K | 0.03% | 440 |
|
|
2023
Q3 | $2.64M | Buy |
40,676
+24,264
| +148% | +$1.57M | 0.03% | 404 |
|
|
2023
Q2 | $965K | Sell |
16,412
-22,926
| -58% | -$1.35M | 0.02% | 528 |
|
|
2023
Q1 | $2.46M | Buy |
39,338
+23,131
| +143% | +$1.44M | 0.04% | 355 |
|
|
2022
Q4 | $1.02M | Buy |
16,207
+457
| +3% | +$28.8K | 0.02% | 496 |
|
|
2022
Q3 | $968K | Sell |
15,750
-198
| -1% | -$12.2K | 0.02% | 468 |
|
|
2022
Q2 | $941K | Sell |
15,948
-4,743
| -23% | -$280K | 0.02% | 479 |
|
|
2022
Q1 | $1.17M | Buy |
20,691
+11,391
| +122% | +$646K | 0.02% | 577 |
|
|
2021
Q4 | $270K | Sell |
9,300
-5,857
| -39% | -$170K | 0.01% | 774 |
|
|
2021
Q3 | $448K | Buy |
15,157
+2,451
| +19% | +$72.4K | 0.01% | 566 |
|
|
2021
Q2 | $397K | Buy |
12,706
+2,401
| +23% | +$75K | 0.01% | 560 |
|
|
2021
Q1 | $272K | Buy |
+10,305
| New | +$272K | 0.02% | 408 |
|
|
2020
Q4 | – | Sell |
-12,908
| Closed | -$129K | – | 518 |
|
|
2020
Q3 | $129K | Buy |
+12,908
| New | +$129K | 0.01% | 387 |
|