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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
2024
Q1 		– Sell
-4,000
Closed -$239K – 1392
2023
Q4 		$239K Buy
+4,000
New +$244K ﹤0.01% 1150

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.