Skip to content
Disclosery

BEACON FINANCIAL GROUP: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL GROUP on OXY, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL GROUP held 0 OXY shares at 2025-12-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,849 shares

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,849 shares
    Change vs previous 13F -332 shares

    0.03% of the 13F portfolio, value $276,365.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 6,181 shares
    Change vs previous 13F -119 shares

    0.03% of the 13F portfolio, value $259,671.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 6,300 shares
    Change vs previous 13F -2,901 shares

    0.03% of the 13F portfolio, value $310,971.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 9,201 shares
    Change vs previous 13F -879 shares

    0.05% of the 13F portfolio, value $454,604.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 10,080 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $519,535.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).