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Beacon Pointe Advisors, LLC: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on OXY, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 28,413 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,413 shares
    Change vs previous 13F +2,463 shares

    0.01% of the 13F portfolio, value $1,383,054.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 25,950 shares
    Change vs previous 13F +2,958 shares

    0.01% of the 13F portfolio, value $1,686,776.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 22,992 shares
    Change vs previous 13F -3,086 shares

    0.01% of the 13F portfolio, value $945,452.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,078 shares
    Change vs previous 13F +1,667 shares

    0.01% of the 13F portfolio, value $1,232,194.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,411 shares
    Change vs previous 13F -4,577 shares

    0.01% of the 13F portfolio, value $1,025,525.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,988 shares
    Change vs previous 13F -3,279 shares

    0.02% of the 13F portfolio, value $1,430,832.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 32,267 shares
    Change vs previous 13F -3,420 shares

    0.02% of the 13F portfolio, value $1,594,331.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,839,322.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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