Beacon Pointe Advisors, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1744317
NEWPORT BEACH, CA
Position in OXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,686,750
+$741,319 QoQ
Shares Held
25,950
+12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Dec 31, 2023CallValue
$238,840
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $47,553,307 across 25 Oil & Gas E&P names. OXY ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
83,272 | $10,991,904 | |
| 2 | TPL |
Texas Pacific Land Corp
|
16,795 | $7,970,235 | |
| 3 | EOG |
Eog Resources Inc
|
51,245 | $7,408,489 | |
| 4 | KRP |
Kimbell Royalty Partners, LP
|
186,207 | $2,694,415 | |
| 5 | EQT |
EQT Corp
|
36,762 | $2,339,533 | |
| 6 | DMLP |
Dorchester Minerals, L.P.
|
66,799 | $1,810,252 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
This page
|
25,950 | $1,686,750 | |
| 8 | BSM |
Black Stone Minerals, L.P.
|
102,206 | $1,545,354 |
All Filings in OXY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,686,750 | 25,950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $945,431 | 22,992 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,232,185 | 26,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,025,506 | 24,411 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,430,847 | 28,988 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,594,312 | 32,267 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,839,307 | 35,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,343,329 | 37,178 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,494,056 | 38,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $238,840 | 4,000 | Call | Sole | 2024-02-08 | |
| 2023-12-31 | $2,303,552 | 38,579 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,639,058 | 40,676 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $965,025 | 16,412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,455,871 | 39,338 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,020,878 | 16,207 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $967,837 | 15,750 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $939,018 | 15,948 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,174,007 | 20,691 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $269,607 | 9,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $448,344 | 15,157 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $397,316 | 12,706 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $274,319 | 10,305 | Shares | Sole | 2021-05-18 | |
| 2020-09-30 | $129,209 | 12,908 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||