Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$393K Sell
8,355
-473
-5% -$18.5K 0.02% 440
2025
Q4
$307K Sell
8,828
-122
-1% -$4.28K 0.02% 496
2025
Q3
$308K Sell
8,950
-661
-7% -$22.1K 0.02% 484
2025
Q2
$288K Sell
9,611
-3,197
-25% -$93.8K 0.02% 488
2025
Q1
$433K Sell
12,808
-2,314
-15% -$75.5K 0.03% 378
2024
Q4
$447K Sell
15,122
-954
-6% -$28.7K 0.04% 335
2024
Q3
$505K Buy
16,076
+6
+0% +$203 0.04% 326
2024
Q2
$580K Buy
16,070
+7,761
+93% +$291K 0.05% 276
2024
Q1
$313K Sell
8,309
-2,156
-21% -$77.3K 0.03% 383
2023
Q4
$370K Buy
10,465
+31
+0.3% +$1.14K 0.03% 369
2023
Q3
$404K Sell
10,434
-922
-8% -$34.2K 0.04% 332
2023
Q2
$401K Sell
11,356
-235
-2% -$8.7K 0.03% 344
2023
Q1
$440K Sell
11,591
-75
-0.6% -$2.8K 0.04% 316
2022
Q4
$407K Sell
11,666
-58
-0.5% -$1.93K 0.04% 331
2022
Q3
$335K Sell
11,724
-496
-4% -$14.8K 0.03% 396
2022
Q2
$346K Sell
12,220
-1,732
-12% -$53.1K 0.03% 386
2022
Q1
$410K Sell
13,952
-1,499
-10% -$45.7K 0.03% 403
2021
Q4
$411K Sell
15,451
-4,336
-22% -$120K 0.03% 437
2021
Q3
$541K Buy
19,787
+3,378
+21% +$84.6K 0.04% 351
2021
Q2
$434K Sell
16,409
-66
-0.4% -$1.73K 0.03% 404
2021
Q1
$401K Buy
16,475
+256
+2% +$6.17K 0.03% 403
2020
Q4
$333K Sell
16,219
-10,097
-38% -$190K 0.03% 409
2020
Q3
$459K Buy
26,316
+2,408
+10% +$52.1K 0.04% 347
2020
Q2
$558K Sell
23,908
-3,190
-12% -$76.6K 0.05% 319
2020
Q1
$661K Sell
27,098
-663
-2% -$21.4K 0.06% 252
2019
Q4
$1.05M Sell
27,761
-34
-0.1% -$1.29K 0.09% 210
2019
Q3
$1.06M Buy
27,795
+4,744
+21% +$181K 0.1% 206
2019
Q2
$945K Buy
23,051
+24
+0.1% +$1.01K 0.1% 198
2019
Q1
$990K Buy
23,027
+594
+3% +$24.3K 0.12% 177
2018
Q4
$824K Buy
22,433
+214
+1% +$8.54K 0.11% 182
2018
Q3
$978K Sell
22,219
-967
-4% -$40.4K 0.12% 160
2018
Q2
$996K Sell
23,186
-49
-0.2% -$2.06K 0.13% 143
2018
Q1
$875K Buy
23,235
+3,405
+17% +$128K 0.12% 153
2017
Q4
$763K Buy
+19,830
New +$718K 0.12% 160

Other funds holding BP