AWA
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Arete Wealth Advisors’s BP BP Stock Holding History

Arete Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,116
Closed -$314K – 406
2025
Q3 		$314K Buy
9,116
+19
+0.2% +$636 0.02% 585
2025
Q2 		$272K Buy
9,097
+299
+3% +$8.77K 0.02% 593
2025
Q1 		$297K Sell
8,798
-1,718
-16% -$56.1K 0.02% 535
2024
Q4 		$311K Buy
10,516
+2,757
+36% +$82.8K 0.02% 543
2024
Q3 		$243K Sell
7,759
-21,890
-74% -$741K 0.02% 586
2024
Q2 		$1.07M Sell
29,649
-307
-1% -$11.5K 0.09% 219
2024
Q1 		$1.13M Buy
29,956
+4,668
+18% +$167K 0.1% 193
2023
Q4 		$895K Sell
25,288
-1,207
-5% -$44.2K 0.07% 273
2023
Q3 		$1.03M Sell
26,495
-4,887
-16% -$181K 0.18% 124
2023
Q2 		$1.11M Buy
31,382
+4,798
+18% +$178K 0.1% 200
2023
Q1 		$1.01M Sell
26,584
-3,420
-11% -$128K 0.08% 210
2022
Q4 		$1.05M Buy
30,004
+2,795
+10% +$93K 0.09% 191
2022
Q3 		$777K Buy
+27,209
New +$810K 0.08% 219
2022
Q2 		– Sell
-16,803
Closed -$494K – 466
2022
Q1 		$494K Buy
16,803
+2,283
+16% +$69.6K 0.04% 281
2021
Q4 		$388K Buy
+14,520
New +$403K 0.03% 336
2019
Q2 		– Sell
-4,839
Closed -$208K – 393
2019
Q1 		$208K Buy
+4,839
New +$198K 0.04% 353
2014
Q1 		– Sell
-19,002
Closed -$756K – 112
2013
Q4 		$756K Buy
+19,002
New +$708K 0.75% 32

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAU
Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arete Wealth Advisors's BP Position: Q4 2025 in Review

Arete Wealth Advisors sold out of BP (BP) in Q4 2025, closing a stake of 9,116 shares — an estimated $314K sold.

Arete Wealth Advisors first reported a position in BP in Q4 2013 and held it in 17 quarters. The position peaked at $1.13M in Q1 2024. 1,149 funds tracked by Wall St. Rank hold BP as of Q4 2025.

  • Arete Wealth Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 9,116 BP shares in Q4 2025, an estimated $314K.
  • Arete Wealth Advisors first reported a position in BP in Q4 2013 and held it in 17 quarters.
  • Arete Wealth Advisors's BP position peaked at $1.13M in Q1 2024.
  • 1,149 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.