ATPW
BPT

Ashton Thomas Private Wealth’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Ashton Thomas Private Wealth’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-429,752
Closed -$216K – 969
2025
Q2 		$216K Hold
429,752
– – 0.01% 781
2025
Q1 		$238K Hold
429,752
– – 0.01% 727
2024
Q4 		$234K Buy
+429,752
New +$433K 0.01% 708

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ashton Thomas Private Wealth's BPT Position: Q3 2025 in Review

Ashton Thomas Private Wealth sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 429,752 shares — an estimated $216K sold.

Ashton Thomas Private Wealth first reported a position in BPT in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q1 2025. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • Ashton Thomas Private Wealth reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 429,752 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $216K.
  • Ashton Thomas Private Wealth first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2024 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's BP Prudhoe Bay Royalty Trust position peaked at $238K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.