Atwood & Palmer’s BP BP Stock Holding History

Atwood & Palmer’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	-200	Closed	-$6.89K	–	489
2025 Q3	$6.89K	Sell	200 -264	-57%	-$8.84K	﹤0.01%	407
2025 Q2	$13.9K	Sell	464 -1,036	-69%	-$30.4K	﹤0.01%	356
2025 Q1	$50.7K	Sell	1,500 -850	-36%	-$27.7K	﹤0.01%	221
2024 Q4	$69.5K	Hold	2,350	–	–	﹤0.01%	204
2024 Q3	$73.8K	Hold	2,350	–	–	0.01%	204
2024 Q2	$84.8K	Hold	2,350	–	–	0.01%	194
2024 Q1	$88.5K	Hold	2,350	–	–	0.01%	192
2023 Q4	$83.2K	Hold	2,350	–	–	0.01%	197
2023 Q3	$91K	Hold	2,350	–	–	0.01%	178
2023 Q2	$82.9K	Hold	2,350	–	–	0.01%	199
2023 Q1	$89.2K	Hold	2,350	–	–	0.01%	181
2022 Q4	$82.1K	Hold	2,350	–	–	0.01%	185
2022 Q3	$67K	Hold	2,350	–	–	0.01%	191
2022 Q2	$67K	Sell	2,350 -1,600	-41%	-$49K	0.01%	190
2022 Q1	$116K	Sell	3,950 -250	-6%	-$7.62K	0.01%	166
2021 Q4	$112K	Hold	4,200	–	–	0.01%	181
2021 Q3	$115K	Hold	4,200	–	–	0.01%	178
2021 Q2	$111K	Sell	4,200 -500	-11%	-$13.1K	0.01%	181
2021 Q1	$114K	Sell	4,700 -2,500	-35%	-$60.2K	0.01%	173
2020 Q4	$148K	Hold	7,200	–	–	0.02%	153
2020 Q3	$126K	Hold	7,200	–	–	0.02%	149
2020 Q2	$168K	Hold	7,200	–	–	0.02%	132
2020 Q1	$176K	Hold	7,200	–	–	0.03%	122
2019 Q4	$272K	Hold	7,200	–	–	0.04%	110
2019 Q3	$274K	Sell	7,200 -1,342	-16%	-$51.2K	0.04%	110
2019 Q2	$350K	Hold	8,542	–	–	0.05%	99
2019 Q1	$367K	Sell	8,542 -125	-1%	-$5.12K	0.05%	92
2018 Q4	$319K	Sell	8,667 -1,702	-16%	-$68K	0.05%	94
2018 Q3	$456K	Sell	10,369 -381	-4%	-$15.9K	0.06%	81
2018 Q2	$462K	Sell	10,750 -1,982	-16%	-$83.3K	0.06%	84
2018 Q1	$480K	Sell	12,732 -192	-1%	-$7.23K	0.07%	82
2017 Q4	$497K	Buy	12,924 +2,024	+19%	+$73.3K	0.07%	81
2017 Q3	$378K	Sell	10,900 -188	-2%	-$5.97K	0.05%	97
2017 Q2	$341K	Buy	11,088 +3,198	+41%	+$99.5K	0.05%	99
2017 Q1	$237K	Sell	7,890 -4,221	-35%	-$128K	0.04%	110
2016 Q4	$388K	Sell	12,111 -4,673	-28%	-$141K	0.07%	85
2016 Q3	$497K	Sell	16,784 -21,574	-56%	-$626K	0.09%	76
2016 Q2	$1.15M	Buy	38,358 +14,443	+60%	+$389K	0.21%	60
2016 Q1	$607K	Sell	23,915 -832	-3%	-$21K	0.11%	77
2015 Q4	$651K	Hold	24,747	–	–	0.12%	81
2015 Q3	$636K	Sell	24,747 -1,657	-6%	-$48.6K	0.12%	80
2015 Q2	$888K	Buy	26,404 +232	+0.9%	+$8.12K	0.16%	78
2015 Q1	$849K	Buy	26,172 +21,985	+525%	+$720K	0.15%	79
2014 Q4	$133K	Sell	4,187 -63	-1%	-$2.12K	0.02%	149
2014 Q3	$152K	Sell	4,250 -26,465	-86%	-$1.05M	0.03%	143
2014 Q2	$1.32M	Buy	30,715 +24,226	+373%	+$999K	0.35%	53
2014 Q1	$255K	Buy	+6,489	New	+$256K	0.06%	101

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atwood & Palmer's BP Position: Q4 2025 in Review

Atwood & Palmer sold out of BP (BP) in Q4 2025, closing a stake of 200 shares — an estimated $6.89K sold.

Atwood & Palmer first reported a position in BP in Q1 2014 and held it in 47 quarters. The position peaked at $1.32M in Q2 2014. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Atwood & Palmer reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Atwood & Palmer sold 200 BP shares in Q4 2025, an estimated $6.89K.
Atwood & Palmer first reported a position in BP in Q1 2014 and held it in 47 quarters.
Atwood & Palmer's BP position peaked at $1.32M in Q2 2014.
1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.