Avantax Advisory Services’s BP BP Stock Holding History

Avantax Advisory Services’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 Q2	$3.05M	Buy	101,931 +10,301	+11%	+$302K	0.02%	613
2025 Q1	$3.1M	Buy	91,630 +964	+1%	+$31.5K	0.02%	568
2024 Q4	$2.68M	Buy	90,666 +3,796	+4%	+$114K	0.02%	595
2024 Q3	$2.73M	Sell	86,870 -47,394	-35%	-$1.6M	0.02%	569
2024 Q2	$4.85M	Buy	134,264 +36,389	+37%	+$1.36M	0.03%	379
2024 Q1	$3.69M	Buy	97,875 +1,596	+2%	+$57.2K	0.03%	379
2023 Q4	$3.41M	Sell	96,279 -3,474	-3%	-$127K	0.03%	361
2023 Q3	$3.86M	Buy	99,753 +1,003	+1%	+$37.2K	0.04%	303
2023 Q2	$3.48M	Sell	98,750 -2,066	-2%	-$76.5K	0.04%	320
2023 Q1	$3.82M	Buy	100,816 +6,690	+7%	+$250K	0.05%	295
2022 Q4	$3.29M	Buy	94,126 +3,392	+4%	+$113K	0.04%	310
2022 Q3	$2.59M	Sell	90,734 -835	-0.9%	-$24.8K	0.04%	329
2022 Q2	$2.6M	Buy	91,569 +13,101	+17%	+$401K	0.04%	326
2022 Q1	$2.3M	Buy	78,468 +16,811	+27%	+$513K	0.03%	349
2021 Q4	$1.64M	Buy	61,657 +4,847	+9%	+$134K	0.02%	403
2021 Q3	$1.56M	Sell	56,810 -4,698	-8%	-$118K	0.03%	389
2021 Q2	$1.63M	Buy	61,508 +15,439	+34%	+$405K	0.03%	373
2021 Q1	$1.12M	Sell	46,069 -22,667	-33%	-$546K	0.02%	401
2020 Q4	$1.41M	Sell	68,736 -149,121	-68%	-$2.81M	0.03%	328
2020 Q3	$3.8M	Buy	217,857 +174,268	+400%	+$3.77M	0.06%	242
2020 Q2	$1.02M	Buy	43,589 +2,565	+6%	+$61.6K	0.03%	343
2020 Q1	$998K	Sell	41,024 -3,608	-8%	-$117K	0.03%	305
2019 Q4	$1.69M	Buy	44,632 +15,765	+55%	+$599K	0.04%	243
2019 Q3	$1.1M	Buy	28,867 +2,353	+9%	+$89.8K	0.04%	198
2019 Q2	$1.09M	Buy	26,514 +4,870	+23%	+$204K	0.05%	182
2019 Q1	$931K	Sell	21,644 -600	-3%	-$24.6K	0.05%	183
2018 Q4	$817K	Buy	+22,244	New	+$888K	0.14%	154

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's BP Position: Q2 2025 in Review

Avantax Advisory Services increased its BP (BP) stake by 11% in Q2 2025, buying an estimated $302K and bringing the position to 101,931 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #613.

Avantax Advisory Services first reported a position in BP in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.85M in Q2 2024. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Avantax Advisory Services held 101,931 shares of BP worth $3.05M as of Q2 2025.
Avantax Advisory Services bought 10,301 BP shares in Q2 2025, an estimated $302K.
BP made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #613 holding.
Avantax Advisory Services first reported a position in BP in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's BP position peaked at $4.85M in Q2 2024.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.