Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$583K Hold
12,397
0.01% 384
2025
Q4
$431K Sell
12,397
-21
-0.2% -$737 0.01% 415
2025
Q3
$428K Buy
12,418
+79
+0.6% +$2.65K 0.01% 387
2025
Q2
$369K Sell
12,339
-528
-4% -$15.5K 0.01% 345
2025
Q1
$435K Buy
12,867
+662
+5% +$21.6K 0.01% 313
2024
Q4
$361K Sell
12,205
-78,211
-87% -$2.35M 0.01% 334
2024
Q3
$2.84M Sell
90,416
-9,855
-10% -$333K 0.09% 153
2024
Q2
$3.62M Buy
100,271
+20,762
+26% +$778K 0.12% 126
2024
Q1
$3M Buy
79,509
+192
+0.2% +$6.88K 0.12% 130
2023
Q4
$2.81M Buy
79,317
+33,376
+73% +$1.22M 0.12% 129
2023
Q3
$1.78M Sell
45,941
-214
-0.5% -$7.94K 0.09% 158
2023
Q2
$1.63M Buy
46,155
+45,560
+7,657% +$1.69M 0.08% 155
2023
Q1
$22.6K Buy
595
+381
+178% +$14.2K ﹤0.01% 640
2022
Q4
$7.47K Buy
+214
New +$7.12K ﹤0.01% 748
2015
Q3
Sell
-113,701
Closed -$3.82M 197
2015
Q2
$3.82M Buy
113,701
+1,304
+1% +$45.7K 0.51% 62
2015
Q1
$3.65M Buy
112,397
+6,704
+6% +$219K 0.48% 63
2014
Q4
$3.34M Buy
105,693
+37,541
+55% +$1.26M 0.46% 66
2014
Q3
$2.45M Buy
68,152
+8,992
+15% +$356K 0.34% 94
2014
Q2
$2.55M Sell
59,160
-39,490
-40% -$1.63M 0.37% 94
2014
Q1
$1.93M Buy
98,650
+58,685
+147% +$2.31M 0.32% 93
2013
Q4
$1.59M Buy
+39,965
New +$1.49M 0.31% 81

Other funds holding BP