Bellwether Advisors’s BP BP Stock Holding History

Bellwether 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 Q3	–	Sell	-200	Closed	-$5.99K	–	191
2025 Q2	$5.99K	Hold	200	–	–	﹤0.01%	405
2025 Q1	$6.76K	Hold	200	–	–	﹤0.01%	350
2024 Q4	$5.91K	Buy	+200	New	+$6.01K	﹤0.01%	367
2023 Q2	–	Sell	-200	Closed	-$7.59K	–	134
2023 Q1	$7.59K	Hold	200	–	–	﹤0.01%	288
2022 Q4	$6.99K	Hold	200	–	–	﹤0.01%	293
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	317
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	275
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	354
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	388
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	361
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	311
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	308
2020 Q4	$4K	Buy	+200	New	+$3.77K	﹤0.01%	271

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bellwether Advisors's BP Position: Q3 2025 in Review

Bellwether Advisors sold out of BP (BP) in Q3 2025, closing a stake of 200 shares — an estimated $5.99K sold.

Bellwether Advisors first reported a position in BP in Q4 2020 and held it in 13 quarters. The position peaked at $7.59K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

Bellwether Advisors reported no remaining BP position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 200 BP shares in Q3 2025, an estimated $5.99K.
Bellwether Advisors first reported a position in BP in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's BP position peaked at $7.59K in Q1 2023.
1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.