BA
BPT

Bellwether Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Bellwether Advisors’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
-1
Closed – – 192
2025
Q2 		$0 Hold
1
– – ﹤0.01% 601
2025
Q1 		$0 Hold
1
– – ﹤0.01% 516
2024
Q4 		$0 Buy
+1
New +$1 ﹤0.01% 514
2023
Q1 		– Hold
0
– – – 483

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $165M AUM 19.29% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Bellwether Advisors's BPT Position: Q3 2025 in Review

Bellwether Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 1 share.

Bellwether Advisors first reported a position in BPT in Q4 2024 and held it in 3 quarters. The position peaked at $0 in Q2 2025. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • Bellwether Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 BP Prudhoe Bay Royalty Trust share in Q3 2025.
  • Bellwether Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's BP Prudhoe Bay Royalty Trust position peaked at $0 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

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