Cardinal Point Capital Management’s BP BP Stock Holding History

Cardinal Point Capital Management’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	-7,525	Closed	-$259K	–	264
2025 Q3	$259K	Buy	+7,525	New	+$252K	0.02%	225

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

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Cardinal Point Capital Management's BP Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of BP (BP) in Q4 2025, closing a stake of 7,525 shares — an estimated $259K sold.

Cardinal Point Capital Management first reported a position in BP in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Cardinal Point Capital Management reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Cardinal Point Capital Management sold 7,525 BP shares in Q4 2025, an estimated $259K.
Cardinal Point Capital Management first reported a position in BP in Q3 2025 and held it in 1 quarter.
Cardinal Point Capital Management's BP position peaked at $259K in Q3 2025.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.