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Carolinas Wealth Consulting’s BP BP Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-408
Closed -$13.8K – 108
2025
Q1 		$13.8K Sell
408
-648
-61% -$21.2K ﹤0.01% 493
2024
Q4 		$31.2K Buy
1,056
+92
+10% +$2.76K 0.01% 422
2024
Q3 		$30.3K Sell
964
-131
-12% -$4.43K 0.01% 426
2024
Q2 		$39.6K Buy
1,095
+23
+2% +$862 0.01% 394
2024
Q1 		$40.7K Hold
1,072
– – 0.01% 404
2023
Q4 		$38K Buy
1,072
+18
+2% +$659 0.01% 372
2023
Q3 		$38.6K Sell
1,054
-2
-0.2% -$74 0.01% 346
2023
Q2 		$37.3K Buy
1,056
+82
+8% +$3.04K 0.01% 395
2023
Q1 		$37.1K Sell
974
-18
-2% -$672 0.01% 406
2022
Q4 		$34.7K Buy
992
+60
+6% +$2K 0.01% 401
2022
Q3 		$27K Buy
932
+3
+0.3% +$89 0.01% 404
2022
Q2 		$26K Sell
929
-73
-7% -$2.24K 0.01% 416
2022
Q1 		$29K Sell
1,002
-147
-13% -$4.48K 0.01% 428
2021
Q4 		$31K Sell
1,149
-9
-0.8% -$250 0.01% 427
2021
Q3 		$32K Buy
1,158
+50
+5% +$1.25K 0.01% 402
2021
Q2 		$29K Buy
1,108
+6
+0.5% +$157 0.01% 437
2021
Q1 		$27K Buy
1,102
+5
+0.5% +$120 0.01% 456
2020
Q4 		$23K Buy
1,097
+7
+0.6% +$132 0.01% 460
2020
Q3 		$19K Sell
1,090
-712
-40% -$15.4K 0.01% 395
2020
Q2 		$42K Buy
+1,802
New +$43.3K 0.02% 219

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's BP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of BP (BP) in Q2 2025, closing a stake of 408 shares — an estimated $13.8K sold.

Carolinas Wealth Consulting first reported a position in BP in Q2 2020 and held it in 20 quarters. The position peaked at $42K in Q2 2020. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 408 BP shares in Q2 2025, an estimated $13.8K.
  • Carolinas Wealth Consulting first reported a position in BP in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's BP position peaked at $42K in Q2 2020.
  • 1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.