Centerpoint Advisors’s BP BP Stock Holding History

Centerpoint 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 Q4	–	Sell	-84	Closed	-$3K	–	407
2025 Q3	$3K	Buy	+84	New	+$2.81K	﹤0.01%	386
2025 Q1	–	Sell	-788	Closed	-$23K	–	392
2024 Q4	$23K	Hold	788	–	–	0.01%	239
2024 Q3	$25K	Hold	788	–	–	0.01%	233
2024 Q2	$28K	Hold	788	–	–	0.01%	220
2024 Q1	$30K	Hold	788	–	–	0.01%	204
2023 Q4	$28K	Hold	788	–	–	0.01%	194
2023 Q3	$31K	Buy	788 +250	+46%	+$9.28K	0.01%	181
2023 Q2	$19K	Hold	538	–	–	0.01%	256
2023 Q1	$20K	Hold	538	–	–	0.01%	258
2022 Q4	$19K	Hold	538	–	–	0.01%	210
2022 Q3	$15K	Sell	538 -20	-4%	-$595	0.01%	195
2022 Q2	$16K	Hold	558	–	–	0.01%	201
2022 Q1	$16K	Buy	558 +415	+290%	+$12.7K	0.01%	204
2021 Q4	$4K	Buy	+143	New	+$3.97K	﹤0.01%	284
2020 Q4	–	Sell	-116	Closed	-$2K	–	249
2020 Q3	$2K	Buy	116 +2	+2%	+$43	﹤0.01%	203
2020 Q2	$3K	Buy	114 +3	+3%	+$72	﹤0.01%	232
2020 Q1	$3K	Buy	+111	New	+$3.59K	﹤0.01%	205
2018 Q3	–	Sell	-670	Closed	-$29K	–	252
2018 Q2	$29K	Buy	+670	New	+$28.2K	0.02%	121

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

Centerpoint Advisors's BP Position: Q4 2025 in Review

Centerpoint Advisors sold out of BP (BP) in Q4 2025, closing a stake of 84 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in BP in Q2 2018 and held it in 18 quarters. The position peaked at $31K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Centerpoint Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 84 BP shares in Q4 2025, an estimated $3K.
Centerpoint Advisors first reported a position in BP in Q2 2018 and held it in 18 quarters.
Centerpoint Advisors's BP position peaked at $31K in Q3 2023.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.