CIBC Private Wealth Group
BPT

CIBC Private Wealth Group’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-100
Closed -$54 – 3106
2025
Q1 		$54 Sell
100
-999
-91% -$566 ﹤0.01% 3012
2024
Q4 		$607 Buy
1,099
+999
+999% +$1.01K ﹤0.01% 2836
2024
Q3 		$108 Hold
100
– – ﹤0.01% 3051
2024
Q2 		$230 Buy
+100
New +$241 ﹤0.01% 3048
2018
Q3 		– Sell
-1,150
Closed -$34K – 1057
2018
Q2 		$34K Hold
1,150
– – ﹤0.01% 1259
2018
Q1 		$27K Hold
1,150
– – ﹤0.01% 1303
2017
Q4 		$23K Buy
+1,150
New +$23.3K ﹤0.01% 1375

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

CIBC Private Wealth Group's BPT Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2025, closing a stake of 100 shares — an estimated $54 sold.

CIBC Private Wealth Group first reported a position in BPT in Q4 2017 and held it in 7 quarters. The position peaked at $34K in Q2 2018. 41 funds tracked by Wall St. Rank hold BPT as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 100 BP Prudhoe Bay Royalty Trust shares in Q2 2025, an estimated $54.
  • CIBC Private Wealth Group first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2017 and held it in 7 quarters.
  • CIBC Private Wealth Group's BP Prudhoe Bay Royalty Trust position peaked at $34K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.