CIBC Private Wealth Group’s Trio Petroleum TPET Stock Holding History

CIBC Private Wealth Group’s Portfolio TPET Stock Details TPET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$67	–	3309
2025 Q1	$67	Buy	+50	New	+$78	﹤0.01%	3006
2024 Q4	–	Sell	-50	Closed	-$183	–	3188
2024 Q3	$183	Hold	50	–	–	﹤0.01%	3027
2024 Q2	$292	Buy	+50	New	+$298	﹤0.01%	3025

Other funds holding TPET

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Trio Petroleum (TPET) in Q2 2025, closing a stake of 50 shares — an estimated $67 sold.

CIBC Private Wealth Group first reported a position in TPET in Q2 2024 and held it in 3 quarters. The position peaked at $292 in Q2 2024. 7 funds tracked by Wall St. Rank hold TPET as of Q2 2025.

CIBC Private Wealth Group reported no remaining Trio Petroleum position as of Q2 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 50 Trio Petroleum shares in Q2 2025, an estimated $67.
CIBC Private Wealth Group first reported a position in Trio Petroleum in Q2 2024 and held it in 3 quarters.
CIBC Private Wealth Group's Trio Petroleum position peaked at $292 in Q2 2024.
7 funds tracked by Wall St. Rank held Trio Petroleum as of Q2 2025.

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