Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
59,427
+20,644
+53% +$605K 0.02% 577
2025
Q1
$1.31M Buy
38,783
+9,935
+34% +$324K 0.02% 567
2024
Q4
$853K Sell
28,848
-6,359
-18% -$191K 0.01% 544
2024
Q3
$1.11M Buy
35,207
+20,727
+143% +$701K 0.01% 503
2024
Q2
$523K Buy
+14,480
New +$543K 0.01% 530
2024
Q1
– Sell
-6,920
Closed -$245K – 585
2023
Q4
$245K Buy
+6,920
New +$253K ﹤0.01% 562

Other funds holding BP

Congress Wealth Management's BP Position: Q2 2025 in Review

Congress Wealth Management increased its BP (BP) stake by 53% in Q2 2025, buying an estimated $605K and bringing the position to 59,427 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #577.

Congress Wealth Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Congress Wealth Management held 59,427 shares of BP worth $1.78M as of Q2 2025.
  • Congress Wealth Management bought 20,644 BP shares in Q2 2025, an estimated $605K.
  • BP made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #577 holding.
  • Congress Wealth Management first reported a position in BP in Q4 2023 and has held it in 6 quarters since.
  • 1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.