Coppell Advisory Solutions’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-36	Closed	-$20	–	519
2024 Q4	$20	Hold	36	–	–	﹤0.01%	1959
2024 Q3	$41	Hold	36	–	–	﹤0.01%	1840
2024 Q2	$89	Buy	+36	New	+$87	﹤0.01%	1721
2023 Q4	$89	Sell	36 -41	-53%	-$167	﹤0.01%	1653
2023 Q3	$899	Buy	77 +41	+114%	+$260	﹤0.01%	947
2023 Q2	$173	Buy	+36	New	+$216	﹤0.01%	1338
2023 Q1	–	Sell	-77	Closed	-$899	–	305
2022 Q4	$899	Buy	+77	New	+$1K	﹤0.01%	948

Other funds holding BPT

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's BPT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2025, closing a stake of 36 shares — an estimated $20 sold.

Coppell Advisory Solutions first reported a position in BPT in Q4 2022 and held it in 7 quarters. The position peaked at $899 in Q3 2023. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2025.

Coppell Advisory Solutions reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 36 BP Prudhoe Bay Royalty Trust shares in Q1 2025, an estimated $20.
Coppell Advisory Solutions first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's BP Prudhoe Bay Royalty Trust position peaked at $899 in Q3 2023.
50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.