Costello Asset Management’s BP BP Stock Holding History

Costello Asset Management’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	-100	Closed	-$3.45K	–	695
2025 Q3	$3.45K	Hold	100	–	–	﹤0.01%	583
2025 Q2	$2.99K	Hold	100	–	–	﹤0.01%	607
2025 Q1	$3.38K	Buy	+100	New	+$3.26K	﹤0.01%	576
2021 Q3	–	Sell	-1,000	Closed	-$26K	–	225
2021 Q2	$26K	Hold	1,000	–	–	0.02%	135
2021 Q1	$24K	Hold	1,000	–	–	0.02%	144
2020 Q4	$21K	Hold	1,000	–	–	0.02%	148
2020 Q3	$17K	Sell	1,000 -900	-47%	-$19.5K	0.02%	134
2020 Q2	$44K	Buy	+1,900	New	+$45.6K	0.04%	93

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Costello Asset Management's BP Position: Q4 2025 in Review

Costello Asset Management sold out of BP (BP) in Q4 2025, closing a stake of 100 shares — an estimated $3.45K sold.

Costello Asset Management first reported a position in BP in Q2 2020 and held it in 8 quarters. The position peaked at $44K in Q2 2020. 1,147 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Costello Asset Management reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Costello Asset Management sold 100 BP shares in Q4 2025, an estimated $3.45K.
Costello Asset Management first reported a position in BP in Q2 2020 and held it in 8 quarters.
Costello Asset Management's BP position peaked at $44K in Q2 2020.
1,147 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.