Creative Planning’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Creative Planning’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	-272,396	Closed	-$144K	–	3500
2024 Q4	$144K	Buy	272,396 +2,353	+0.9%	+$2.37K	﹤0.01%	3074
2024 Q3	$284K	Hold	270,043	–	–	﹤0.01%	2561
2024 Q2	$670K	Hold	270,043	–	–	﹤0.01%	1713
2024 Q1	$654K	Buy	270,043 +50	+0%	+$125	﹤0.01%	1651
2023 Q4	$664K	Sell	269,993 -500	-0.2%	-$2.03K	﹤0.01%	1503
2023 Q3	$1.92M	Buy	270,493 +300	+0.1%	+$1.9K	﹤0.01%	863
2023 Q2	$1.23M	Sell	270,193 -450	-0.2%	-$2.7K	﹤0.01%	1028
2023 Q1	$2.05M	Hold	270,643	–	–	﹤0.01%	766
2022 Q4	$3.15M	Sell	270,643 -75	-0%	-$978	﹤0.01%	598
2022 Q3	$3.22M	Buy	270,718 +2,218	+0.8%	+$35.9K	0.01%	548
2022 Q2	$5.48M	Buy	268,500 +268,450	+536,900%	+$4.81M	0.01%	430
2022 Q1	$1K	Buy	+50	New	+$480	﹤0.01%	2318
2018 Q4	–	Sell	-8,320	Closed	-$287K	–	1964
2018 Q3	$287K	Sell	8,320 -2,678	-24%	-$80.3K	﹤0.01%	1430
2018 Q2	$329K	Sell	10,998 -6,474	-37%	-$167K	﹤0.01%	1319
2018 Q1	$418K	Buy	17,472 +407	+2%	+$8.91K	﹤0.01%	1169
2017 Q4	$343K	Sell	17,065 -379	-2%	-$7.68K	﹤0.01%	1283
2017 Q3	$392K	Buy	17,444 +819	+5%	+$16.7K	﹤0.01%	1165
2017 Q2	$359K	Sell	16,625 -552	-3%	-$11.2K	﹤0.01%	1185
2017 Q1	$345K	Buy	17,177 +4,537	+36%	+$113K	﹤0.01%	1182
2016 Q4	$300K	Sell	12,640 -9,119	-42%	-$201K	﹤0.01%	1184
2016 Q3	$406K	Buy	21,759 +1,953	+10%	+$33.5K	﹤0.01%	1006
2016 Q2	$366K	Buy	19,806 +862	+5%	+$12.8K	﹤0.01%	931
2016 Q1	$267K	Sell	18,944 -132	-0.7%	-$3.08K	﹤0.01%	1070
2015 Q4	$476K	Buy	19,076 +2,971	+18%	+$105K	﹤0.01%	786
2015 Q3	$662K	Sell	16,105 -2,882	-15%	-$141K	0.01%	628
2015 Q2	$1.17M	Sell	18,987 -3,729	-16%	-$247K	0.01%	423
2015 Q1	$1.32M	Buy	22,716 +7,795	+52%	+$543K	0.01%	380
2014 Q4	$1.01M	Buy	14,921 +4,805	+47%	+$382K	0.01%	448
2014 Q3	$953K	Buy	10,116 +3,503	+53%	+$327K	0.01%	417
2014 Q2	$654K	Buy	6,613 +2,280	+53%	+$207K	0.01%	541
2014 Q1	$366K	Sell	4,333 -1,584	-27%	-$127K	0.01%	750
2013 Q4	$471K	Buy	5,917 +3,023	+104%	+$243K	0.01%	532
2013 Q3	$251K	Sell	2,894 -20	-0.7%	-$1.76K	0.01%	673
2013 Q2	$281K	Buy	+2,914	New	+$250K	0.01%	571

Other funds holding BPT

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's BPT Position: Q1 2025 in Review

Creative Planning sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2025, closing a stake of 272,396 shares — an estimated $144K sold.

Creative Planning first reported a position in BPT in Q2 2013 and held it in 34 quarters. The position peaked at $5.48M in Q2 2022. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2025.

Creative Planning reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 272,396 BP Prudhoe Bay Royalty Trust shares in Q1 2025, an estimated $144K.
Creative Planning first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2013 and held it in 34 quarters.
Creative Planning's BP Prudhoe Bay Royalty Trust position peaked at $5.48M in Q2 2022.
50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.