CAM
BPT

Creekmur Asset Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Creekmur Asset Management’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
Q2 		– Sell
-53
Closed -$29 – 856
2025
Q1 		$29 Hold
53
– – ﹤0.01% 713
2024
Q4 		$28 Hold
53
– – ﹤0.01% 871
2024
Q3 		$56 Hold
53
– – ﹤0.01% 935
2024
Q2 		$131 Hold
53
– – ﹤0.01% 935
2024
Q1 		$128 Hold
53
– – ﹤0.01% 792
2023
Q4 		$130 Buy
+53
New +$215 ﹤0.01% 768

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Creekmur Asset Management's BPT Position: Q2 2025 in Review

Creekmur Asset Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2025, closing a stake of 53 shares — an estimated $29 sold.

Creekmur Asset Management first reported a position in BPT in Q4 2023 and held it in 6 quarters. The position peaked at $131 in Q2 2024. 41 funds tracked by Wall St. Rank hold BPT as of Q2 2025.

  • Creekmur Asset Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 53 BP Prudhoe Bay Royalty Trust shares in Q2 2025, an estimated $29.
  • Creekmur Asset Management first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2023 and held it in 6 quarters.
  • Creekmur Asset Management's BP Prudhoe Bay Royalty Trust position peaked at $131 in Q2 2024.
  • 41 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.