DFA
BPT

DHJJ Financial Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

DHJJ Financial Advisors’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
Q3 		– Sell
-25
Closed -$13 – 1005
2025
Q2 		$13 Hold
25
– – ﹤0.01% 974
2025
Q1 		$14 Hold
25
– – ﹤0.01% 930
2024
Q4 		$14 Hold
25
– – ﹤0.01% 895
2024
Q3 		$27 Hold
25
– – ﹤0.01% 870
2024
Q2 		$62 Hold
25
– – ﹤0.01% 812
2024
Q1 		$61 Hold
25
– – ﹤0.01% 796
2023
Q4 		$62 Hold
25
– – ﹤0.01% 787
2023
Q3 		$178 Buy
+25
New +$159 ﹤0.01% 725

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

DHJJ Financial Advisors's BPT Position: Q3 2025 in Review

DHJJ Financial Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 25 shares — an estimated $13 sold.

DHJJ Financial Advisors first reported a position in BPT in Q3 2023 and held it in 8 quarters. The position peaked at $178 in Q3 2023. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • DHJJ Financial Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 25 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $13.
  • DHJJ Financial Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q3 2023 and held it in 8 quarters.
  • DHJJ Financial Advisors's BP Prudhoe Bay Royalty Trust position peaked at $178 in Q3 2023.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

Based on DHJJ Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.