EWA
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Encompass Wealth Advisors’s BP BP Stock Holding History

Encompass Wealth Advisors’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
-7,258
Closed -$250K – 103
2025
Q3 		$250K Buy
7,258
+21
+0.3% +$703 0.09% 94
2025
Q2 		$217K Buy
7,237
+23
+0.3% +$675 0.08% 98
2025
Q1 		$244K Buy
7,214
+19
+0.3% +$620 0.1% 89
2024
Q4 		$213K Sell
7,195
-9
-0.1% -$270 0.09% 96
2024
Q3 		$226K Buy
7,204
+19
+0.3% +$643 0.06% 218
2024
Q2 		$259K Buy
7,185
+16
+0.2% +$600 0.07% 198
2024
Q1 		$270K Sell
7,169
-117
-2% -$4.2K 0.07% 205
2023
Q4 		$258K Sell
7,286
-2,071
-22% -$75.8K 0.08% 181
2023
Q3 		$362K Sell
9,357
-1,631
-15% -$60.5K 0.12% 143
2023
Q2 		$388K Buy
10,988
+1,313
+14% +$48.6K 0.13% 142
2023
Q1 		$367K Sell
9,675
-1,584
-14% -$59.2K 0.12% 142
2022
Q4 		$393K Buy
11,259
+8
+0.1% +$266 0.14% 125
2022
Q3 		$321K Buy
11,251
+21
+0.2% +$625 0.12% 144
2022
Q2 		$318K Sell
11,230
-482
-4% -$14.8K 0.11% 148
2022
Q1 		$344K Buy
11,712
+18
+0.2% +$549 0.09% 159
2021
Q4 		$311K Buy
11,694
+120
+1% +$3.33K 0.08% 181
2021
Q3 		$316K Buy
11,574
+19
+0.2% +$476 0.08% 173
2021
Q2 		$305K Buy
11,555
+218
+2% +$5.72K 0.08% 181
2021
Q1 		$293K Buy
11,337
+768
+7% +$18.5K 0.07% 185
2020
Q4 		$217K Buy
+10,569
New +$199K 0.13% 103

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Encompass Wealth Advisors's BP Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of BP (BP) in Q4 2025, closing a stake of 7,258 shares — an estimated $250K sold.

Encompass Wealth Advisors first reported a position in BP in Q4 2020 and held it in 20 quarters. The position peaked at $393K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

  • Encompass Wealth Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
  • Encompass Wealth Advisors sold 7,258 BP shares in Q4 2025, an estimated $250K.
  • Encompass Wealth Advisors first reported a position in BP in Q4 2020 and held it in 20 quarters.
  • Encompass Wealth Advisors's BP position peaked at $393K in Q4 2022.
  • 1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.