Essential Planning’s BP BP Stock Holding History

Essential Planning’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 Q1	–	Sell	-32,500	Closed	-$977K	–	100
2024 Q4	$977K	Buy	+32,500	New	+$976K	0.01%	232

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Essential Planning's BP Position: Q1 2025 in Review

Essential Planning sold out of BP (BP) in Q1 2025, closing a stake of 32,500 shares — an estimated $977K sold.

Essential Planning first reported a position in BP in Q4 2024 and held it in 1 quarter. The position peaked at $977K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Essential Planning reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 32,500 BP shares in Q1 2025, an estimated $977K.
Essential Planning first reported a position in BP in Q4 2024 and held it in 1 quarter.
Essential Planning's BP position peaked at $977K in Q4 2024.
1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.