Ethos Financial Group’s BP BP Stock Holding History

Ethos Financial Group’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 Q2	–	Sell	-6,242	Closed	-$211K	–	481
2025 Q1	$211K	Buy	+6,242	New	+$204K	0.02%	376
2023 Q3	–	Sell	-5,453	Closed	-$207K	–	185
2023 Q2	$207K	Hold	5,453	–	–	0.07%	136
2023 Q1	$207K	Buy	+5,453	New	+$204K	0.06%	166

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ethos Financial Group's BP Position: Q2 2025 in Review

Ethos Financial Group sold out of BP (BP) in Q2 2025, closing a stake of 6,242 shares — an estimated $211K sold.

Ethos Financial Group first reported a position in BP in Q1 2023 and held it in 3 quarters. The position peaked at $211K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Ethos Financial Group reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Ethos Financial Group sold 6,242 BP shares in Q2 2025, an estimated $211K.
Ethos Financial Group first reported a position in BP in Q1 2023 and held it in 3 quarters.
Ethos Financial Group's BP position peaked at $211K in Q1 2025.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.