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Financial Advocates Investment Management’s BP BP Stock Holding History

Financial Advocates Investment Management’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
-6,902
Closed -$233K – 645
2025
Q1 		$233K Sell
6,902
-1,744
-20% -$56.9K 0.02% 633
2024
Q4 		$256K Sell
8,646
-550
-6% -$16.5K 0.01% 641
2024
Q3 		$289K Buy
9,196
+1,971
+27% +$66.7K 0.02% 610
2024
Q2 		$261K Buy
7,225
+400
+6% +$15K 0.02% 611
2024
Q1 		$257K Buy
+6,825
New +$245K 0.01% 650
2021
Q4 		– Sell
-29,649
Closed -$811K – 770
2021
Q3 		$811K Buy
29,649
+757
+3% +$19K 0.05% 360
2021
Q2 		$763K Sell
28,892
-36,568
-56% -$959K 0.05% 378
2021
Q1 		$1.59M Sell
65,460
-541
-0.8% -$13K 0.11% 221
2020
Q4 		$1.35M Sell
66,001
-3,172
-5% -$59.8K 0.09% 243
2020
Q3 		$1.21M Buy
69,173
+26,810
+63% +$580K 0.1% 211
2020
Q2 		$988K Buy
42,363
+4,870
+13% +$117K 0.09% 250
2020
Q1 		$914K Buy
37,493
+3,432
+10% +$111K 0.13% 191
2019
Q4 		$1.28M Sell
34,061
-1,305
-4% -$49.6K 0.14% 177
2019
Q3 		$1.34M Buy
35,366
+464
+1% +$17.7K 0.15% 151
2019
Q2 		$1.43M Sell
34,902
-518
-1% -$21.7K 0.17% 144
2019
Q1 		$1.52M Sell
35,420
-867
-2% -$35.5K 0.19% 128
2018
Q4 		$1.33M Sell
36,287
-1,522
-4% -$60.8K 0.18% 135
2018
Q3 		$1.66M Sell
37,809
-1,675
-4% -$70K 0.19% 129
2018
Q2 		$1.68M Sell
39,484
-1,822
-4% -$76.6K 0.2% 117
2018
Q1 		$1.56M Buy
41,306
+21,986
+114% +$828K 0.2% 116
2017
Q4 		$743K Buy
+19,320
New +$700K 0.1% 203

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's BP Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of BP (BP) in Q2 2025, closing a stake of 6,902 shares — an estimated $233K sold.

Financial Advocates Investment Management first reported a position in BP in Q4 2017 and held it in 21 quarters. The position peaked at $1.68M in Q2 2018. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,902 BP shares in Q2 2025, an estimated $233K.
  • Financial Advocates Investment Management first reported a position in BP in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's BP position peaked at $1.68M in Q2 2018.
  • 1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.