Financial Gravity Companies’s BP BP Stock Holding History

Financial Gravity Companies’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	$148K	Buy	+4,937	New	+$145K	0.03%	185
2024 Q4	$146K	Buy	+4,937	New	+$148K	0.03%	164
2018 Q4	$43K	Buy	+1,067	New	+$42.6K	0.04%	377
2018 Q1	$4K	Sell	97 -54	-36%	-$2.03K	﹤0.01%	766
2017 Q4	$6K	Buy	+151	New	+$5.47K	0.01%	660

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

Financial Gravity Companies's BP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in BP (BP) in Q2 2025: 4,937 shares worth $148K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BP as recently as Q4 2024.

Financial Gravity Companies first reported a position in BP in Q4 2017 and has held it in 5 quarters since. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Financial Gravity Companies held 4,937 shares of BP worth $148K as of Q2 2025.
BP was a new Financial Gravity Companies position in Q2 2025.
BP made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #185 holding.
Financial Gravity Companies first reported a position in BP in Q4 2017 and has held it in 5 quarters since.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.