Financial Strategies Group’s BP BP Stock Holding History

Financial Strategies 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 Q4	–	Sell	-9,000	Closed	-$314K	–	95
2025 Q3	$314K	Hold	9,000	–	–	0.06%	82
2025 Q2	$294K	Hold	9,000	–	–	0.06%	86
2025 Q1	$245K	Hold	9,000	–	–	0.06%	90
2024 Q4	$282K	Hold	9,000	–	–	0.07%	88
2024 Q3	$288K	Hold	9,000	–	–	0.07%	88
2024 Q2	$313K	Hold	9,000	–	–	0.08%	71
2024 Q1	$354K	Hold	9,000	–	–	0.1%	58
2023 Q4	$311K	Hold	9,000	–	–	0.09%	64
2023 Q3	$367K	Hold	9,000	–	–	0.12%	56
2023 Q2	$318K	Hold	9,000	–	–	0.1%	64
2023 Q1	$341K	Hold	9,000	–	–	0.13%	62
2022 Q4	$314K	Hold	9,000	–	–	0.13%	64
2022 Q3	$257K	Hold	9,000	–	–	0.12%	72
2022 Q2	$255K	Sell	9,000 -397	-4%	-$12.2K	0.11%	74
2022 Q1	$276K	Sell	9,397 -1,586	-14%	-$48.4K	0.11%	77
2021 Q4	$292K	Hold	10,983	–	–	0.12%	66
2021 Q3	$300K	Hold	10,983	–	–	0.13%	63
2021 Q2	$290K	Hold	10,983	–	–	0.13%	63
2021 Q1	$267K	Hold	10,983	–	–	0.14%	59
2020 Q4	$225K	Hold	10,983	–	–	0.13%	60
2020 Q3	$192K	Hold	10,983	–	–	0.13%	57
2020 Q2	$256K	Hold	10,983	–	–	0.19%	39
2020 Q1	$268K	Sell	10,983 -173	-2%	-$5.59K	0.24%	33
2019 Q4	$421K	Buy	+11,156	New	+$424K	0.34%	26

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Strategies Group's BP Position: Q4 2025 in Review

Financial Strategies Group sold out of BP (BP) in Q4 2025, closing a stake of 9,000 shares — an estimated $314K sold.

Financial Strategies Group first reported a position in BP in Q4 2019 and held it in 24 quarters. The position peaked at $421K in Q4 2019. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Financial Strategies Group reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Financial Strategies Group sold 9,000 BP shares in Q4 2025, an estimated $314K.
Financial Strategies Group first reported a position in BP in Q4 2019 and held it in 24 quarters.
Financial Strategies Group's BP position peaked at $421K in Q4 2019.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Financial Strategies Group's 13F filing for Q4 2025, filed 5 Feb 2026.