FWM
BPT

FLP Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

FLP Wealth Management’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$163 – 100
2024
Q4 		$163 Buy
+300
New +$303 ﹤0.01% 450

Other funds holding BPT

ATPW
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FLP Wealth Management's BPT Position: Q1 2025 in Review

FLP Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2025, closing a stake of 300 shares — an estimated $163 sold.

FLP Wealth Management first reported a position in BPT in Q4 2024 and held it in 1 quarter. The position peaked at $163 in Q4 2024. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2025.

  • FLP Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 300 BP Prudhoe Bay Royalty Trust shares in Q1 2025, an estimated $163.
  • FLP Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $163 in Q4 2024.
  • 50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.