FSC Wealth Advisors’s BP BP Stock Holding History

FSC Wealth Advisors’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	-2,700	Closed	-$91.2K	–	96
2025 Q1	$91.2K	Sell	2,700 -300	-10%	-$9.79K	0.06%	84
2024 Q4	$88.7K	Buy	+3,000	New	+$90.1K	0.06%	88

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

FSC Wealth Advisors's BP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of BP (BP) in Q2 2025, closing a stake of 2,700 shares — an estimated $91.2K sold.

FSC Wealth Advisors first reported a position in BP in Q4 2024 and held it in 2 quarters. The position peaked at $91.2K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

FSC Wealth Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 2,700 BP shares in Q2 2025, an estimated $91.2K.
FSC Wealth Advisors first reported a position in BP in Q4 2024 and held it in 2 quarters.
FSC Wealth Advisors's BP position peaked at $91.2K in Q1 2025.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.