FSM Wealth Advisors’s BP BP Stock Holding History

FSM 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	-7,350	Closed	-$248K	–	289
2025 Q1	$248K	Buy	7,350 +716	+11%	+$23.4K	0.06%	177
2024 Q4	$211K	Buy	+6,634	New	+$199K	0.05%	185
2024 Q3	–	Sell	-6,134	Closed	-$221K	–	191
2024 Q2	$221K	Buy	+6,134	New	+$230K	0.07%	146

Other funds holding BP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

FSM Wealth Advisors sold out of BP (BP) in Q2 2025, closing a stake of 7,350 shares — an estimated $248K sold.

FSM Wealth Advisors first reported a position in BP in Q2 2024 and held it in 3 quarters. The position peaked at $248K in Q1 2025. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

FSM Wealth Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
FSM Wealth Advisors sold 7,350 BP shares in Q2 2025, an estimated $248K.
FSM Wealth Advisors first reported a position in BP in Q2 2024 and held it in 3 quarters.
FSM Wealth Advisors's BP position peaked at $248K in Q1 2025.
1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on FSM Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.