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Future Financial Wealth Management’s BP BP Stock Holding History

Future Financial Wealth Management’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
-3,027
Closed -$104K – 156
2025
Q3 		$104K Buy
3,027
+32
+1% +$1.07K 0.07% 166
2025
Q2 		$89.6K Buy
2,995
+34
+1% +$997 0.06% 173
2025
Q1 		$100K Buy
2,961
+30
+1% +$979 0.07% 157
2024
Q4 		$86.6K Buy
2,931
+36
+1% +$1.08K 0.06% 169
2024
Q3 		$90.9K Buy
+2,895
New +$97.9K 0.06% 180
2024
Q2 		– Sell
-2,818
Closed -$106K – 155
2024
Q1 		$106K Buy
+2,818
New +$101K 0.08% 165
2023
Q3 		– Sell
-5,771
Closed -$204K – 104
2023
Q2 		$204K Buy
5,771
+22
+0.4% +$814 0.21% 104
2023
Q1 		$228K Buy
5,749
+19
+0.3% +$710 0.25% 93
2022
Q4 		$200K Buy
+5,730
New +$191K 0.23% 101
2022
Q2 		– Sell
-5,664
Closed -$167K – 168
2022
Q1 		$167K Buy
5,664
+20
+0.4% +$610 0.14% 139
2021
Q4 		$154K Buy
+5,644
New +$157K 0.12% 146

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Future Financial Wealth Management's BP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of BP (BP) in Q4 2025, closing a stake of 3,027 shares — an estimated $104K sold.

Future Financial Wealth Management first reported a position in BP in Q4 2021 and held it in 11 quarters. The position peaked at $228K in Q1 2023. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

  • Future Financial Wealth Management reported no remaining BP position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 3,027 BP shares in Q4 2025, an estimated $104K.
  • Future Financial Wealth Management first reported a position in BP in Q4 2021 and held it in 11 quarters.
  • Future Financial Wealth Management's BP position peaked at $228K in Q1 2023.
  • 1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.