Glass Jacobson Investment Advisors’s BP BP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,466
Closed -$221K 598
2025
Q1
$221K Hold
7,466
0.07% 226
2024
Q4
$221K Sell
7,466
-912
-11% -$27.4K 0.07% 226
2024
Q3
$263K Sell
8,378
-427
-5% -$14.4K 0.09% 201
2024
Q2
$318K Sell
8,805
-200
-2% -$7.49K 0.12% 179
2024
Q1
$339K Sell
9,005
-400
-4% -$14.3K 0.13% 166
2023
Q4
$333K Buy
9,405
+56
+0.6% +$2.05K 0.14% 160
2023
Q3
$362K Sell
9,349
-510
-5% -$18.9K 0.17% 145
2023
Q2
$348K Buy
+9,859
New +$365K 0.16% 151
2022
Q4
$418K Buy
+11,963
New +$398K 0.21% 132

Other funds holding BP

Glass Jacobson Investment Advisors's BP Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of BP (BP) in Q2 2025, closing a stake of 7,466 shares — an estimated $221K sold.

Glass Jacobson Investment Advisors first reported a position in BP in Q4 2022 and held it in 9 quarters. The position peaked at $418K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 7,466 BP shares in Q2 2025, an estimated $221K.
  • Glass Jacobson Investment Advisors first reported a position in BP in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's BP position peaked at $418K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.