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GoalVest Advisory’s BP BP Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-100
Closed -$2.96K – 508
2024
Q4 		$2.96K Sell
100
-445
-82% -$13.4K ﹤0.01% 332
2024
Q3 		$17.1K Hold
545
– – ﹤0.01% 277
2024
Q2 		$19.7K Sell
545
-989
-64% -$37.1K 0.01% 239
2024
Q1 		$57.8K Hold
1,534
– – 0.02% 181
2023
Q4 		$54.3K Sell
1,534
-503
-25% -$18.4K 0.02% 132
2023
Q3 		$78.9K Buy
2,037
+18
+0.9% +$668 0.04% 119
2023
Q2 		$71.3K Buy
2,019
+485
+32% +$17.9K 0.04% 119
2023
Q1 		$58.2K Hold
1,534
– – 0.03% 108
2022
Q4 		$53.6K Hold
1,534
– – 0.03% 107
2022
Q3 		$44K Sell
1,534
-104
-6% -$3.1K 0.03% 119
2022
Q2 		$44K Buy
1,638
+1,093
+201% +$33.5K 0.03% 171
2022
Q1 		$16K Buy
+545
New +$16.6K 0.01% 207
2021
Q2 		$74K Buy
2,784
+5
+0.2% +$131 0.05% 136
2021
Q1 		$68K Buy
2,779
+5
+0.2% +$120 0.05% 115
2020
Q4 		$57K Buy
+2,774
New +$52.3K 0.05% 113

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GoalVest Advisory's BP Position: Q1 2025 in Review

GoalVest Advisory sold out of BP (BP) in Q1 2025, closing a stake of 100 shares — an estimated $2.96K sold.

GoalVest Advisory first reported a position in BP in Q4 2020 and held it in 15 quarters. The position peaked at $78.9K in Q3 2023. 1,131 funds tracked by Wall St. Rank hold BP as of Q1 2025.

  • GoalVest Advisory reported no remaining BP position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 100 BP shares in Q1 2025, an estimated $2.96K.
  • GoalVest Advisory first reported a position in BP in Q4 2020 and held it in 15 quarters.
  • GoalVest Advisory's BP position peaked at $78.9K in Q3 2023.
  • 1,131 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.