Graybill Wealth Management’s BP BP Stock Holding History

Graybill 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 Q2	–	Sell	-636	Closed	-$21.5K	–	89
2025 Q1	$21.5K	Buy	+636	New	+$20.8K	0.01%	120

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

Graybill Wealth Management's BP Position: Q2 2025 in Review

Graybill Wealth Management sold out of BP (BP) in Q2 2025, closing a stake of 636 shares — an estimated $21.5K sold.

Graybill Wealth Management first reported a position in BP in Q1 2025 and held it in 1 quarter. The position peaked at $21.5K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Graybill Wealth Management reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Graybill Wealth Management sold 636 BP shares in Q2 2025, an estimated $21.5K.
Graybill Wealth Management first reported a position in BP in Q1 2025 and held it in 1 quarter.
Graybill Wealth Management's BP position peaked at $21.5K in Q1 2025.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

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