Guardian Wealth Management (Illinois)’s BP BP Stock Holding History

Guardian Wealth Management (Illinois)’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	-1,133	Closed	-$38.3K	–	80
2025 Q1	$38.3K	Buy	1,133 +1	+0.1%	+$33	0.03%	115
2024 Q4	$33.5K	Buy	1,132 +1	+0.1%	+$30	0.02%	130
2024 Q3	$35.5K	Buy	1,131 +1	+0.1%	+$34	0.03%	123
2024 Q2	$40.8K	Buy	1,130 +1	+0.1%	+$37	0.03%	116
2024 Q1	$42.5K	Hold	1,129	–	–	0.03%	112
2023 Q4	$40K	Buy	1,129 +962	+576%	+$35.2K	0.03%	113
2023 Q3	$6.46K	Buy	167 +59	+55%	+$2.19K	0.01%	176
2023 Q2	$3.81K	Hold	108	–	–	﹤0.01%	189
2023 Q1	$4.09K	Hold	108	–	–	﹤0.01%	195
2022 Q4	$3.77K	Sell	108 -56	-34%	-$1.86K	﹤0.01%	204
2022 Q3	$5K	Hold	164	–	–	0.01%	185
2022 Q2	$5K	Buy	164 +56	+52%	+$1.72K	0.01%	180
2022 Q1	$3K	Hold	108	–	–	﹤0.01%	200
2021 Q4	$3K	Buy	+108	New	+$3K	﹤0.01%	197

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

Guardian Wealth Management (Illinois)'s BP Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of BP (BP) in Q2 2025, closing a stake of 1,133 shares — an estimated $38.3K sold.

Guardian Wealth Management (Illinois) first reported a position in BP in Q4 2021 and held it in 14 quarters. The position peaked at $42.5K in Q1 2024. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 1,133 BP shares in Q2 2025, an estimated $38.3K.
Guardian Wealth Management (Illinois) first reported a position in BP in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s BP position peaked at $42.5K in Q1 2024.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.