GWN Securities’s BP BP Stock Holding History

GWN Securities’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	-42,206	Closed	-$1.28M	–	438
2025 Q1	$1.28M	Buy	42,206 +11,345	+37%	+$370K	0.07%	256
2024 Q4	$971K	Buy	+30,861	New	+$927K	0.26%	90

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

GWN Securities's BP Position: Q2 2025 in Review

GWN Securities sold out of BP (BP) in Q2 2025, closing a stake of 42,206 shares — an estimated $1.28M sold.

GWN Securities first reported a position in BP in Q4 2024 and held it in 2 quarters. The position peaked at $1.28M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

GWN Securities reported no remaining BP position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 42,206 BP shares in Q2 2025, an estimated $1.28M.
GWN Securities first reported a position in BP in Q4 2024 and held it in 2 quarters.
GWN Securities's BP position peaked at $1.28M in Q1 2025.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.