Heartwood Wealth Advisors’s BP BP Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-760	Closed	-$26.2K	–	255
2025 Q3	$26.2K	Buy	+760	New	+$25.5K	﹤0.01%	346

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's BP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of BP (BP) in Q4 2025, closing a stake of 760 shares — an estimated $26.2K sold.

Heartwood Wealth Advisors first reported a position in BP in Q3 2025 and held it in 1 quarter. The position peaked at $26.2K in Q3 2025. 1,150 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Heartwood Wealth Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 760 BP shares in Q4 2025, an estimated $26.2K.
Heartwood Wealth Advisors first reported a position in BP in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's BP position peaked at $26.2K in Q3 2025.
1,150 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.