Heck Capital Advisors’s BP BP Stock Holding History

Heck Capital 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
2019 Q3	–	Sell	-2	Closed	-$95	–	103
2019 Q2	$95	Sell	2 -2	-50%	-$84	﹤0.01%	100
2019 Q1	$197	Buy	+4	New	+$164	﹤0.01%	95

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heck Capital Advisors's BP Position: Q3 2019 in Review

Heck Capital Advisors sold out of BP (BP) in Q3 2019, closing a stake of 2 shares — an estimated $95 sold.

Heck Capital Advisors first reported a position in BP in Q1 2019 and held it in 2 quarters. The position peaked at $197 in Q1 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

Heck Capital Advisors reported no remaining BP position as of Q3 2019 after selling out during the quarter.
Heck Capital Advisors sold 2 BP shares in Q3 2019, an estimated $95.
Heck Capital Advisors first reported a position in BP in Q1 2019 and held it in 2 quarters.
Heck Capital Advisors's BP position peaked at $197 in Q1 2019.
1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Heck Capital Advisors's 13F filing for Q3 2019, filed 19 May 2025.