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
2025 Q1	–	Sell	-1,300	Closed	-$38.4K	–	312
2024 Q4	$38.4K	Buy	+1,300	New	+$39.1K	﹤0.01%	403
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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Heck Capital Advisors's BP Position: Q1 2025 in Review

Heck Capital Advisors sold out of BP (BP) in Q1 2025, closing a stake of 1,300 shares — an estimated $38.4K sold.

Heck Capital Advisors first reported a position in BP in Q1 2019 and held it in 3 quarters. The position peaked at $38.4K in Q4 2024. 1,131 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Heck Capital Advisors reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,300 BP shares in Q1 2025, an estimated $38.4K.
Heck Capital Advisors first reported a position in BP in Q1 2019 and held it in 3 quarters.
Heck Capital Advisors's BP position peaked at $38.4K in Q4 2024.
1,131 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.