Hendershot Investments’s BP BP Stock Holding History

Hendershot Investments’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	-5,513	Closed	-$186K	–	131
2025 Q1	$186K	Sell	5,513 -1,750	-24%	-$57.1K	0.03%	122
2024 Q4	$215K	Hold	7,263	–	–	0.03%	118
2024 Q3	$228K	Sell	7,263 -725	-9%	-$24.5K	0.03%	116
2024 Q2	$288K	Sell	7,988 -800	-9%	-$30K	0.04%	104
2024 Q1	$331K	Sell	8,788 -400	-4%	-$14.3K	0.05%	95
2023 Q4	$325K	Sell	9,188 -125	-1%	-$4.58K	0.05%	98
2023 Q3	$361K	Hold	9,313	–	–	0.06%	94
2023 Q2	$329K	Hold	9,313	–	–	0.05%	102
2023 Q1	$353K	Hold	9,313	–	–	0.06%	103
2022 Q4	$325K	Hold	9,313	–	–	0.05%	111
2022 Q3	$266K	Sell	9,313 -74	-0.8%	-$2.2K	0.05%	116
2022 Q2	$266K	Sell	9,387 -677	-7%	-$20.7K	0.05%	117
2022 Q1	$296K	Hold	10,064	–	–	0.05%	120
2021 Q4	$268K	Buy	+10,064	New	+$279K	0.04%	126

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

Hendershot Investments's BP Position: Q2 2025 in Review

Hendershot Investments sold out of BP (BP) in Q2 2025, closing a stake of 5,513 shares — an estimated $186K sold.

Hendershot Investments first reported a position in BP in Q4 2021 and held it in 14 quarters. The position peaked at $361K in Q3 2023. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Hendershot Investments reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Hendershot Investments sold 5,513 BP shares in Q2 2025, an estimated $186K.
Hendershot Investments first reported a position in BP in Q4 2021 and held it in 14 quarters.
Hendershot Investments's BP position peaked at $361K in Q3 2023.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Hendershot Investments's 13F filing for Q2 2025, filed 13 Aug 2025.