Iconiq Capital’s BP BP Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-8,003	Closed	-$240K	–	140
2025 Q2	$240K	Sell	8,003 -13,838	-63%	-$406K	﹤0.01%	346
2025 Q1	$738K	Buy	21,841 +6,084	+39%	+$199K	0.01%	119
2024 Q4	$466K	Buy	+15,757	New	+$473K	0.01%	165
2015 Q4	–	Sell	-10,960	Closed	-$282K	–	44
2015 Q3	$282K	Hold	10,960	–	–	0.06%	37
2015 Q2	$369K	Sell	10,960 -155	-1%	-$5.43K	0.07%	33
2015 Q1	$361K	Buy	11,115 +1,449	+15%	+$47.4K	0.07%	32
2014 Q4	$306K	Buy	+9,666	New	+$325K	0.06%	31

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Iconiq Capital's BP Position: Q3 2025 in Review

Iconiq Capital sold out of BP (BP) in Q3 2025, closing a stake of 8,003 shares — an estimated $240K sold.

Iconiq Capital first reported a position in BP in Q4 2014 and held it in 7 quarters. The position peaked at $738K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

Iconiq Capital reported no remaining BP position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 8,003 BP shares in Q3 2025, an estimated $240K.
Iconiq Capital first reported a position in BP in Q4 2014 and held it in 7 quarters.
Iconiq Capital's BP position peaked at $738K in Q1 2025.
1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.