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Integrity Wealth Advisors’s Trio Petroleum TPET Stock Holding History

Integrity Wealth Advisors’s Portfolio TPET Stock Details TPET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29,000
Closed -$35.1K – 69
2024
Q4 		$35.1K Buy
+29,000
New +$57.7K 0.03% 67

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Geode Capital Management
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XT
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Wealth Advisors's TPET Position: Q1 2025 in Review

Integrity Wealth Advisors sold out of Trio Petroleum (TPET) in Q1 2025, closing a stake of 29,000 shares — an estimated $35.1K sold.

Integrity Wealth Advisors first reported a position in TPET in Q4 2024 and held it in 1 quarter. The position peaked at $35.1K in Q4 2024. 11 funds tracked by Wall St. Rank hold TPET as of Q1 2025.

  • Integrity Wealth Advisors reported no remaining Trio Petroleum position as of Q1 2025 after selling out during the quarter.
  • Integrity Wealth Advisors sold 29,000 Trio Petroleum shares in Q1 2025, an estimated $35.1K.
  • Integrity Wealth Advisors first reported a position in Trio Petroleum in Q4 2024 and held it in 1 quarter.
  • Integrity Wealth Advisors's Trio Petroleum position peaked at $35.1K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Trio Petroleum as of Q1 2025.

Based on Integrity Wealth Advisors's 13F filing for Q1 2025, filed 2 Jun 2025.