Jefferies Financial Group’s BP BP Stock Holding History

Jefferies Financial Group’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
2026 Q1	–	Sell	-13,854	Closed	-$481K	–	1775
2025 Q4	$481K	Sell	13,854 -38,163	-73%	-$1.34M	﹤0.01%	1338
2025 Q3	$1.79M	Buy	+52,017	New	+$1.74M	0.02%	680
2025 Q2	–	Sell	-8,869	Closed	-$260K	–	1331
2025 Q1	$300K	Sell	8,869 -23,673	-73%	-$773K	0.01%	1239
2024 Q4	$962K	Buy	32,542 +387	+1%	+$11.6K	0.01%	897
2024 Q3	$1.01M	Buy	+32,155	New	+$1.09M	0.02%	786
2024 Q2	–	Sell	-199,645	Closed	-$7.52M	–	1446
2024 Q1	$7.52M	Buy	199,645 +196,144	+5,603%	+$7.03M	0.15%	209
2023 Q4	$124K	Sell	3,501 -6,500	-65%	-$238K	﹤0.01%	1523
2023 Q3	$387K	Buy	+10,001	New	+$371K	0.01%	1153
2023 Q2	–	Sell	-5,000	Closed	-$185K	–	1697
2023 Q1	$190K	Sell	5,000 -90,000	-95%	-$3.36M	﹤0.01%	1363
2022 Q4	$3.32M	Buy	+95,000	New	+$3.16M	0.06%	489

Other funds holding BP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return