KCM Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,001
| Closed | -$203K | – | 380 |
|
|
2025
Q1 | $203K | Buy |
+6,001
| New | +$203K | 0.01% | 354 |
|
|
2023
Q3 | – | Sell |
-7,181
| Closed | -$253K | – | 368 |
|
|
2023
Q2 | $253K | Hold |
7,181
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $272K | Sell |
7,181
-178
| -2% | -$6.75K | 0.01% | 359 |
|
|
2022
Q4 | $257K | Hold |
7,359
| – | – | 0.01% | 354 |
|
|
2022
Q3 | $210K | Hold |
7,359
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $209K | Sell |
7,359
-954
| -11% | -$27.1K | 0.01% | 373 |
|
|
2022
Q1 | $244K | Buy |
8,313
+155
| +2% | +$4.55K | 0.01% | 377 |
|
|
2021
Q4 | $217K | Sell |
8,158
-224
| -3% | -$5.96K | 0.01% | 393 |
|
|
2021
Q3 | $229K | Buy |
+8,382
| New | +$229K | 0.01% | 363 |
|
|
2018
Q4 | – | Sell |
-6,222
| Closed | -$274K | – | 483 |
|
|
2018
Q3 | $274K | Buy |
+6,222
| New | +$274K | 0.02% | 450 |
|
|
2014
Q1 | – | Sell |
-10,752
| Closed | -$428K | – | 455 |
|
|
2013
Q4 | $428K | Buy |
+10,752
| New | +$428K | 0.05% | 305 |
|