Kelly Lawrence W & Associates’s BP BP Stock Holding History

Kelly Lawrence W & Associates’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 Q1	–	Sell	-971	Closed	-$28.7K	–	166
2024 Q4	$28.7K	Hold	971	–	–	0.01%	132
2024 Q3	$30.5K	Sell	971 -260	-21%	-$8.8K	0.01%	131
2024 Q2	$44.4K	Hold	1,231	–	–	0.01%	126
2024 Q1	$46.4K	Hold	1,231	–	–	0.01%	117
2023 Q4	$43.6K	Hold	1,231	–	–	0.01%	116
2023 Q3	$47.7K	Hold	1,231	–	–	0.01%	110
2023 Q2	$43.2K	Sell	1,231 -1,214	-50%	-$44.9K	0.01%	106
2023 Q1	$92.8K	Hold	2,445	–	–	0.03%	92
2022 Q4	$85.4K	Hold	2,445	–	–	0.02%	91
2022 Q3	$70K	Sell	2,445 -2,201	-47%	-$65.5K	0.02%	105
2022 Q2	$131K	Hold	4,646	–	–	0.04%	92
2022 Q1	$137K	Hold	4,646	–	–	0.03%	86
2021 Q4	$123K	Sell	4,646 -1,200	-21%	-$33.3K	0.02%	92
2021 Q3	$160K	Hold	5,846	–	–	0.03%	81
2021 Q2	$155K	Hold	5,846	–	–	0.03%	83
2021 Q1	$143K	Buy	+5,846	New	+$141K	0.03%	80
2020 Q4	–	Sell	-4,999	Closed	-$87K	–	102
2020 Q3	$87K	Sell	4,999 -1,050	-17%	-$22.7K	0.03%	80
2020 Q2	$141K	Hold	6,049	–	–	0.03%	65
2020 Q1	$148K	Sell	6,049 -1,600	-21%	-$51.7K	0.04%	65
2019 Q4	$289K	Hold	7,649	–	–	0.05%	73
2019 Q3	$291K	Sell	7,649 -1,654	-18%	-$63.1K	0.05%	73
2019 Q2	$381K	Hold	9,303	–	–	0.07%	66
2019 Q1	$400K	Sell	9,303 -137	-1%	-$5.62K	0.07%	64
2018 Q4	$347K	Sell	9,440 -142	-1%	-$5.67K	0.08%	65
2018 Q3	$422K	Sell	9,582 -138	-1%	-$5.77K	0.07%	70
2018 Q2	$418K	Sell	9,720 -126	-1%	-$5.29K	0.08%	70
2018 Q1	$371K	Sell	9,846 -149	-1%	-$5.61K	0.07%	72
2017 Q4	$385K	Sell	9,995 -150	-1%	-$5.43K	0.07%	73
2017 Q3	$351K	Sell	10,145 -175	-2%	-$5.56K	0.07%	72
2017 Q2	$317K	Sell	10,320 -172	-2%	-$5.35K	0.06%	74
2017 Q1	$316K	Sell	10,492 -188	-2%	-$5.71K	0.07%	74
2016 Q4	$342K	Sell	10,680 -194	-2%	-$5.84K	0.08%	69
2016 Q3	$322K	Hold	10,874	–	–	0.07%	77
2016 Q2	$324K	Hold	10,874	–	–	0.07%	75
2016 Q1	$276K	Hold	10,874	–	–	0.07%	79
2015 Q4	$286K	Hold	10,874	–	–	0.06%	76
2015 Q3	$279K	Hold	10,874	–	–	0.06%	77
2015 Q2	$366K	Sell	10,874 -153	-1%	-$5.36K	0.07%	72
2015 Q1	$358K	Hold	11,027	–	–	0.08%	67
2014 Q4	$349K	Buy	11,027 +4,365	+66%	+$147K	0.07%	70
2014 Q3	$239K	Hold	6,662	–	–	0.05%	77
2014 Q2	$287K	Hold	6,662	–	–	0.06%	76
2014 Q1	$262K	Hold	6,662	–	–	0.06%	73
2013 Q4	$265K	Hold	6,662	–	–	0.06%	72
2013 Q3	$229K	Hold	6,662	–	–	0.05%	73
2013 Q2	$227K	Buy	+6,662	New	+$232K	0.06%	71

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kelly Lawrence W & Associates's BP Position: Q1 2025 in Review

Kelly Lawrence W & Associates sold out of BP (BP) in Q1 2025, closing a stake of 971 shares — an estimated $28.7K sold.

Kelly Lawrence W & Associates first reported a position in BP in Q2 2013 and held it in 46 quarters. The position peaked at $422K in Q3 2018. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Kelly Lawrence W & Associates reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Kelly Lawrence W & Associates sold 971 BP shares in Q1 2025, an estimated $28.7K.
Kelly Lawrence W & Associates first reported a position in BP in Q2 2013 and held it in 46 quarters.
Kelly Lawrence W & Associates's BP position peaked at $422K in Q3 2018.
1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2025, filed 14 May 2025.