Legacy Capital Group California’s BP BP Stock Holding History

Legacy Capital Group California’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	-23,399	Closed	-$692K	–	310
2024 Q4	$692K	Sell	23,399 -532	-2%	-$16K	0.21%	132
2024 Q3	$751K	Sell	23,931 -89	-0.4%	-$3.01K	0.25%	115
2024 Q2	$867K	Sell	24,020 -836	-3%	-$31.3K	0.31%	88
2024 Q1	$937K	Sell	24,856 -866	-3%	-$31.1K	0.35%	83
2023 Q4	$911K	Sell	25,722 -201	-0.8%	-$7.36K	0.35%	74
2023 Q3	$1M	Sell	25,923 -5,111	-16%	-$190K	0.43%	57
2023 Q2	$1.1M	Buy	31,034 +2,341	+8%	+$86.6K	0.45%	46
2023 Q1	$1.09M	Buy	+28,693	New	+$1.07M	0.53%	44

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legacy Capital Group California's BP Position: Q1 2025 in Review

Legacy Capital Group California sold out of BP (BP) in Q1 2025, closing a stake of 23,399 shares — an estimated $692K sold.

Legacy Capital Group California first reported a position in BP in Q1 2023 and held it in 8 quarters. The position peaked at $1.1M in Q2 2023. 1,132 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Legacy Capital Group California reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Legacy Capital Group California sold 23,399 BP shares in Q1 2025, an estimated $692K.
Legacy Capital Group California first reported a position in BP in Q1 2023 and held it in 8 quarters.
Legacy Capital Group California's BP position peaked at $1.1M in Q2 2023.
1,132 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.