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

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

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

Nomura Holdings

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

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

Franklin Resources

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