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Mark Sheptoff Financial Planning’s BP BP Stock Holding History

Mark Sheptoff Financial Planning’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
-100
Closed -$3.44K – 517
2025
Q4 		$3.44K Hold
100
– – ﹤0.01% 457
2025
Q3 		$3.5K Hold
100
– – ﹤0.01% 433
2025
Q2 		$3.5K Hold
100
– – ﹤0.01% 428
2025
Q1 		$3.5K Hold
100
– – ﹤0.01% 394
2024
Q4 		$3.5K Hold
100
– – ﹤0.01% 385
2024
Q3 		$3.5K Sell
100
-23,303
-100% -$788K ﹤0.01% 382
2024
Q2 		$845K Sell
23,403
-3,197
-12% -$120K 0.47% 42
2024
Q1 		$1M Buy
+26,600
New +$954K 0.56% 38
2019
Q4 		– Sell
-500
Closed -$19K – 362
2019
Q3 		$19K Sell
500
-8
-2% -$305 0.01% 215
2019
Q2 		$21K Hold
508
– – 0.01% 210
2019
Q1 		$22K Sell
508
-1,813
-78% -$74.3K 0.02% 202
2018
Q4 		$85K Sell
2,321
-7,057
-75% -$282K 0.07% 107
2018
Q3 		$413K Buy
+9,378
New +$392K 0.28% 72
2017
Q3 		– Sell
-113
Closed -$3K – 368
2017
Q2 		$3K Sell
113
-3
-3% -$93 ﹤0.01% 322
2017
Q1 		$3K Buy
+116
New +$3.53K ﹤0.01% 322
2016
Q3 		– Sell
-119
Closed -$4K – 351
2016
Q2 		$4K Hold
119
– – ﹤0.01% 291
2016
Q1 		$3K Hold
119
– – ﹤0.01% 299
2015
Q4 		$3K Hold
119
– – ﹤0.01% 317
2015
Q3 		$3K Sell
119
-238
-67% -$6.97K ﹤0.01% 311
2015
Q2 		$12K Sell
357
-5
-1% -$175 0.01% 258
2015
Q1 		$12K Hold
362
– – 0.01% 253
2014
Q4 		$11K Sell
362
-1,154
-76% -$38.8K 0.01% 259
2014
Q3 		$54K Hold
1,516
– – 0.05% 165
2014
Q2 		$65K Hold
1,516
– – 0.06% 163
2014
Q1 		$60K Buy
+1,516
New +$59.8K 0.05% 170

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mark Sheptoff Financial Planning's BP Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of BP (BP) in Q1 2026, closing a stake of 100 shares — an estimated $3.44K sold.

Mark Sheptoff Financial Planning first reported a position in BP in Q1 2014 and held it in 25 quarters. The position peaked at $1M in Q1 2024. 1,262 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 BP shares in Q1 2026, an estimated $3.44K.
  • Mark Sheptoff Financial Planning first reported a position in BP in Q1 2014 and held it in 25 quarters.
  • Mark Sheptoff Financial Planning's BP position peaked at $1M in Q1 2024.
  • 1,262 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.