MWS
BP icon

Maxwell Wealth Strategies’s BP BP Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$593K Hold
20,059
– – 0.24% 79
2024
Q3 		$601K Hold
20,059
– – 0.26% 78
2024
Q2 		$724K Hold
20,059
– – 0.35% 71
2024
Q1 		$741K Sell
20,059
-6,606
-25% -$237K 0.38% 70
2023
Q4 		$944K Buy
+26,665
New +$977K 0.62% 46

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Maxwell Wealth Strategies's BP Position: Q4 2024 in Review

Maxwell Wealth Strategies held its BP (BP) position steady in Q4 2024 at 20,059 shares worth $593K. The position accounts for 0.24% of the portfolio, ranked #79.

Maxwell Wealth Strategies first reported a position in BP in Q4 2023 and has held it in 5 quarters since. The position peaked at $944K in Q4 2023. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Maxwell Wealth Strategies held 20,059 shares of BP worth $593K as of Q4 2024.
  • Maxwell Wealth Strategies left its BP share count unchanged in Q4 2024.
  • BP made up 0.24% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #79 holding.
  • Maxwell Wealth Strategies first reported a position in BP in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's BP position peaked at $944K in Q4 2023.
  • 1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.