MLA
BP icon

MB, Levis & Associates’s BP BP Stock Holding History

MB, Levis & 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
Q3 		– Sell
-400
Closed -$12K – 253
2025
Q2 		$12K Hold
400
– – 0.01% 184
2025
Q1 		$13.5K Hold
400
– – 0.01% 176
2024
Q4 		$11.8K Hold
400
– – 0.01% 177
2024
Q3 		$12.6K Hold
400
– – 0.01% 181
2024
Q2 		$14.4K Hold
400
– – 0.01% 171
2024
Q1 		$15.1K Hold
400
– – 0.01% 169
2023
Q4 		$14.2K Hold
400
– – 0.01% 170
2023
Q3 		$15.5K Hold
400
– – 0.01% 170
2023
Q2 		$14.1K Hold
400
– – 0.01% 179
2023
Q1 		$15.2K Hold
400
– – 0.01% 172
2022
Q4 		$14K Buy
+400
New +$13.3K 0.01% 165

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MB, Levis & Associates's BP Position: Q3 2025 in Review

MB, Levis & Associates sold out of BP (BP) in Q3 2025, closing a stake of 400 shares — an estimated $12K sold.

MB, Levis & Associates first reported a position in BP in Q4 2022 and held it in 11 quarters. The position peaked at $15.5K in Q3 2023. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • MB, Levis & Associates reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 400 BP shares in Q3 2025, an estimated $12K.
  • MB, Levis & Associates first reported a position in BP in Q4 2022 and held it in 11 quarters.
  • MB, Levis & Associates's BP position peaked at $15.5K in Q3 2023.
  • 1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.