McClarren Financial Advisors’s BP BP Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-33	Closed	-$8K	–	113
2025 Q1	$8K	Buy	+33	New	+$1.08K	0.01%	215
2024 Q1	–	Sell	-547	Closed	-$19K	–	357
2023 Q4	$19K	Buy	547 +4	+0.7%	+$146	0.01%	239
2023 Q3	$20K	Hold	543	–	–	0.02%	216
2023 Q2	$19K	Buy	543 +305	+128%	+$11.3K	0.02%	219
2023 Q1	$9K	Hold	238	–	–	0.01%	243
2022 Q4	$8K	Buy	+238	New	+$7.92K	0.01%	255
2021 Q3	–	Sell	-200	Closed	-$5K	–	287
2021 Q2	$5K	Buy	+200	New	+$5.25K	﹤0.01%	250

Other funds holding BP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

McClarren Financial Advisors's BP Position: Q2 2025 in Review

McClarren Financial Advisors sold out of BP (BP) in Q2 2025, closing a stake of 33 shares — an estimated $8K sold.

McClarren Financial Advisors first reported a position in BP in Q2 2021 and held it in 7 quarters. The position peaked at $20K in Q3 2023. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

McClarren Financial Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 33 BP shares in Q2 2025, an estimated $8K.
McClarren Financial Advisors first reported a position in BP in Q2 2021 and held it in 7 quarters.
McClarren Financial Advisors's BP position peaked at $20K in Q3 2023.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.