Mendota Financial Group’s BP BP Stock Holding History

Mendota Financial Group’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	-383	Closed	-$11.3K	–	141
2024 Q4	$11.3K	Sell	383 -2	-0.5%	-$60	0.01%	236
2024 Q3	$12.1K	Buy	385 +24	+7%	+$812	0.01%	236
2024 Q2	$13K	Buy	361 +15	+4%	+$562	0.01%	224
2024 Q1	$13K	Buy	+346	New	+$12.4K	0.01%	231

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mendota Financial Group's BP Position: Q1 2025 in Review

Mendota Financial Group sold out of BP (BP) in Q1 2025, closing a stake of 383 shares — an estimated $11.3K sold.

Mendota Financial Group first reported a position in BP in Q1 2024 and held it in 4 quarters. The position peaked at $13K in Q1 2024. 1,132 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Mendota Financial Group reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 383 BP shares in Q1 2025, an estimated $11.3K.
Mendota Financial Group first reported a position in BP in Q1 2024 and held it in 4 quarters.
Mendota Financial Group's BP position peaked at $13K in Q1 2024.
1,132 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.