Mid-American Wealth Advisory Group’s BP BP Stock Holding History

Mid-American Wealth Advisory 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 Q2	–	Sell	-7,050	Closed	-$238K	–	342
2025 Q1	$238K	Hold	7,050	–	–	0.13%	48
2024 Q4	$208K	Hold	7,050	–	–	0.12%	43
2024 Q3	$221K	Hold	7,050	–	–	0.14%	43
2024 Q2	$255K	Hold	7,050	–	–	0.16%	49
2024 Q1	$266K	Hold	7,050	–	–	0.18%	38
2023 Q4	$250K	Hold	7,050	–	–	0.19%	39
2023 Q3	$271K	Sell	7,050 -85	-1%	-$3.15K	0.22%	33
2023 Q2	$259K	Buy	+7,135	New	+$264K	0.2%	64
2022 Q1	$207K	Sell	7,050 -901	-11%	-$27.5K	0.16%	63
2021 Q4	$212K	Buy	+7,951	New	+$221K	0.17%	68

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

Mid-American Wealth Advisory Group's BP Position: Q2 2025 in Review

Mid-American Wealth Advisory Group sold out of BP (BP) in Q2 2025, closing a stake of 7,050 shares — an estimated $238K sold.

Mid-American Wealth Advisory Group first reported a position in BP in Q4 2021 and held it in 10 quarters. The position peaked at $271K in Q3 2023. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Mid-American Wealth Advisory Group reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 7,050 BP shares in Q2 2025, an estimated $238K.
Mid-American Wealth Advisory Group first reported a position in BP in Q4 2021 and held it in 10 quarters.
Mid-American Wealth Advisory Group's BP position peaked at $271K in Q3 2023.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.