Modus Advisors’s BP BP Stock Holding History

Modus 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 Q1	–	Sell	-277	Closed	-$8.19K	–	130
2024 Q4	$8.19K	Buy	+277	New	+$8.32K	﹤0.01%	230
2021 Q3	–	Sell	-908	Closed	-$24K	–	120
2021 Q2	$24K	Buy	+908	New	+$23.8K	0.01%	186

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Modus Advisors's BP Position: Q1 2025 in Review

Modus Advisors sold out of BP (BP) in Q1 2025, closing a stake of 277 shares — an estimated $8.19K sold.

Modus Advisors first reported a position in BP in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Modus Advisors reported no remaining BP position as of Q1 2025 after selling out during the quarter.
Modus Advisors sold 277 BP shares in Q1 2025, an estimated $8.19K.
Modus Advisors first reported a position in BP in Q2 2021 and held it in 2 quarters.
Modus Advisors's BP position peaked at $24K in Q2 2021.
1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.