Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$47K Hold
1,000
0.01% 265
2025
Q4
$34.7K Hold
1,000
0.01% 277
2025
Q3
$34.5K Hold
1,000
0.01% 276
2025
Q2
$29.9K Hold
1,000
0.01% 284
2025
Q1
$33.8K Hold
1,000
0.01% 272
2024
Q4
$29.6K Hold
1,000
0.01% 280
2024
Q3
$31.4K Sell
1,000
-750
-43% -$25.4K 0.01% 282
2024
Q2
$63.2K Hold
1,750
0.02% 246
2024
Q1
$65.9K Hold
1,750
0.02% 241
2023
Q4
$62K Hold
1,750
0.02% 239
2023
Q3
$67.8K Hold
1,750
0.02% 228
2023
Q2
$61.8K Hold
1,750
0.02% 243
2023
Q1
$66.4K Hold
1,750
0.02% 237
2022
Q4
$61.1K Hold
1,750
0.02% 247
2022
Q3
$50K Hold
1,750
0.02% 254
2022
Q2
$50K Hold
1,750
0.02% 256
2022
Q1
$51K Hold
1,750
0.01% 268
2021
Q4
$47K Sell
1,750
-3,250
-65% -$90.1K 0.01% 275
2021
Q3
$137K Buy
5,000
+4,000
+400% +$100K 0.04% 209
2021
Q2
$26K Hold
1,000
0.01% 278
2021
Q1
$24K Hold
1,000
0.01% 274
2020
Q4
$21K Sell
1,000
-500
-33% -$9.42K 0.01% 272
2020
Q3
$26K Sell
1,500
-14,558
-91% -$315K 0.01% 240
2020
Q2
$374K Buy
16,058
+480
+3% +$11.5K 0.14% 112
2020
Q1
$380K Sell
15,578
-12,125
-44% -$392K 0.17% 104
2019
Q4
$1.05M Sell
27,703
-3,183
-10% -$121K 0.38% 70
2019
Q3
$1.17M Buy
30,886
+115
+0.4% +$4.39K 0.44% 65
2019
Q2
$1.26M Hold
30,771
0.48% 63
2019
Q1
$1.32M Buy
30,771
+3,624
+13% +$149K 0.52% 54
2018
Q4
$998K Sell
27,147
-1,583
-6% -$63.2K 0.45% 64
2018
Q3
$1.26M Sell
28,730
-2,646
-8% -$111K 0.48% 60
2018
Q2
$1.35M Buy
31,376
+6,353
+25% +$267K 0.55% 51
2018
Q1
$943K Buy
25,023
+14,627
+141% +$551K 0.39% 68
2017
Q4
$400K Buy
10,396
+3,171
+44% +$115K 0.16% 113
2017
Q3
$250K Sell
7,225
-350
-5% -$11.1K 0.11% 139
2017
Q2
$233K Buy
7,575
+160
+2% +$4.98K 0.1% 148
2017
Q1
$223K Sell
7,415
-133
-2% -$4.04K 0.1% 144
2016
Q4
$242K Sell
7,548
-2,633
-26% -$79.2K 0.11% 130
2016
Q3
$301K Sell
10,181
-3,565
-26% -$103K 0.14% 123
2016
Q2
$411K Buy
13,746
+3,565
+35% +$96.1K 0.19% 103
2016
Q1
$259K Buy
10,181
+476
+5% +$12K 0.13% 126
2015
Q4
$255K Hold
9,705
0.12% 130
2015
Q3
$250K Sell
9,705
-1,070
-10% -$31.4K 0.13% 128
2015
Q2
$362K Buy
10,775
+752
+8% +$26.3K 0.16% 113
2015
Q1
$325K Buy
10,023
+483
+5% +$15.8K 0.14% 124
2014
Q4
$302K Sell
9,540
-504
-5% -$16.9K 0.13% 130
2014
Q3
$361K Sell
10,044
-306
-3% -$12.1K 0.17% 116
2014
Q2
$447K Sell
10,350
-1,081
-9% -$44.6K 0.21% 102
2014
Q1
$450K Sell
11,431
-305
-3% -$12K 0.21% 108
2013
Q4
$467K Buy
11,736
+244
+2% +$9.09K 0.22% 101
2013
Q3
$395K Sell
11,492
-244
-2% -$8.37K 0.21% 107
2013
Q2
$400K Buy
+11,736
New +$409K 0.22% 111

Other funds holding BP