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MorganRosel Wealth Management’s BP BP Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-2,393
Closed -$71.6K – 140
2025
Q2 		$71.6K Hold
2,393
– – 0.02% 161
2025
Q1 		$80.9K Buy
+2,393
New +$78.1K 0.02% 141

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MorganRosel Wealth Management's BP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of BP (BP) in Q3 2025, closing a stake of 2,393 shares — an estimated $71.6K sold.

MorganRosel Wealth Management first reported a position in BP in Q1 2025 and held it in 2 quarters. The position peaked at $80.9K in Q1 2025. 1,112 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,393 BP shares in Q3 2025, an estimated $71.6K.
  • MorganRosel Wealth Management first reported a position in BP in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's BP position peaked at $80.9K in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.