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Morningstar Investment Services’s BP BP Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-15,162
Closed -$476K – 170
2024
Q3 		$476K Buy
15,162
+447
+3% +$15.1K ﹤0.01% 278
2024
Q2 		$529K Buy
14,715
+5,571
+61% +$209K 0.01% 242
2024
Q1 		$343K Sell
9,144
-8,871
-49% -$318K ﹤0.01% 274
2023
Q4 		$636K Buy
18,015
+9,209
+105% +$337K ﹤0.01% 271
2023
Q3 		$347K Buy
8,806
+221
+3% +$8.2K ﹤0.01% 234
2023
Q2 		$300K Buy
8,585
+803
+10% +$29.7K ﹤0.01% 220
2023
Q1 		$295K Buy
7,782
+487
+7% +$18.2K ﹤0.01% 207
2022
Q4 		$248K Sell
7,295
-317
-4% -$10.5K ﹤0.01% 205
2022
Q3 		$253K Buy
7,612
+509
+7% +$15.1K ﹤0.01% 202
2022
Q2 		$205K Buy
+7,103
New +$218K ﹤0.01% 214
2022
Q1 		– Sell
-14,281
Closed -$380K – 237
2021
Q4 		$380K Buy
14,281
+1,194
+9% +$33.1K ﹤0.01% 200
2021
Q3 		$355K Buy
13,087
+2,489
+23% +$62.4K ﹤0.01% 198
2021
Q2 		$278K Buy
+10,598
New +$278K ﹤0.01% 201
2019
Q3 		– Sell
-5,730
Closed -$235K – 198
2019
Q2 		$235K Sell
5,730
-57
-1% -$2.39K ﹤0.01% 203
2019
Q1 		$249K Sell
5,787
-1,038
-15% -$42.5K ﹤0.01% 195
2018
Q4 		$251K Sell
6,825
-17
-0.2% -$679 ﹤0.01% 193
2018
Q3 		$301K Sell
6,842
-450
-6% -$18.8K 0.01% 183
2018
Q2 		$313K Buy
7,292
+1,066
+17% +$44.8K 0.01% 181
2018
Q1 		$235K Sell
6,226
-338
-5% -$12.7K ﹤0.01% 194
2017
Q4 		$253K Buy
6,564
+568
+9% +$20.6K 0.01% 188
2017
Q3 		$208K Buy
+5,996
New +$190K ﹤0.01% 193

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morningstar Investment Services's BP Position: Q4 2024 in Review

Morningstar Investment Services sold out of BP (BP) in Q4 2024, closing a stake of 15,162 shares — an estimated $476K sold.

Morningstar Investment Services first reported a position in BP in Q3 2017 and held it in 21 quarters. The position peaked at $636K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold BP as of Q4 2024.

  • Morningstar Investment Services reported no remaining BP position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 15,162 BP shares in Q4 2024, an estimated $476K.
  • Morningstar Investment Services first reported a position in BP in Q3 2017 and held it in 21 quarters.
  • Morningstar Investment Services's BP position peaked at $636K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.