Nalls Sherbakoff Group’s BP BP Stock Holding History

Nalls Sherbakoff 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 Q4	$205K	Hold	5,910	–	–	0.15%	102
2025 Q3	$204K	Hold	5,910	–	–	0.14%	103
2025 Q2	$177K	Hold	5,910	–	–	0.13%	105
2025 Q1	$200K	Buy	+5,910	New	+$193K	0.16%	94
2023 Q4	$209K	Hold	5,910	–	–	0.19%	76
2023 Q3	$229K	Sell	5,910 -255	-4%	-$9.46K	0.22%	62
2023 Q2	$208K	Hold	6,165	–	–	0.2%	68
2023 Q1	$234K	Buy	+6,165	New	+$230K	0.23%	63
2018 Q4	$563K	Buy	+15,325	New	+$612K	0.9%	25

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

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

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's BP Position: Q4 2025 in Review

Nalls Sherbakoff Group held its BP (BP) position steady in Q4 2025 at 5,910 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #102.

Nalls Sherbakoff Group first reported a position in BP in Q4 2018 and has held it in 9 quarters since. The position peaked at $563K in Q4 2018. 1,147 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Nalls Sherbakoff Group held 5,910 shares of BP worth $205K as of Q4 2025.
Nalls Sherbakoff Group left its BP share count unchanged in Q4 2025.
BP made up 0.15% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #102 holding.
Nalls Sherbakoff Group first reported a position in BP in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's BP position peaked at $563K in Q4 2018.
1,147 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.