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National Wealth Management Group’s BP BP Stock Holding History

National Wealth Management 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
Q3 		– Sell
-13,315
Closed -$399K – 234
2025
Q2 		$399K Buy
13,315
+1,476
+12% +$43.3K 0.22% 102
2025
Q1 		$400K Buy
+11,839
New +$386K 0.26% 95

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

National Wealth Management Group's BP Position: Q3 2025 in Review

National Wealth Management Group sold out of BP (BP) in Q3 2025, closing a stake of 13,315 shares — an estimated $399K sold.

National Wealth Management Group first reported a position in BP in Q1 2025 and held it in 2 quarters. The position peaked at $400K in Q1 2025. 1,112 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • National Wealth Management Group reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 13,315 BP shares in Q3 2025, an estimated $399K.
  • National Wealth Management Group first reported a position in BP in Q1 2025 and held it in 2 quarters.
  • National Wealth Management Group's BP position peaked at $400K in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.