Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.76M Buy
207,615
+36,565
+21% +$1.43M 0.04% 469
2025
Q4
$5.94M Buy
171,050
+35,548
+26% +$1.25M 0.02% 595
2025
Q3
$4.67M Sell
135,502
-6,787
-5% -$227K 0.02% 657
2025
Q2
$4.26M Sell
142,289
-11,239
-7% -$330K 0.02% 631
2025
Q1
$5.19M Buy
153,528
+50,826
+49% +$1.66M 0.03% 496
2024
Q4
$3.04M Sell
102,702
-55,767
-35% -$1.68M 0.02% 661
2024
Q3
$4.97M Sell
158,469
-24,947
-14% -$844K 0.03% 472
2024
Q2
$6.62M Buy
183,416
+115,820
+171% +$4.34M 0.05% 360
2024
Q1
$2.55M Sell
67,596
-161
-0.2% -$5.77K 0.02% 605
2023
Q4
$2.37M Sell
67,757
-7,851
-10% -$288K 0.02% 607
2023
Q3
$2.93M Buy
75,608
+11,658
+18% +$433K 0.03% 461
2023
Q2
$2.26M Buy
63,950
+5,823
+10% +$216K 0.03% 548
2023
Q1
$2.16M Sell
58,127
-6,228
-10% -$233K 0.03% 513
2022
Q4
$1.2M Buy
64,355
+10,194
+19% +$339K 0.03% 459
2022
Q3
$1.55M Buy
54,161
+54
+0.1% +$1.61K 0.03% 496
2022
Q2
$1.53M Buy
54,107
+2,048
+4% +$62.8K 0.03% 511
2022
Q1
$1.53M Sell
52,059
-3,069
-6% -$93.6K 0.03% 499
2021
Q4
$1.47M Buy
55,128
+19,831
+56% +$550K 0.02% 558
2021
Q3
$965K Buy
35,297
+2,591
+8% +$64.9K 0.02% 534
2021
Q2
$864K Buy
32,706
+825
+3% +$21.6K 0.02% 544
2021
Q1
$776K Sell
31,881
-948
-3% -$22.8K 0.02% 530
2020
Q4
$674K Sell
32,829
-11,649
-26% -$220K 0.02% 525
2020
Q3
$776K Buy
44,478
+9,769
+28% +$212K 0.03% 450
2020
Q2
$809K Sell
34,709
-12,741
-27% -$306K 0.03% 409
2020
Q1
$1.16M Buy
47,450
+9,074
+24% +$293K 0.06% 281
2019
Q4
$1.45M Buy
38,376
+1,880
+5% +$71.4K 0.06% 293
2019
Q3
$1.38M Buy
36,496
+10,185
+39% +$389K 0.06% 286
2019
Q2
$1.08M Buy
26,311
+654
+3% +$27.4K 0.07% 267
2019
Q1
$1.1M Buy
25,657
+2,356
+10% +$96.6K 0.07% 264
2018
Q4
$856 Buy
23,301
+8,425
+57% +$336K 0.06% 274
2018
Q3
$655K Sell
14,876
-53
-0.4% -$2.22K 0.05% 302
2018
Q2
$635 Buy
14,929
+1,860
+14% +$78.1K 0.06% 271
2018
Q1
$485K Buy
13,069
+7,752
+146% +$292K 0.06% 276
2017
Q4
$210K Buy
+5,317
New +$193K 0.03% 381
2017
Q3
Sell
-2,979
Closed -$90.7K 451
2017
Q2
$90.7K Buy
+2,979
New +$92.7K 0.02% 431

Other funds holding BP