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NewSquare Capital’s BP BP Stock Holding History

NewSquare Capital’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
-375
Closed -$11.2K – 324
2025
Q2 		$11.2K Sell
375
-54
-13% -$1.58K ﹤0.01% 622
2025
Q1 		$14.5K Buy
429
+224
+109% +$7.31K ﹤0.01% 450
2024
Q4 		$6.06K Buy
+205
New +$6.16K ﹤0.01% 342
2024
Q3 		– Sell
-19
Closed -$686 – 344
2024
Q2 		$686 Buy
+19
New +$712 ﹤0.01% 299
2024
Q1 		– Sell
-406
Closed -$14.4K – 451
2023
Q4 		$14.4K Buy
406
+404
+20,200% +$14.8K ﹤0.01% 252
2023
Q3 		$77 Hold
2
– – ﹤0.01% 568
2023
Q2 		$71 Hold
2
– – ﹤0.01% 808
2023
Q1 		$76 Hold
2
– – ﹤0.01% 836
2022
Q4 		$70 Buy
+2
New +$67 ﹤0.01% 782
2016
Q4 		– Sell
-165
Closed -$5K – 340
2016
Q3 		$5K Buy
165
+161
+4,025% +$4.67K ﹤0.01% 302
2016
Q2 		$0 Buy
+4
New +$108 ﹤0.01% 349
2016
Q1 		– Sell
-1,266
Closed -$33K – 395
2015
Q4 		$33K Hold
1,266
– – 0.01% 172
2015
Q3 		$33K Sell
1,266
-297
-19% -$8.71K 0.01% 168
2015
Q2 		$53K Buy
1,563
+56
+4% +$1.96K 0.02% 148
2015
Q1 		$49K Hold
1,507
– – 0.02% 147
2014
Q4 		$48K Sell
1,507
-21
-1% -$706 0.02% 154
2014
Q3 		$55K Buy
1,528
+305
+25% +$12.1K 0.02% 157
2014
Q2 		$53K Hold
1,223
– – 0.02% 151
2014
Q1 		$48K Hold
1,223
– – 0.02% 142
2013
Q4 		$49K Hold
1,223
– – 0.02% 121
2013
Q3 		$42K Hold
1,223
– – 0.02% 116
2013
Q2 		$42K Buy
+1,223
New +$42.6K 0.02% 121

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

NewSquare Capital's BP Position: Q3 2025 in Review

NewSquare Capital sold out of BP (BP) in Q3 2025, closing a stake of 375 shares — an estimated $11.2K sold.

NewSquare Capital first reported a position in BP in Q2 2013 and held it in 22 quarters. The position peaked at $55K in Q3 2014. 1,112 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • NewSquare Capital reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 375 BP shares in Q3 2025, an estimated $11.2K.
  • NewSquare Capital first reported a position in BP in Q2 2013 and held it in 22 quarters.
  • NewSquare Capital's BP position peaked at $55K in Q3 2014.
  • 1,112 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.