Nicolet Advisory Services’s BP BP Stock Holding History

Nicolet Advisory 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
2025 Q4	$502K	Buy	14,580 +139	+1%	+$4.88K	0.03%	230
2025 Q3	$505K	Sell	14,441 -46	-0.3%	-$1.54K	0.04%	227
2025 Q2	$460K	Buy	14,487 +99	+0.7%	+$2.9K	0.04%	228
2025 Q1	$377K	Sell	14,388 -442	-3%	-$14.4K	0.04%	235
2024 Q4	$464K	Sell	14,830 -985	-6%	-$29.6K	0.04%	213
2024 Q3	$513K	Buy	15,815 +24	+0.2%	+$812	0.05%	196
2024 Q2	$551K	Buy	15,791 +16	+0.1%	+$600	0.05%	177
2024 Q1	$620K	Sell	15,775 -91	-0.6%	-$3.26K	0.06%	146
2023 Q4	$572K	Sell	15,866 -599	-4%	-$21.9K	0.06%	147
2023 Q3	$598K	Buy	16,465 +796	+5%	+$29.5K	0.07%	140
2023 Q2	$545K	Buy	15,669 +42	+0.3%	+$1.55K	0.06%	146
2023 Q1	$617K	Buy	15,627 +7,435	+91%	+$278K	0.07%	130
2022 Q4	$287K	Buy	8,192 +1,248	+18%	+$41.5K	0.04%	184
2022 Q3	$211K	Buy	+6,944	New	+$207K	0.03%	174
2020 Q4	–	Sell	-10,204	Closed	-$178K	–	181
2020 Q3	$178K	Sell	10,204 -2	-0%	-$43	0.03%	159
2020 Q2	$238K	Sell	10,206 -3,496	-26%	-$83.9K	0.04%	174
2020 Q1	$334K	Sell	13,702 -1,541	-10%	-$49.8K	0.06%	131
2019 Q4	$575K	Sell	15,243 -58	-0.4%	-$2.2K	0.09%	88
2019 Q3	$581K	Buy	15,301 +1,352	+10%	+$51.6K	0.09%	85
2019 Q2	$572K	Sell	13,949 -165	-1%	-$6.92K	0.09%	80
2019 Q1	$607K	Buy	+14,114	New	+$578K	0.1%	72

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

Nicolet Advisory Services's BP Position: Q4 2025 in Review

Nicolet Advisory Services increased its BP (BP) stake by 0.96% in Q4 2025, buying an estimated $4.88K and bringing the position to 14,580 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #230.

Nicolet Advisory Services first reported a position in BP in Q1 2019 and has held it in 21 quarters since. The position peaked at $620K in Q1 2024. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Nicolet Advisory Services held 14,580 shares of BP worth $502K as of Q4 2025.
Nicolet Advisory Services bought 139 BP shares in Q4 2025, an estimated $4.88K.
BP made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #230 holding.
Nicolet Advisory Services first reported a position in BP in Q1 2019 and has held it in 21 quarters since.
Nicolet Advisory Services's BP position peaked at $620K in Q1 2024.
1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.