Operose Advisors’s BP BP Stock Holding History

Operose Advisors’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	–	Sell	-130	Closed	-$4.48K	–	475
2025 Q3	$4.48K	Hold	130	–	–	﹤0.01%	396
2025 Q2	$3.89K	Sell	130 -620	-83%	-$18.2K	﹤0.01%	369
2025 Q1	$25.3K	Buy	750 +636	+558%	+$20.8K	0.01%	268
2024 Q4	$3.37K	Sell	114 -453	-80%	-$13.6K	﹤0.01%	378
2024 Q3	$17.8K	Hold	567	–	–	0.01%	416
2024 Q2	$20.5K	Hold	567	–	–	0.01%	350
2024 Q1	$21.4K	Hold	567	–	–	0.01%	381
2023 Q4	$20.1K	Hold	567	–	–	0.01%	362
2023 Q3	$22K	Buy	+567	New	+$21K	0.01%	464

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Operose Advisors's BP Position: Q4 2025 in Review

Operose Advisors sold out of BP (BP) in Q4 2025, closing a stake of 130 shares — an estimated $4.48K sold.

Operose Advisors first reported a position in BP in Q3 2023 and held it in 9 quarters. The position peaked at $25.3K in Q1 2025. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Operose Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Operose Advisors sold 130 BP shares in Q4 2025, an estimated $4.48K.
Operose Advisors first reported a position in BP in Q3 2023 and held it in 9 quarters.
Operose Advisors's BP position peaked at $25.3K in Q1 2025.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Operose Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.