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Oregon Pacific Wealth Management’s BP BP Stock Holding History

Oregon Pacific Wealth Management’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
-7,021
Closed -$242K – 117
2025
Q3 		$242K Sell
7,021
-170
-2% -$5.69K 0.21% 115
2025
Q2 		$215K Buy
7,191
+502
+8% +$14.7K 0.2% 120
2025
Q1 		$226K Buy
+6,689
New +$218K 0.23% 117

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oregon Pacific Wealth Management's BP Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of BP (BP) in Q4 2025, closing a stake of 7,021 shares — an estimated $242K sold.

Oregon Pacific Wealth Management first reported a position in BP in Q1 2025 and held it in 3 quarters. The position peaked at $242K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining BP position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 7,021 BP shares in Q4 2025, an estimated $242K.
  • Oregon Pacific Wealth Management first reported a position in BP in Q1 2025 and held it in 3 quarters.
  • Oregon Pacific Wealth Management's BP position peaked at $242K in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.