Osborne Partners Capital Management’s BP BP Stock Holding History

Osborne Partners Capital 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	-21,703	Closed	-$748K	–	199
2025 Q3	$748K	Hold	21,703	–	–	0.04%	150
2025 Q2	$650K	Sell	21,703 -1,208	-5%	-$35.4K	0.03%	158
2025 Q1	$774K	Buy	22,911 +34	+0.1%	+$1.11K	0.04%	151
2024 Q4	$676K	Hold	22,877	–	–	0.04%	154
2024 Q3	$718K	Hold	22,877	–	–	0.04%	150
2024 Q2	$826K	Buy	22,877 +1,400	+7%	+$52.5K	0.05%	145
2024 Q1	$809K	Hold	21,477	–	–	0.05%	141
2023 Q4	$760K	Hold	21,477	–	–	0.05%	144
2023 Q3	$832K	Buy	21,477 +137	+0.6%	+$5.08K	0.06%	134
2023 Q2	$753K	Hold	21,340	–	–	0.05%	138
2023 Q1	$810K	Sell	21,340 -31	-0.1%	-$1.16K	0.06%	141
2022 Q4	$746K	Buy	21,371 +31	+0.1%	+$1.03K	0.06%	139
2022 Q3	$609K	Hold	21,340	–	–	0.05%	153
2022 Q2	$605K	Buy	+21,340	New	+$654K	0.05%	156
2021 Q1	–	Sell	-26,161	Closed	-$537K	–	196
2020 Q4	$537K	Buy	+26,161	New	+$493K	0.07%	139
2020 Q3	–	Sell	-11,303	Closed	-$264K	–	156
2020 Q2	$264K	Sell	11,303 -1,351	-11%	-$32.4K	0.06%	137
2020 Q1	$309K	Sell	12,654 -550	-4%	-$17.8K	0.08%	124
2019 Q4	$498K	Sell	13,204 -1,050	-7%	-$39.9K	0.1%	111
2019 Q3	$542K	Sell	14,254 -240	-2%	-$9.16K	0.11%	106
2019 Q2	$594K	Sell	14,494 -2,848	-16%	-$119K	0.11%	104
2019 Q1	$746K	Sell	17,342 -23,941	-58%	-$981K	0.15%	94
2018 Q4	$1.52M	Sell	41,283 -1,461	-3%	-$58.3K	0.23%	97
2018 Q3	$1.88M	Sell	42,744 -972	-2%	-$40.6K	0.24%	97
2018 Q2	$1.88M	Sell	43,716 -206	-0.5%	-$8.65K	0.26%	93
2018 Q1	$1.65M	Sell	43,922 -1,317	-3%	-$49.6K	0.23%	97
2017 Q4	$1.74M	Sell	45,239 -569	-1%	-$20.6K	0.23%	96
2017 Q3	$1.59M	Sell	45,808 -789	-2%	-$25.1K	0.22%	100
2017 Q2	$1.43M	Sell	46,597 -777	-2%	-$24.2K	0.2%	97
2017 Q1	$1.43M	Sell	47,374 -3,452	-7%	-$105K	0.2%	100
2016 Q4	$1.63M	Sell	50,826 -3,024	-6%	-$91K	0.24%	98
2016 Q3	$1.59M	Sell	53,850 -1,188	-2%	-$34.5K	0.24%	94
2016 Q2	$1.64M	Sell	55,038 -238	-0.4%	-$6.41K	0.25%	92
2016 Q1	$1.4M	Sell	55,276 -416	-0.7%	-$10.5K	0.21%	100
2015 Q4	$1.47M	Sell	55,692 -1,248	-2%	-$35.5K	0.21%	97
2015 Q3	$1.46M	Sell	56,940 -1,010	-2%	-$29.6K	0.22%	99
2015 Q2	$1.95M	Sell	57,950 -3,449	-6%	-$121K	0.26%	92
2015 Q1	$1.99M	Sell	61,399 -2,410	-4%	-$78.9K	0.26%	91
2014 Q4	$2.02M	Sell	63,809 -14,068	-18%	-$473K	0.24%	90
2014 Q3	$2.8M	Sell	77,877 -12,837	-14%	-$508K	0.36%	69
2014 Q2	$3.91M	Sell	90,714 -8,619	-9%	-$356K	0.5%	59
2014 Q1	$3.91M	Sell	99,333 -428	-0.4%	-$16.9K	0.51%	58
2013 Q4	$3.97M	Sell	99,761 -1,223	-1%	-$45.5K	0.52%	60
2013 Q3	$3.47M	Sell	100,984 -6,112	-6%	-$210K	0.48%	62
2013 Q2	$3.66M	Buy	+107,096	New	+$3.73M	0.52%	61

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

Osborne Partners Capital Management's BP Position: Q4 2025 in Review

Osborne Partners Capital Management sold out of BP (BP) in Q4 2025, closing a stake of 21,703 shares — an estimated $748K sold.

Osborne Partners Capital Management first reported a position in BP in Q2 2013 and held it in 44 quarters. The position peaked at $3.97M in Q4 2013. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Osborne Partners Capital Management reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 21,703 BP shares in Q4 2025, an estimated $748K.
Osborne Partners Capital Management first reported a position in BP in Q2 2013 and held it in 44 quarters.
Osborne Partners Capital Management's BP position peaked at $3.97M in Q4 2013.
1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Osborne Partners Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.