Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,629
Closed -$230K 387
2025
Q4
$230K Buy
+6,629
New +$233K 0.01% 293
2024
Q1
Sell
-6,135
Closed -$217K 288
2023
Q4
$217K Buy
6,135
+98
+2% +$3.59K 0.01% 274
2023
Q3
$234K Buy
+6,037
New +$224K 0.01% 254
2022
Q2
Sell
-6,821
Closed -$200K 278
2022
Q1
$200K Sell
6,821
-2,709
-28% -$82.6K 0.01% 275
2021
Q4
$254K Buy
9,530
+134
+1% +$3.72K 0.01% 262
2021
Q3
$257K Buy
9,396
+807
+9% +$20.2K 0.01% 258
2021
Q2
$227K Sell
8,589
-484
-5% -$12.7K 0.01% 280
2021
Q1
$221K Sell
9,073
-1,109
-11% -$26.7K 0.01% 292
2020
Q4
$209K Sell
10,182
-4,043
-28% -$76.2K 0.01% 290
2020
Q3
$248K Sell
14,225
-2,782
-16% -$60.2K 0.01% 247
2020
Q2
$397K Sell
17,007
-52,321
-75% -$1.26M 0.02% 208
2020
Q1
$1.69M Sell
69,328
-7,598
-10% -$246K 0.11% 107
2019
Q4
$2.9M Sell
76,926
-18,873
-20% -$717K 0.15% 93
2019
Q3
$3.64M Sell
95,799
-1,260
-1% -$48.1K 0.2% 87
2019
Q2
$3.98M Buy
97,059
+12,689
+15% +$532K 0.22% 85
2019
Q1
$3.63M Sell
84,370
-5,968
-7% -$245K 0.2% 88
2018
Q4
$3.32M Sell
90,338
-4,086
-4% -$163K 0.21% 84
2018
Q3
$4.16M Sell
94,424
-3,376
-3% -$141K 0.23% 75
2018
Q2
$4.2M Buy
97,800
+7,548
+8% +$317K 0.24% 69
2018
Q1
$3.4M Buy
90,252
+6,667
+8% +$251K 0.2% 76
2017
Q4
$3.22M Buy
83,585
+8,516
+11% +$308K 0.18% 77
2017
Q3
$2.6M Buy
75,069
+3,024
+4% +$96.1K 0.15% 86
2017
Q2
$2.21M Buy
72,045
+6,605
+10% +$205K 0.13% 99
2017
Q1
$1.97M Buy
65,440
+7,783
+13% +$237K 0.12% 106
2016
Q4
$1.85M Buy
57,657
+10,969
+23% +$330K 0.11% 106
2016
Q3
$1.38M Buy
46,688
+18,893
+68% +$548K 0.09% 124
2016
Q2
$830K Buy
27,795
+4,071
+17% +$110K 0.05% 160
2016
Q1
$603K Buy
23,724
+2,021
+9% +$51K 0.04% 175
2015
Q4
$570K Buy
21,703
+3,208
+17% +$91.3K 0.04% 177
2015
Q3
$475K Sell
18,495
-426
-2% -$12.5K 0.03% 185
2015
Q2
$636K Sell
18,921
-399
-2% -$14K 0.04% 169
2015
Q1
$627K Buy
19,320
+1,605
+9% +$52.5K 0.04% 166
2014
Q4
$560K Sell
17,715
-1,324
-7% -$44.5K 0.04% 181
2014
Q3
$684K Sell
19,039
-2,587
-12% -$102K 0.05% 157
2014
Q2
$933K Buy
21,626
+2,575
+14% +$106K 0.06% 140
2014
Q1
$750K Buy
19,051
+1,490
+8% +$58.8K 0.05% 155
2013
Q4
$698K Buy
17,561
+3,908
+29% +$146K 0.05% 159
2013
Q3
$469K Buy
13,653
+623
+5% +$21.4K 0.04% 189
2013
Q2
$445K Buy
+13,030
New +$454K 0.04% 185

Other funds holding BP