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Patton Albertson Miller Group’s BP BP Stock Holding History

Patton Albertson Miller Group’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
Q3 		– Sell
-7,530
Closed -$225K – 210
2025
Q2 		$225K Sell
7,530
-53
-0.7% -$1.55K 0.03% 203
2025
Q1 		$256K Sell
7,583
-447
-6% -$14.6K 0.04% 190
2024
Q4 		$237K Hold
8,030
– – 0.03% 198
2024
Q3 		$252K Sell
8,030
-144
-2% -$4.87K 0.03% 189
2024
Q2 		$295K Buy
+8,174
New +$306K 0.04% 171
2018
Q4 		– Sell
-1,885
Closed -$74K – 140
2018
Q3 		$74K Buy
+1,885
New +$78.8K 0.04% 154
2017
Q4 		– Sell
-6,645
Closed -$231K – 126
2017
Q3 		$231K Sell
6,645
-632
-9% -$20.1K 0.1% 118
2017
Q2 		$231K Sell
7,277
-2,918
-29% -$90.8K 0.1% 120
2017
Q1 		$314K Sell
10,195
-5,424
-35% -$165K 0.13% 115
2016
Q4 		$500K Sell
15,619
-2,325
-13% -$70K 0.21% 101
2016
Q3 		$531K Sell
17,944
-2,651
-13% -$76.9K 0.23% 100
2016
Q2 		$615K Buy
20,595
+1,200
+6% +$32.3K 0.28% 92
2016
Q1 		$493K Sell
19,395
-1,463
-7% -$36.9K 0.25% 93
2015
Q4 		$549K Sell
20,858
-1,196
-5% -$34K 0.28% 89
2015
Q3 		$564K Sell
22,054
-2,149
-9% -$63K 0.3% 87
2015
Q2 		$814K Sell
24,203
-13,769
-36% -$482K 0.36% 80
2015
Q1 		$1.23M Buy
37,972
+19,603
+107% +$642K 0.5% 74
2014
Q4 		$581K Buy
18,369
+5,131
+39% +$172K 0.27% 103
2014
Q3 		$480K Sell
13,238
-5,925
-31% -$235K 0.25% 110
2014
Q2 		$825K Sell
19,163
-55
-0.3% -$2.27K 0.42% 80
2014
Q1 		$756K Sell
19,218
-2,782
-13% -$110K 0.4% 72
2013
Q4 		$875K Buy
22,000
+856
+4% +$31.9K 0.51% 59
2013
Q3 		$727K Buy
+21,144
New +$725K 0.43% 71

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Patton Albertson Miller Group's BP Position: Q3 2025 in Review

Patton Albertson Miller Group sold out of BP (BP) in Q3 2025, closing a stake of 7,530 shares — an estimated $225K sold.

Patton Albertson Miller Group first reported a position in BP in Q3 2013 and held it in 23 quarters. The position peaked at $1.23M in Q1 2015. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Patton Albertson Miller Group reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Patton Albertson Miller Group sold 7,530 BP shares in Q3 2025, an estimated $225K.
  • Patton Albertson Miller Group first reported a position in BP in Q3 2013 and held it in 23 quarters.
  • Patton Albertson Miller Group's BP position peaked at $1.23M in Q1 2015.
  • 1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Patton Albertson Miller Group's 13F filing for Q3 2025, filed 3 Nov 2025.