Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$503K Hold
10,696
0.05% 303
2025
Q4
$371K Sell
10,696
-350
-3% -$12.3K 0.03% 321
2025
Q3
$381K Sell
11,046
-150
-1% -$5.02K 0.04% 292
2025
Q2
$335K Buy
11,196
+850
+8% +$24.9K 0.04% 290
2025
Q1
$350K Hold
10,346
0.04% 276
2024
Q4
$306K Sell
10,346
-200
-2% -$6.01K 0.04% 295
2024
Q3
$331K Sell
10,546
-991
-9% -$33.5K 0.04% 282
2024
Q2
$416K Sell
11,537
-550
-5% -$20.6K 0.06% 241
2024
Q1
$455K Sell
12,087
-150
-1% -$5.38K 0.06% 228
2023
Q4
$433K Hold
12,237
0.06% 209
2023
Q3
$474K Hold
12,237
0.08% 196
2023
Q2
$432K Hold
12,237
0.07% 201
2023
Q1
$464K Hold
12,237
0.07% 200
2022
Q4
$427K Sell
12,237
-165
-1% -$5.49K 0.07% 205
2022
Q3
$354K Sell
12,402
-650
-5% -$19.3K 0.06% 217
2022
Q2
$370K Sell
13,052
-975
-7% -$29.9K 0.06% 226
2022
Q1
$412K Sell
14,027
-25,825
-65% -$787K 0.06% 245
2021
Q4
$1.06M Sell
39,852
-22,950
-37% -$637K 0.14% 157
2021
Q3
$1.72M Sell
62,802
-23,850
-28% -$597K 0.25% 111
2021
Q2
$2.29M Sell
86,652
-19,930
-19% -$523K 0.32% 86
2021
Q1
$2.6M Sell
106,582
-574
-0.5% -$13.8K 0.41% 63
2020
Q4
$2.2M Buy
107,156
+14,219
+15% +$268K 0.39% 67
2020
Q3
$1.62M Sell
92,937
-13,448
-13% -$291K 0.33% 77
2020
Q2
$2.48M Sell
106,385
-47,042
-31% -$1.13M 0.55% 47
2020
Q1
$3.74M Sell
153,427
-4,371
-3% -$141K 0.95% 31
2019
Q4
$5.96M Buy
157,798
+25,525
+19% +$969K 1.04% 29
2019
Q3
$5.03M Sell
132,273
-7,183
-5% -$274K 0.98% 31
2019
Q2
$5.72M Sell
139,456
-3,471
-2% -$146K 1.14% 26
2019
Q1
$6.14M Sell
142,927
-1,054
-0.7% -$43.2K 1.23% 24
2018
Q4
$5.29M Sell
143,981
-4,040
-3% -$161K 1.15% 24
2018
Q3
$6.51M Sell
148,021
-5,102
-3% -$213K 1.23% 26
2018
Q2
$6.58M Sell
153,123
-5,370
-3% -$226K 1.25% 23
2018
Q1
$5.97M Sell
158,493
-6,403
-4% -$241K 1.09% 29
2017
Q4
$6.34M Sell
164,896
-4,658
-3% -$169K 1.16% 28
2017
Q3
$5.88M Sell
169,554
-5,558
-3% -$177K 1.17% 27
2017
Q2
$5.38M Sell
175,112
-9,526
-5% -$296K 1.1% 27
2017
Q1
$5.56M Sell
184,638
-8,498
-4% -$258K 1.17% 24
2016
Q4
$6.18M Sell
193,136
-14,862
-7% -$447K 1.37% 20
2016
Q3
$6.15M Sell
207,998
-6,396
-3% -$186K 1.32% 23
2016
Q2
$6.41M Sell
214,394
-24,011
-10% -$647K 1.41% 21
2016
Q1
$6.05M Sell
238,405
-55,261
-19% -$1.39M 1.41% 19
2015
Q4
$7.72M Sell
293,666
-21,384
-7% -$608K 1.76% 17
2015
Q3
$8.1M Sell
315,050
-11,009
-3% -$323K 1.85% 17
2015
Q2
$11M Sell
326,059
-3,922
-1% -$137K 2.13% 15
2015
Q1
$10.7M Buy
329,981
+104,900
+47% +$3.43M 2% 19
2014
Q4
$7.12M Buy
225,081
+3,777
+2% +$127K 1.05% 23
2014
Q3
$7.96M Buy
221,304
+159
+0.1% +$6.3K 1.35% 23
2014
Q2
$9.54M Buy
221,145
+330
+0.1% +$13.6K 1.5% 22
2014
Q1
$8.69M Sell
220,815
-9,004
-4% -$355K 1.41% 23
2013
Q4
$9.14M Sell
229,819
-6,569
-3% -$245K 1.42% 24
2013
Q3
$8.13M Buy
236,388
+4,120
+2% +$141K 1.29% 22
2013
Q2
$7.93M Buy
+232,268
New +$8.09M 1.35% 21

Other funds holding BP