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Philip James Wealth Mangement’s BP BP Stock Holding History

Philip James Wealth Mangement’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
Q1 		– Sell
-6,910
Closed -$204K – 168
2024
Q4 		$204K Buy
6,910
+277
+4% +$8.32K 0.03% 167
2024
Q3 		$208K Buy
6,633
+235
+4% +$7.95K 0.03% 157
2024
Q2 		$231K Buy
6,398
+136
+2% +$5.1K 0.15% 64
2024
Q1 		$236K Buy
+6,262
New +$225K 0.17% 61

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Philip James Wealth Mangement's BP Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of BP (BP) in Q1 2025, closing a stake of 6,910 shares — an estimated $204K sold.

Philip James Wealth Mangement first reported a position in BP in Q1 2024 and held it in 4 quarters. The position peaked at $236K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining BP position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 6,910 BP shares in Q1 2025, an estimated $204K.
  • Philip James Wealth Mangement first reported a position in BP in Q1 2024 and held it in 4 quarters.
  • Philip James Wealth Mangement's BP position peaked at $236K in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.