Phillips Wealth Planners’s BP BP Stock Holding History

Phillips Wealth Planners’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
2024 Q4	–	Sell	-8,705	Closed	-$269K	–	178
2024 Q3	$269K	Sell	8,705 -267	-3%	-$9.03K	0.26%	143
2024 Q2	$313K	Buy	8,972 +36	+0.4%	+$1.35K	0.33%	110
2024 Q1	$345K	Buy	8,936 +1,911	+27%	+$68.5K	0.4%	89
2023 Q4	$239K	Sell	7,025 -196	-3%	-$7.18K	0.29%	133
2023 Q3	$291K	Sell	7,221 -360	-5%	-$13.4K	0.39%	95
2023 Q2	$268K	Buy	7,581 +1,281	+20%	+$47.4K	0.35%	107
2023 Q1	$252K	Buy	+6,300	New	+$235K	0.33%	113

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phillips Wealth Planners's BP Position: Q4 2024 in Review

Phillips Wealth Planners sold out of BP (BP) in Q4 2024, closing a stake of 8,705 shares — an estimated $269K sold.

Phillips Wealth Planners first reported a position in BP in Q1 2023 and held it in 7 quarters. The position peaked at $345K in Q1 2024. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

Phillips Wealth Planners reported no remaining BP position as of Q4 2024 after selling out during the quarter.
Phillips Wealth Planners sold 8,705 BP shares in Q4 2024, an estimated $269K.
Phillips Wealth Planners first reported a position in BP in Q1 2023 and held it in 7 quarters.
Phillips Wealth Planners's BP position peaked at $345K in Q1 2024.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on Phillips Wealth Planners's 13F filing for Q4 2024, filed 17 Jan 2025.