Pitti Group Wealth Management’s BP BP Stock Holding History

Pitti Group Wealth Management’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 Q4	–	Sell	-24,945	Closed	-$860K	–	78
2025 Q3	$860K	Sell	24,945 -4	-0%	-$134	0.73%	29
2025 Q2	$747K	Sell	24,949 -5	-0%	-$147	0.64%	33
2025 Q1	$843K	Sell	24,954 -173	-0.7%	-$5.65K	0.87%	30
2024 Q4	$743K	Hold	25,127	–	–	0.75%	35
2024 Q3	$889K	Hold	25,127	–	–	0.97%	26
2024 Q2	$889K	Hold	25,127	–	–	0.97%	26
2024 Q1	$996K	Hold	25,127	–	–	1.11%	25
2023 Q4	$889K	Sell	25,127 -258	-1%	-$9.45K	0.97%	26
2023 Q3	$983K	Buy	25,385 +3	+0%	+$111	1.12%	27
2023 Q2	$896K	Buy	25,382 +2	+0%	+$74	1%	27
2023 Q1	$963K	Buy	25,380 +3	+0%	+$112	1.07%	27
2022 Q4	$886K	Hold	25,377	–	–	1.06%	24
2022 Q3	$725K	Hold	25,377	–	–	1%	25
2022 Q2	$719K	Hold	25,377	–	–	0.98%	24
2022 Q1	$746K	Buy	25,377 +260	+1%	+$7.93K	0.87%	32
2021 Q4	$669K	Buy	+25,117	New	+$697K	0.75%	41

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pitti Group Wealth Management's BP Position: Q4 2025 in Review

Pitti Group Wealth Management sold out of BP (BP) in Q4 2025, closing a stake of 24,945 shares — an estimated $860K sold.

Pitti Group Wealth Management first reported a position in BP in Q4 2021 and held it in 16 quarters. The position peaked at $996K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Pitti Group Wealth Management reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Pitti Group Wealth Management sold 24,945 BP shares in Q4 2025, an estimated $860K.
Pitti Group Wealth Management first reported a position in BP in Q4 2021 and held it in 16 quarters.
Pitti Group Wealth Management's BP position peaked at $996K in Q1 2024.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Pitti Group Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.