Poehling Capital Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
23,718
+8,994
| +61% | +$269K | 0.17% | 81 |
|
|
2025
Q1 | $498K | Hold |
14,724
| – | – | 0.13% | 96 |
|
|
2024
Q4 | $435K | Hold |
14,724
| – | – | 0.11% | 99 |
|
|
2024
Q3 | $462K | Sell |
14,724
-1,249
| -8% | -$39.2K | 0.12% | 96 |
|
|
2024
Q2 | $577K | Hold |
15,973
| – | – | 0.16% | 88 |
|
|
2024
Q1 | $602K | Buy |
15,973
+6,941
| +77% | +$262K | 0.16% | 83 |
|
|
2023
Q4 | $320K | Buy |
9,032
+2,707
| +43% | +$95.8K | 0.1% | 98 |
|
|
2023
Q3 | $245K | Sell |
6,325
-1,604
| -20% | -$62.1K | 0.09% | 110 |
|
|
2023
Q2 | $280K | Sell |
7,929
-178
| -2% | -$6.28K | 0.09% | 103 |
|
|
2023
Q1 | $308K | Buy |
+8,107
| New | +$308K | 0.1% | 99 |
|
|
2022
Q1 | – | Sell |
-106,747
| Closed | -$2.84M | – | 148 |
|
|
2021
Q4 | $2.84M | Hold |
106,747
| – | – | 0.92% | 35 |
|
|
2021
Q3 | $2.92M | Sell |
106,747
-6,026
| -5% | -$165K | 0.99% | 38 |
|
|
2021
Q2 | $2.98M | Buy |
112,773
+1,168
| +1% | +$30.9K | 0.95% | 39 |
|
|
2021
Q1 | $2.72M | Buy |
111,605
+36,400
| +48% | +$886K | 0.95% | 37 |
|
|
2020
Q4 | $1.54M | Sell |
75,205
-5,255
| -7% | -$108K | 0.61% | 60 |
|
|
2020
Q3 | $1.41M | Buy |
80,460
+1,535
| +2% | +$26.8K | 0.72% | 52 |
|
|
2020
Q2 | $1.84M | Buy |
78,925
+3,785
| +5% | +$88.3K | 0.99% | 41 |
|
|
2020
Q1 | $1.83M | Buy |
75,140
+48,665
| +184% | +$1.19M | 1.34% | 22 |
|
|
2019
Q4 | $999K | Sell |
26,475
-1,460
| -5% | -$55.1K | 0.65% | 45 |
|
|
2019
Q3 | $1.06M | Buy |
+27,935
| New | +$1.06M | 0.78% | 45 |
|
|
2018
Q3 | – | Sell |
-2,709
| Closed | -$116K | – | 124 |
|
|
2018
Q2 | $116K | Sell |
2,709
-1,327
| -33% | -$56.8K | 0.1% | 112 |
|
|
2018
Q1 | $152K | Sell |
4,036
-61
| -1% | -$2.3K | 0.12% | 101 |
|
|
2017
Q4 | $158K | Buy |
+4,097
| New | +$158K | 0.13% | 97 |
|