Provenance Wealth Advisors’s BP BP Stock Holding History

Provenance Wealth Advisors’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
2026 Q1	$12.2K	Hold	260	–	–	﹤0.01%	303
2025 Q4	$9.03K	Hold	260	–	–	﹤0.01%	308
2025 Q3	$8.96K	Hold	260	–	–	﹤0.01%	331
2025 Q2	$7.78K	Sell	260 -50	-16%	-$1.47K	﹤0.01%	322
2025 Q1	$10.5K	Hold	310	–	–	﹤0.01%	317
2024 Q4	$9.16K	Hold	310	–	–	﹤0.01%	320
2024 Q3	$9.73K	Hold	310	–	–	﹤0.01%	337
2024 Q2	$11.2K	Hold	310	–	–	﹤0.01%	290
2024 Q1	$11.7K	Hold	310	–	–	﹤0.01%	314
2023 Q4	$11K	Buy	310 +260	+520%	+$9.52K	﹤0.01%	313
2023 Q3	$1.94K	Buy	+50	New	+$1.86K	﹤0.01%	328

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return