PSI Advisors’s BP BP Stock Holding History

PSI 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
2025 Q2	–	Sell	-3,810	Closed	-$129K	–	172
2025 Q1	$129K	Sell	3,810 -1,111	-23%	-$36.3K	0.04%	145
2024 Q4	$145K	Sell	4,921 -1,062	-18%	-$31.9K	0.04%	149
2024 Q3	$188K	Sell	5,983 -900	-13%	-$30.4K	0.06%	134
2024 Q2	$248K	Buy	6,883 +99	+1%	+$3.71K	0.08%	117
2024 Q1	$256K	Sell	6,784 -2,124	-24%	-$76.2K	0.09%	111
2023 Q4	$315K	Sell	8,908 -2,906	-25%	-$106K	0.12%	101
2023 Q3	$457K	Sell	11,814 -910	-7%	-$33.8K	0.2%	79
2023 Q2	$449K	Sell	12,724 -270	-2%	-$9.99K	0.2%	78
2023 Q1	$493K	Sell	12,994 -300	-2%	-$11.2K	0.24%	70
2022 Q4	$464K	Sell	13,294 -2,610	-16%	-$86.8K	0.25%	69
2022 Q3	$454K	Sell	15,904 -1,680	-10%	-$50K	0.24%	78
2022 Q2	$499K	Hold	17,584	–	–	0.25%	78
2022 Q1	$517K	Sell	17,584 -660	-4%	-$20.1K	0.21%	88
2021 Q4	$486K	Sell	18,244 -1,000	-5%	-$27.7K	0.2%	95
2021 Q3	$526K	Sell	19,244 -750	-4%	-$18.8K	0.24%	78
2021 Q2	$528K	Sell	19,994 -250	-1%	-$6.56K	0.28%	68
2021 Q1	$492K	Sell	20,244 -55	-0.3%	-$1.32K	0.29%	69
2020 Q4	$416K	Hold	20,299	–	–	0.29%	76
2020 Q3	$354K	Sell	20,299 -965	-5%	-$20.9K	0.27%	73
2020 Q2	$495K	Hold	21,264	–	–	0.4%	56
2020 Q1	$518K	Buy	21,264 +578	+3%	+$18.7K	0.48%	48
2019 Q4	$780K	Buy	+20,686	New	+$785K	0.5%	41

Other funds holding BP

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PSI Advisors's BP Position: Q2 2025 in Review

PSI Advisors sold out of BP (BP) in Q2 2025, closing a stake of 3,810 shares — an estimated $129K sold.

PSI Advisors first reported a position in BP in Q4 2019 and held it in 22 quarters. The position peaked at $780K in Q4 2019. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

PSI Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 3,810 BP shares in Q2 2025, an estimated $129K.
PSI Advisors first reported a position in BP in Q4 2019 and held it in 22 quarters.
PSI Advisors's BP position peaked at $780K in Q4 2019.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.