PSI Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

PSI Advisors’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200	Closed	-$111	–	173
2025 Q1	$111	Hold	200	–	–	﹤0.01%	729
2024 Q4	$109	Hold	200	–	–	﹤0.01%	861
2024 Q3	$216	Hold	200	–	–	﹤0.01%	842
2024 Q2	$494	Hold	200	–	–	﹤0.01%	789
2024 Q1	$486	Hold	200	–	–	﹤0.01%	736
2023 Q4	$494	Hold	200	–	–	﹤0.01%	797
2023 Q3	$1.43K	Hold	200	–	–	﹤0.01%	711
2023 Q2	$912	Hold	200	–	–	﹤0.01%	732
2023 Q1	$1.53K	Hold	200	–	–	﹤0.01%	631
2022 Q4	$2.34K	Hold	200	–	–	﹤0.01%	598
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	611
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	594
2022 Q1	$3K	Hold	200	–	–	﹤0.01%	588
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	696
2021 Q3	$1K	Buy	+200	New	+$769	﹤0.01%	679
2020 Q1	–	Sell	-200	Closed	-$1K	–	165
2019 Q4	$1K	Buy	+200	New	+$1.48K	﹤0.01%	633

Other funds holding BPT

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

PSI Advisors's BPT Position: Q2 2025 in Review

PSI Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2025, closing a stake of 200 shares — an estimated $111 sold.

PSI Advisors first reported a position in BPT in Q4 2019 and held it in 16 quarters. The position peaked at $4K in Q2 2022. 41 funds tracked by Wall St. Rank hold BPT as of Q2 2025.

PSI Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 200 BP Prudhoe Bay Royalty Trust shares in Q2 2025, an estimated $111.
PSI Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2019 and held it in 16 quarters.
PSI Advisors's BP Prudhoe Bay Royalty Trust position peaked at $4K in Q2 2022.
41 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2025.

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