RE Dickinson Investment Advisors’s BP BP Stock Holding History

RE Dickinson Investment 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
2024 Q4	$102K	Buy	3,462 +358	+12%	+$10.8K	0.06%	65
2024 Q3	$97.4K	Hold	3,104	–	–	0.05%	65
2024 Q2	$112K	Hold	3,104	–	–	0.07%	64
2024 Q1	$117K	Sell	3,104 -22	-0.7%	-$789	0.07%	58
2023 Q4	$111K	Hold	3,126	–	–	0.07%	56
2023 Q3	$121K	Buy	3,126 +22	+0.7%	+$817	0.08%	55
2023 Q2	$110K	Hold	3,104	–	–	0.04%	112
2023 Q1	$118K	Hold	3,104	–	–	0.04%	115
2022 Q4	$108K	Buy	+3,104	New	+$103K	0.04%	105
2022 Q3	–	Sell	-3,104	Closed	-$88K	–	265
2022 Q2	$88K	Hold	3,104	–	–	0.01%	59
2022 Q1	$91K	Hold	3,104	–	–	0.06%	61
2021 Q4	$83K	Buy	+3,104	New	+$86.1K	0.06%	58

Other funds holding BP

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RE Dickinson Investment Advisors's BP Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its BP (BP) stake by 12% in Q4 2024, buying an estimated $10.8K and bringing the position to 3,462 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #65.

RE Dickinson Investment Advisors first reported a position in BP in Q4 2021 and has held it in 12 quarters since. The position peaked at $121K in Q3 2023. 1,087 funds tracked by Wall St. Rank hold BP as of Q4 2024.

RE Dickinson Investment Advisors held 3,462 shares of BP worth $102K as of Q4 2024.
RE Dickinson Investment Advisors bought 358 BP shares in Q4 2024, an estimated $10.8K.
BP made up 0.06% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #65 holding.
RE Dickinson Investment Advisors first reported a position in BP in Q4 2021 and has held it in 12 quarters since.
RE Dickinson Investment Advisors's BP position peaked at $121K in Q3 2023.
1,087 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.