Reilly Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Buy |
1,080
+2
| +0.2% | +$55 | ﹤0.01% | 501 |
|
|
2021
Q3 | $29K | Buy |
1,078
+1
| +0.1% | +$25 | ﹤0.01% | 459 |
|
|
2021
Q2 | $28K | Sell |
1,077
-148
| -12% | -$3.88K | ﹤0.01% | 470 |
|
|
2021
Q1 | $30K | Buy |
1,225
+3
| +0.2% | +$72 | ﹤0.01% | 449 |
|
|
2020
Q4 | $25K | Buy |
1,222
+4
| +0.3% | +$75 | ﹤0.01% | 451 |
|
|
2020
Q3 | $21K | Buy |
1,218
+5
| +0.4% | +$108 | ﹤0.01% | 436 |
|
|
2020
Q2 | $28K | Sell |
1,213
-994
| -45% | -$23.9K | ﹤0.01% | 392 |
|
|
2020
Q1 | $54K | Buy |
2,207
+105
| +5% | +$3.4K | 0.01% | 287 |
|
|
2019
Q4 | $79K | Sell |
2,102
-98
| -4% | -$3.72K | 0.01% | 269 |
|
|
2019
Q3 | $84K | Buy |
2,200
+886
| +67% | +$33.8K | 0.01% | 266 |
|
|
2019
Q2 | $54K | Buy |
1,314
+246
| +23% | +$10.3K | 0.01% | 348 |
|
|
2019
Q1 | $46K | Sell |
1,068
-15
| -1% | -$615 | 0.01% | 368 |
|
|
2018
Q4 | $40K | Buy |
1,083
+528
| +95% | +$21.1K | 0.01% | 364 |
|
|
2018
Q3 | $24K | Sell |
555
-8
| -1% | -$335 | ﹤0.01% | 509 |
|
|
2018
Q2 | $24K | Sell |
563
-546
| -49% | -$22.9K | ﹤0.01% | 449 |
|
|
2018
Q1 | $42K | Sell |
1,109
-1,344
| -55% | -$50.6K | 0.01% | 323 |
|
|
2017
Q4 | $94K | Buy |
2,453
+139
| +6% | +$5.04K | 0.01% | 239 |
|
|
2017
Q3 | $80K | Sell |
2,314
-32
| -1% | -$1.02K | 0.01% | 245 |
|
|
2017
Q2 | $72K | Buy |
2,346
+247
| +12% | +$7.68K | 0.01% | 257 |
|
|
2017
Q1 | $63K | Sell |
2,099
-37
| -2% | -$1.13K | 0.01% | 257 |
|
|
2016
Q4 | $68K | Buy |
2,136
+45
| +2% | +$1.35K | 0.01% | 238 |
|
|
2016
Q3 | $62K | Sell |
2,091
-410
| -16% | -$11.9K | 0.01% | 245 |
|
|
2016
Q2 | $75K | Buy |
2,501
+280
| +13% | +$7.54K | 0.01% | 214 |
|
|
2016
Q1 | $56K | Buy |
+2,221
| New | +$56K | 0.01% | 368 |
|
|
2015
Q4 | – | Sell |
-2,865
| Closed | -$81.5K | – | 1221 |
|
|
2015
Q3 | $74K | Hold |
2,865
| – | – | 0.01% | 306 |
|
|
2015
Q2 | $96K | Sell |
2,865
-184
| -6% | -$6.44K | 0.02% | 291 |
|
|
2015
Q1 | $99K | Sell |
3,049
-10,272
| -77% | -$336K | 0.02% | 279 |
|
|
2014
Q4 | $421K | Buy |
13,321
+1,280
| +11% | +$43K | 0.1% | 88 |
|
|
2014
Q3 | $433K | Buy |
12,041
+3,668
| +44% | +$145K | 0.1% | 74 |
|
|
2014
Q2 | $363K | Buy |
8,373
+7,737
| +1,217% | +$319K | 0.09% | 81 |
|
|
2014
Q1 | $25K | Buy |
636
+120
| +23% | +$4.73K | 0.01% | 382 |
|
|
2013
Q4 | $21K | Buy |
516
+125
| +32% | +$4.65K | 0.01% | 384 |
|
|
2013
Q3 | $13K | Sell |
391
-818
| -68% | -$28.1K | ﹤0.01% | 410 |
|
|
2013
Q2 | $41K | Buy |
+1,209
| New | +$42.1K | 0.01% | 245 |
|
Other funds holding BP
Reilly Financial Advisors's BP Position: Q4 2021 in Review
Reilly Financial Advisors increased its BP (BP) stake by 0.19% in Q4 2021, buying an estimated $55 and bringing the position to 1,080 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #501.
Reilly Financial Advisors first reported a position in BP in Q2 2013 and has held it in 34 quarters since. The position peaked at $433K in Q3 2014. 1,001 funds tracked by Wall St. Rank hold BP as of Q4 2021.
- Reilly Financial Advisors held 1,080 shares of BP worth $29K as of Q4 2021.
- Reilly Financial Advisors bought 2 BP shares in Q4 2021, an estimated $55.
- BP made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #501 holding.
- Reilly Financial Advisors first reported a position in BP in Q2 2013 and has held it in 34 quarters since.
- Reilly Financial Advisors's BP position peaked at $433K in Q3 2014.
- 1,001 funds tracked by Wall St. Rank held BP as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.