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Roehl & Yi Investment Advisors’s BP BP Stock Holding History

Roehl & Yi 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
2025
Q3 		– Sell
-6,911
Closed -$207K – 172
2025
Q2 		$207K Sell
6,911
-2,083
-23% -$61.1K 0.11% 146
2025
Q1 		$304K Buy
+8,994
New +$294K 0.16% 116

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Roehl & Yi Investment Advisors's BP Position: Q3 2025 in Review

Roehl & Yi Investment Advisors sold out of BP (BP) in Q3 2025, closing a stake of 6,911 shares — an estimated $207K sold.

Roehl & Yi Investment Advisors first reported a position in BP in Q1 2025 and held it in 2 quarters. The position peaked at $304K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Roehl & Yi Investment Advisors reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 6,911 BP shares in Q3 2025, an estimated $207K.
  • Roehl & Yi Investment Advisors first reported a position in BP in Q1 2025 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's BP position peaked at $304K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q3 2025, filed 29 May 2026.