Ruedi Wealth Management’s BP BP Stock Holding History

Ruedi Wealth Management’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	-823	Closed	-$27.8K	–	90
2025 Q1	$27.8K	Hold	823	–	–	0.01%	112
2024 Q4	$24.3K	Hold	823	–	–	0.01%	120
2024 Q3	$25.8K	Hold	823	–	–	0.01%	118
2024 Q2	$29.7K	Sell	823 -1	-0.1%	-$37	0.01%	110
2024 Q1	$31K	Hold	824	–	–	0.01%	105
2023 Q4	$29.2K	Hold	824	–	–	0.01%	98
2023 Q3	$31.9K	Hold	824	–	–	0.02%	94
2023 Q2	$29.1K	Hold	824	–	–	0.02%	100
2023 Q1	$31.3K	Hold	824	–	–	0.02%	103
2022 Q4	$28.8K	Buy	+824	New	+$27.4K	0.02%	100

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

Ruedi Wealth Management's BP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of BP (BP) in Q2 2025, closing a stake of 823 shares — an estimated $27.8K sold.

Ruedi Wealth Management first reported a position in BP in Q4 2022 and held it in 10 quarters. The position peaked at $31.9K in Q3 2023. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Ruedi Wealth Management reported no remaining BP position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 823 BP shares in Q2 2025, an estimated $27.8K.
Ruedi Wealth Management first reported a position in BP in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's BP position peaked at $31.9K in Q3 2023.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.