Sabal Trust’s BP BP Stock Holding History

Sabal Trust’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 Q1	$805K	Hold	23,812	–	–	0.04%	158
2024 Q4	$704K	Hold	23,812	–	–	0.04%	168
2024 Q3	$747K	Hold	23,812	–	–	0.04%	148
2024 Q2	$860K	Sell	23,812 -2,646	-10%	-$99.1K	0.05%	139
2024 Q1	$997K	Hold	26,458	–	–	0.06%	123
2023 Q4	$937K	Sell	26,458 -3,334	-11%	-$122K	0.06%	119
2023 Q3	$1.15M	Buy	29,792 +234	+0.8%	+$8.69K	0.08%	97
2023 Q2	$1.04M	Buy	29,558 +111	+0.4%	+$4.11K	0.07%	105
2023 Q1	$1.12M	Buy	29,447 +2,800	+11%	+$105K	0.08%	72
2022 Q4	$931K	Hold	26,647	–	–	0.06%	77
2022 Q3	$761K	Buy	26,647 +2,846	+12%	+$84.7K	0.06%	81
2022 Q2	$675K	Hold	23,801	–	–	0.05%	87
2022 Q1	$700K	Hold	23,801	–	–	0.05%	81
2021 Q4	$634K	Hold	23,801	–	–	0.04%	98
2021 Q3	$650K	Hold	23,801	–	–	0.05%	91
2021 Q2	$629K	Hold	23,801	–	–	0.05%	88
2021 Q1	$580K	Hold	23,801	–	–	0.04%	94
2020 Q4	$488K	Hold	23,801	–	–	0.04%	89
2020 Q3	$416K	Sell	23,801 -169	-0.7%	-$3.66K	0.04%	91
2020 Q2	$559K	Hold	23,970	–	–	0.05%	84
2020 Q1	$585K	Buy	23,970 +169	+0.7%	+$5.46K	0.07%	77
2019 Q4	$898K	Hold	23,801	–	–	0.07%	78
2019 Q3	$904K	Sell	23,801 -401	-2%	-$15.3K	0.07%	76
2019 Q2	$993K	Hold	24,202	–	–	0.09%	68
2019 Q1	$1.04M	Sell	24,202 -471	-2%	-$19.3K	0.09%	71
2018 Q4	$907K	Sell	24,673 -758	-3%	-$30.3K	0.09%	74
2018 Q3	$1.12M	Buy	25,431 +143	+0.6%	+$5.98K	0.1%	69
2018 Q2	$1.09M	Sell	25,288 -327	-1%	-$13.7K	0.1%	67
2018 Q1	$965K	Sell	25,615 -386	-1%	-$14.5K	0.09%	68
2017 Q4	$1M	Sell	26,001 -434	-2%	-$15.7K	0.1%	60
2017 Q3	$916K	Sell	26,435 -575	-2%	-$18.3K	0.09%	62
2017 Q2	$830K	Sell	27,010 -450	-2%	-$14K	0.09%	63
2017 Q1	$827K	Sell	27,460 -323	-1%	-$9.82K	0.09%	60
2016 Q4	$890K	Sell	27,783 -2,287	-8%	-$68.8K	0.1%	56
2016 Q3	$890K	Sell	30,070 -1,548	-5%	-$44.9K	0.1%	60
2016 Q2	$944K	Sell	31,618 -493	-2%	-$13.3K	0.11%	55
2016 Q1	$815K	Buy	32,111 +119	+0.4%	+$3K	0.1%	57
2015 Q4	$842K	Buy	31,992 +1,547	+5%	+$44K	0.11%	57
2015 Q3	$783K	Sell	30,445 -445	-1%	-$13K	0.11%	55
2015 Q2	$1.04M	Buy	30,890 +17	+0.1%	+$595	0.14%	54
2015 Q1	$1M	Hold	30,873	–	–	0.13%	56
2014 Q4	$976K	Sell	30,873 -444	-1%	-$14.9K	0.13%	58
2014 Q3	$1.13M	Buy	31,317 +4	+0%	+$158	0.15%	49
2014 Q2	$1.35M	Sell	31,313 -230	-0.7%	-$9.49K	0.19%	47
2014 Q1	$1.24M	Sell	31,543 -489	-2%	-$19.3K	0.18%	49
2013 Q4	$1.27M	Buy	32,032 +489	+2%	+$18.2K	0.18%	48
2013 Q3	$1.08M	Hold	31,543	–	–	0.17%	49
2013 Q2	$1.08M	Buy	+31,543	New	+$1.1M	0.17%	51

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sabal Trust's BP Position: Q1 2025 in Review

Sabal Trust held its BP (BP) position steady in Q1 2025 at 23,812 shares worth $805K. The position accounts for 0.04% of the portfolio, ranked #158.

Sabal Trust first reported a position in BP in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.35M in Q2 2014. 1,130 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Sabal Trust held 23,812 shares of BP worth $805K as of Q1 2025.
Sabal Trust left its BP share count unchanged in Q1 2025.
BP made up 0.04% of Sabal Trust's portfolio in Q1 2025, its #158 holding.
Sabal Trust first reported a position in BP in Q2 2013 and has held it in 48 quarters since.
Sabal Trust's BP position peaked at $1.35M in Q2 2014.
1,130 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.