Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$673K Hold
18,213
0.01% 237
2026
Q1
$856K Sell
18,213
-5,829
-24% -$228K 0.01% 217
2025
Q4
$835K Buy
24,042
+2,036
+9% +$71.4K 0.01% 218
2025
Q3
$765K Hold
22,006
0.01% 224
2025
Q2
$659K Sell
22,006
-325
-1% -$9.53K 0.01% 227
2025
Q1
$755K Buy
22,331
+876
+4% +$28.6K 0.01% 214
2024
Q4
$634K Hold
21,455
0.01% 223
2024
Q3
$673K Sell
21,455
-2,000
-9% -$67.7K 0.01% 227
2024
Q2
$847K Hold
23,455
0.02% 183
2024
Q1
$884K Sell
23,455
-6,250
-21% -$224K 0.02% 186
2023
Q4
$1.05M Buy
+29,705
New +$1.09M 0.03% 167

Other funds holding BP