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Schechter Investment Advisors’s BP BP Stock Holding History

Schechter 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
Q1 		$363K Sell
10,733
-1,382
-11% -$45.1K 0.03% 436
2024
Q4 		$358K Sell
12,115
-13,000
-52% -$391K 0.03% 450
2024
Q3 		$788K Sell
25,115
-16,611
-40% -$562K 0.06% 298
2024
Q2 		$1.51M Sell
41,726
-3,689
-8% -$138K 0.11% 171
2024
Q1 		$1.71M Buy
45,415
+2,869
+7% +$103K 0.13% 151
2023
Q4 		$1.51M Buy
42,546
+2,255
+6% +$82.6K 0.13% 153
2023
Q3 		$1.56M Sell
40,291
-6,511
-14% -$242K 0.15% 136
2023
Q2 		$1.65M Buy
46,802
+2,381
+5% +$88.1K 0.15% 144
2023
Q1 		$1.69M Buy
44,421
+10,377
+30% +$388K 0.16% 142
2022
Q4 		$1.19M Buy
34,044
+91
+0.3% +$3.03K 0.11% 237
2022
Q3 		$969K Buy
33,953
+1,077
+3% +$32K 0.1% 284
2022
Q2 		$932K Sell
32,876
-22,972
-41% -$704K 0.09% 309
2022
Q1 		$1.64M Sell
55,848
-12,587
-18% -$384K 0.15% 146
2021
Q4 		$1.82M Buy
+68,435
New +$1.9M 0.16% 136

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's BP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its BP (BP) stake by 11% in Q1 2025, selling an estimated $45.1K and leaving 10,733 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #436.

Schechter Investment Advisors first reported a position in BP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

  • Schechter Investment Advisors held 10,733 shares of BP worth $363K as of Q1 2025.
  • Schechter Investment Advisors sold 1,382 BP shares in Q1 2025, an estimated $45.1K.
  • BP made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #436 holding.
  • Schechter Investment Advisors first reported a position in BP in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's BP position peaked at $1.82M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.