SGC
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Slocum, Gordon & Co’s BP BP Stock Holding History

Slocum, Gordon & Co’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
-1,340
Closed -$40.1K – 66
2025
Q2 		$40.1K Hold
1,340
– – 0.03% 91
2025
Q1 		$45.3K Hold
1,340
– – 0.03% 84
2024
Q4 		$39.6K Hold
1,340
– – 0.03% 89
2024
Q3 		$42.1K Hold
1,340
– – 0.02% 86
2024
Q2 		$48.4K Buy
1,340
+340
+34% +$12.7K 0.04% 87
2024
Q1 		$37.7K Sell
1,000
-1,250
-56% -$44.8K 0.03% 90
2023
Q4 		$79.7K Buy
2,250
+250
+13% +$9.15K 0.07% 70
2023
Q3 		$77.4K Hold
2,000
– – 0.07% 76
2023
Q2 		$70.6K Hold
2,000
– – 0.05% 72
2023
Q1 		$75.9K Hold
2,000
– – 0.06% 72
2022
Q4 		$69.9K Buy
+2,000
New +$66.5K 0.05% 71

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Slocum, Gordon & Co's BP Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of BP (BP) in Q3 2025, closing a stake of 1,340 shares — an estimated $40.1K sold.

Slocum, Gordon & Co first reported a position in BP in Q4 2022 and held it in 11 quarters. The position peaked at $79.7K in Q4 2023. 1,111 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 1,340 BP shares in Q3 2025, an estimated $40.1K.
  • Slocum, Gordon & Co first reported a position in BP in Q4 2022 and held it in 11 quarters.
  • Slocum, Gordon & Co's BP position peaked at $79.7K in Q4 2023.
  • 1,111 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.