Spectrum Wealth Counsel’s BP BP Stock Holding History

Spectrum Wealth Counsel’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	$16.9K	Hold	500	–	–	﹤0.01%	209
2024 Q4	$14.8K	Hold	500	–	–	﹤0.01%	219
2024 Q3	$15.7K	Buy	500 +100	+25%	+$3.38K	﹤0.01%	229
2024 Q2	$14.4K	Hold	400	–	–	﹤0.01%	278
2024 Q1	$15.1K	Hold	400	–	–	﹤0.01%	278
2023 Q4	$14.2K	Buy	+400	New	+$14.6K	﹤0.01%	247

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

Spectrum Wealth Counsel's BP Position: Q1 2025 in Review

Spectrum Wealth Counsel held its BP (BP) position steady in Q1 2025 at 500 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Spectrum Wealth Counsel first reported a position in BP in Q4 2023 and has held it in 6 quarters since. 1,129 funds tracked by Wall St. Rank hold BP as of Q1 2025.

Spectrum Wealth Counsel held 500 shares of BP worth $16.9K as of Q1 2025.
Spectrum Wealth Counsel left its BP share count unchanged in Q1 2025.
BP made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #209 holding.
Spectrum Wealth Counsel first reported a position in BP in Q4 2023 and has held it in 6 quarters since.
1,129 funds tracked by Wall St. Rank held BP as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.