Spurstone Advisory Services’s BP BP Stock Holding History

Spurstone Advisory Services’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 Q4	–	Sell	-73	Closed	-$2.52K	–	99
2025 Q3	$2.52K	Hold	73	–	–	0.04%	73
2025 Q2	$2.18K	Hold	73	–	–	0.03%	100
2025 Q1	$2.47K	Hold	73	–	–	0.05%	66
2024 Q4	$2.16K	Buy	+73	New	+$2.19K	0.04%	59

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Spurstone Advisory Services's BP Position: Q4 2025 in Review

Spurstone Advisory Services sold out of BP (BP) in Q4 2025, closing a stake of 73 shares — an estimated $2.52K sold.

Spurstone Advisory Services first reported a position in BP in Q4 2024 and held it in 4 quarters. The position peaked at $2.52K in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Spurstone Advisory Services reported no remaining BP position as of Q4 2025 after selling out during the quarter.
Spurstone Advisory Services sold 73 BP shares in Q4 2025, an estimated $2.52K.
Spurstone Advisory Services first reported a position in BP in Q4 2024 and held it in 4 quarters.
Spurstone Advisory Services's BP position peaked at $2.52K in Q3 2025.
1,149 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.