Stephens Consulting’s BP BP Stock Holding History

Stephens Consulting’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	$7.85K	Buy	+226	New	+$7.93K	﹤0.01%	262
2025 Q3	–	Sell	-1,698	Closed	-$50.8K	–	503
2025 Q2	$50.8K	Buy	1,698 +1,013	+148%	+$29.7K	0.01%	194
2025 Q1	$23.1K	Hold	685	–	–	0.01%	250
2024 Q4	$20.2K	Hold	685	–	–	0.01%	278
2024 Q3	$21.5K	Hold	685	–	–	0.01%	256
2024 Q2	$24.7K	Hold	685	–	–	0.01%	247
2024 Q1	$25.8K	Hold	685	–	–	0.01%	229
2023 Q4	$24.2K	Hold	685	–	–	0.01%	233
2023 Q3	$26.5K	Hold	685	–	–	0.01%	224
2023 Q2	$24.2K	Sell	685 -1,000	-59%	-$37K	0.01%	229
2023 Q1	$63.9K	Buy	1,685 +60	+4%	+$2.24K	0.04%	147
2022 Q4	$56.8K	Hold	1,625	–	–	0.04%	161
2022 Q3	$46.4K	Hold	1,625	–	–	0.04%	180
2022 Q2	$46.1K	Hold	1,625	–	–	0.04%	177
2022 Q1	$47.8K	Hold	1,625	–	–	0.04%	191
2021 Q4	$43.3K	Buy	+1,625	New	+$45.1K	0.04%	215

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stephens Consulting's BP Position: Q4 2025 in Review

Stephens Consulting opened a new position in BP (BP) in Q4 2025: 226 shares worth $7.85K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in BP as recently as Q2 2025.

Stephens Consulting first reported a position in BP in Q4 2021 and has held it in 16 quarters since. The position peaked at $63.9K in Q1 2023. 1,146 funds tracked by Wall St. Rank hold BP as of Q4 2025.

Stephens Consulting held 226 shares of BP worth $7.85K as of Q4 2025.
BP was a new Stephens Consulting position in Q4 2025.
BP made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #262 holding.
Stephens Consulting first reported a position in BP in Q4 2021 and has held it in 16 quarters since.
Stephens Consulting's BP position peaked at $63.9K in Q1 2023.
1,146 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.