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Stonegate Investment Group’s BP BP Stock Holding History

Stonegate Investment Group’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 		$1.1M Buy
31,991
+2,842
+10% +$95.2K 0.03% 176
2025
Q2 		$872K Buy
29,149
+2,612
+10% +$76.6K 0.02% 192
2025
Q1 		$897K Buy
26,537
+1,922
+8% +$62.7K 0.02% 164
2024
Q4 		$728K Buy
24,615
+3,033
+14% +$91.1K 0.02% 178
2024
Q3 		$677K Buy
21,582
+5,735
+36% +$194K 0.02% 199
2024
Q2 		$572K Buy
15,847
+4,757
+43% +$178K 0.02% 210
2024
Q1 		$418K Buy
11,090
+2,800
+34% +$100K 0.01% 237
2023
Q4 		$293K Sell
8,290
-477
-5% -$17.5K 0.01% 255
2023
Q3 		$339K Sell
8,767
-480
-5% -$17.8K 0.01% 232
2023
Q2 		$326K Sell
9,247
-129
-1% -$4.77K 0.01% 240
2023
Q1 		$356K Sell
9,376
-110
-1% -$4.11K 0.01% 235
2022
Q4 		$331K Buy
9,486
+218
+2% +$7.25K 0.01% 235
2022
Q3 		$265K Buy
9,268
+190
+2% +$5.65K 0.01% 238
2022
Q2 		$257K Buy
+9,078
New +$278K 0.01% 248

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Stonegate Investment Group's BP Position: Q3 2025 in Review

Stonegate Investment Group increased its BP (BP) stake by 9.7% in Q3 2025, buying an estimated $95.2K and bringing the position to 31,991 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #176.

Stonegate Investment Group first reported a position in BP in Q2 2022 and has held it in 14 quarters since. 1,109 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Stonegate Investment Group held 31,991 shares of BP worth $1.1M as of Q3 2025.
  • Stonegate Investment Group bought 2,842 BP shares in Q3 2025, an estimated $95.2K.
  • BP made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #176 holding.
  • Stonegate Investment Group first reported a position in BP in Q2 2022 and has held it in 14 quarters since.
  • 1,109 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.