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Traphagen Investment Advisors’s BP BP Stock Holding History

Traphagen Investment Advisors’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
Q2 		– Sell
-6,066
Closed -$205K – 189
2025
Q1 		$205K Buy
+6,066
New +$198K 0.02% 172
2024
Q3 		– Sell
-6,527
Closed -$236K – 178
2024
Q2 		$236K Sell
6,527
-64
-1% -$2.4K 0.03% 148
2024
Q1 		$248K Buy
6,591
+8
+0.1% +$287 0.03% 152
2023
Q4 		$233K Sell
6,583
-41
-0.6% -$1.5K 0.03% 155
2023
Q3 		$256K Sell
6,624
-80
-1% -$2.97K 0.03% 132
2023
Q2 		$237K Sell
6,704
-679
-9% -$25.1K 0.03% 138
2023
Q1 		$280K Sell
7,383
-468
-6% -$17.5K 0.04% 129
2022
Q4 		$274K Sell
7,851
-523
-6% -$17.4K 0.04% 126
2022
Q3 		$239K Sell
8,374
-1,221
-13% -$36.3K 0.04% 119
2022
Q2 		$272K Sell
9,595
-41
-0.4% -$1.26K 0.05% 109
2022
Q1 		$283K Sell
9,636
-3,514
-27% -$107K 0.05% 113
2021
Q4 		$350K Sell
13,150
-876
-6% -$24.3K 0.06% 99
2021
Q3 		$383K Sell
14,026
-39
-0.3% -$977 0.07% 87
2021
Q2 		$372K Sell
14,065
-640
-4% -$16.8K 0.06% 97
2021
Q1 		$358K Buy
14,705
+65
+0.4% +$1.56K 0.07% 95
2020
Q4 		$300K Buy
14,640
+1,955
+15% +$36.8K 0.05% 104
2020
Q3 		$221K Buy
12,685
+808
+7% +$17.5K 0.04% 111
2020
Q2 		$277K Buy
11,877
+822
+7% +$19.7K 0.06% 99
2020
Q1 		$270K Buy
11,055
+1,862
+20% +$60.2K 0.07% 95
2019
Q4 		$347K Buy
9,193
+412
+5% +$15.6K 0.08% 88
2019
Q3 		$334K Buy
8,781
+569
+7% +$21.7K 0.09% 86
2019
Q2 		$337K Buy
8,212
+87
+1% +$3.65K 0.09% 83
2019
Q1 		$349K Buy
+8,125
New +$333K 0.1% 78

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Traphagen Investment Advisors's BP Position: Q2 2025 in Review

Traphagen Investment Advisors sold out of BP (BP) in Q2 2025, closing a stake of 6,066 shares — an estimated $205K sold.

Traphagen Investment Advisors first reported a position in BP in Q1 2019 and held it in 23 quarters. The position peaked at $383K in Q3 2021. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Traphagen Investment Advisors reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • Traphagen Investment Advisors sold 6,066 BP shares in Q2 2025, an estimated $205K.
  • Traphagen Investment Advisors first reported a position in BP in Q1 2019 and held it in 23 quarters.
  • Traphagen Investment Advisors's BP position peaked at $383K in Q3 2021.
  • 1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Traphagen Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.