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tru Independence’s BP BP Stock Holding History

tru Independence’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
2026
Q1 		– Sell
-113,240
Closed -$3.93M – 106
2025
Q4 		$3.93M Sell
113,240
-510
-0.4% -$17.9K 0.99% 44
2025
Q3 		$3.92M Buy
113,750
+1,260
+1% +$42.2K 1.02% 46
2025
Q2 		$3.37M Buy
112,490
+3,058
+3% +$89.7K 0.97% 45
2025
Q1 		$3.7M Buy
109,432
+6,975
+7% +$228K 1.15% 42
2024
Q4 		$3.03M Sell
102,457
-2,564
-2% -$77K 0.95% 45
2024
Q3 		$3.3M Buy
105,021
+1,216
+1% +$41.1K 0.97% 49
2024
Q2 		$3.75M Sell
103,805
-815
-0.8% -$30.5K 1.13% 48
2024
Q1 		$3.94M Sell
104,620
-271
-0.3% -$9.72K 1.16% 47
2023
Q4 		$3.71M Sell
104,891
-3,133
-3% -$115K 1.13% 47
2023
Q3 		$4.18M Sell
108,024
-1,466
-1% -$54.4K 1.45% 34
2023
Q2 		$3.86M Buy
109,490
+1,712
+2% +$63.4K 1.27% 39
2023
Q1 		$4.09M Sell
107,778
-9,380
-8% -$350K 1.32% 39
2022
Q4 		$4.09M Sell
117,158
-3,874
-3% -$129K 1.33% 43
2022
Q3 		$3.46M Sell
121,032
-3,450
-3% -$103K 1.22% 46
2022
Q2 		$3.53M Sell
124,482
-10,886
-8% -$334K 1.13% 47
2022
Q1 		$3.98M Sell
135,368
-542
-0.4% -$16.5K 1.08% 48
2021
Q4 		$3.62M Buy
135,910
+1,367
+1% +$37.9K 0.99% 51
2021
Q3 		$3.68M Buy
134,543
+1,932
+1% +$48.4K 1.03% 53
2021
Q2 		$3.5M Buy
132,611
+5,698
+4% +$149K 1.03% 51
2021
Q1 		$3.09M Buy
126,913
+126,209
+17,927% +$3.04M 0.58% 65
2020
Q4 		$14 Sell
704
-152,581
-100% -$2.88M ﹤0.01% 558
2020
Q3 		$2.68M Sell
153,285
-16,681
-10% -$361K 0.76% 53
2020
Q2 		$3.96M Buy
169,966
+9,752
+6% +$234K 0.57% 42
2020
Q1 		$3.91M Sell
160,214
-134,095
-46% -$4.34M 0.64% 35
2019
Q4 		$8.97M Buy
+294,309
New +$11.2M 1.29% 18

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

tru Independence's BP Position: Q1 2026 in Review

tru Independence sold out of BP (BP) in Q1 2026, closing a stake of 113,240 shares — an estimated $3.93M sold.

tru Independence first reported a position in BP in Q4 2019 and held it in 25 quarters. The position peaked at $8.97M in Q4 2019. 1,261 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • tru Independence reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 113,240 BP shares in Q1 2026, an estimated $3.93M.
  • tru Independence first reported a position in BP in Q4 2019 and held it in 25 quarters.
  • tru Independence's BP position peaked at $8.97M in Q4 2019.
  • 1,261 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.