TruWealth Advisors’s BP BP Stock Holding History

TruWealth 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
2024 Q4	–	Sell	-6,936	Closed	-$218K	–	165
2024 Q3	$218K	Hold	6,936	–	–	0.01%	153
2024 Q2	$250K	Hold	6,936	–	–	0.02%	144
2024 Q1	$261K	Hold	6,936	–	–	0.02%	140
2023 Q4	$246K	Hold	6,936	–	–	0.02%	135
2023 Q3	$269K	Sell	6,936 -415	-6%	-$15.4K	0.02%	122
2023 Q2	$259K	Buy	7,351 +23	+0.3%	+$851	0.02%	130
2023 Q1	$278K	Sell	7,328 -733	-9%	-$27.4K	0.03%	124
2022 Q4	$282K	Buy	8,061 +218	+3%	+$7.25K	0.03%	116
2022 Q3	$224K	Sell	7,843 -4,252	-35%	-$127K	0.02%	121
2022 Q2	$343K	Sell	12,095 -1,993	-14%	-$61.1K	0.04%	95
2022 Q1	$414K	Buy	14,088 +167	+1%	+$5.09K	0.04%	80
2021 Q4	$371K	Sell	13,921 -208	-1%	-$5.77K	0.04%	89
2021 Q3	$386K	Hold	14,129	–	–	0.04%	83
2021 Q2	$373K	Sell	14,129 -323	-2%	-$8.47K	0.04%	82
2021 Q1	$352K	Sell	14,452 -53	-0.4%	-$1.28K	0.05%	80
2020 Q4	$298K	Buy	+14,505	New	+$273K	0.04%	85

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

TruWealth Advisors's BP Position: Q4 2024 in Review

TruWealth Advisors sold out of BP (BP) in Q4 2024, closing a stake of 6,936 shares — an estimated $218K sold.

TruWealth Advisors first reported a position in BP in Q4 2020 and held it in 16 quarters. The position peaked at $414K in Q1 2022. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.

TruWealth Advisors reported no remaining BP position as of Q4 2024 after selling out during the quarter.
TruWealth Advisors sold 6,936 BP shares in Q4 2024, an estimated $218K.
TruWealth Advisors first reported a position in BP in Q4 2020 and held it in 16 quarters.
TruWealth Advisors's BP position peaked at $414K in Q1 2022.
1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.

Based on TruWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.