WG
BPT

Welch Group’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Welch Group’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-33,759
Closed -$16.9K – 301
2025
Q2 		$16.9K Hold
33,759
– – ﹤0.01% 278
2025
Q1 		$18.8K Hold
33,759
– – ﹤0.01% 262
2024
Q4 		$18.6K Hold
33,759
– – ﹤0.01% 261
2024
Q3 		$35.4K Buy
33,759
+12,700
+60% +$21.7K ﹤0.01% 266
2024
Q2 		$52.2K Hold
21,059
– – ﹤0.01% 262
2024
Q1 		$51K Hold
21,059
– – ﹤0.01% 230
2023
Q4 		$51.8K Buy
21,059
+4,500
+27% +$18.3K ﹤0.01% 221
2023
Q3 		$118K Hold
16,559
– – 0.01% 205
2023
Q2 		$75.3K Buy
16,559
+980
+6% +$5.89K ﹤0.01% 208
2023
Q1 		$118K Buy
15,579
+4,680
+43% +$50K 0.01% 205
2022
Q4 		$127K Hold
10,899
– – 0.01% 210
2022
Q3 		$130K Hold
10,899
– – 0.01% 172
2022
Q2 		$223K Hold
10,899
– – 0.01% 182
2022
Q1 		$163K Hold
10,899
– – 0.01% 209
2021
Q4 		$43K Buy
+10,899
New +$43.5K ﹤0.01% 215
2014
Q4 		– Sell
-1,394
Closed -$131K – 144
2014
Q3 		$131K Buy
1,394
+71
+5% +$6.63K 0.03% 126
2014
Q2 		$131K Buy
+1,323
New +$120K 0.03% 129

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Welch Group's BPT Position: Q3 2025 in Review

Welch Group sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 33,759 shares — an estimated $16.9K sold.

Welch Group first reported a position in BPT in Q2 2014 and held it in 17 quarters. The position peaked at $223K in Q2 2022. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • Welch Group reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Welch Group sold 33,759 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $16.9K.
  • Welch Group first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2014 and held it in 17 quarters.
  • Welch Group's BP Prudhoe Bay Royalty Trust position peaked at $223K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

Based on Welch Group's 13F filing for Q3 2025, filed 14 Oct 2025.