WESPAC Advisors SoCal’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,786
| Closed | -$276K | – | 101 |
|
|
2024
Q3 | $276K | Buy |
8,786
+700
| +9% | +$23.7K | 0.06% | 89 |
|
|
2024
Q2 | $292K | Hold |
8,086
| – | – | 0.07% | 78 |
|
|
2024
Q1 | $305K | Sell |
8,086
-500
| -6% | -$17.9K | 0.08% | 80 |
|
|
2023
Q4 | $304K | Sell |
8,586
-1,210
| -12% | -$44.3K | 0.09% | 82 |
|
|
2023
Q3 | $379K | Sell |
9,796
-500
| -5% | -$18.6K | 0.13% | 68 |
|
|
2023
Q2 | $363K | Hold |
10,296
| – | – | 0.12% | 74 |
|
|
2023
Q1 | $391K | Hold |
10,296
| – | – | 0.13% | 76 |
|
|
2022
Q4 | $360K | Hold |
10,296
| – | – | 0.13% | 75 |
|
|
2022
Q3 | $343K | Hold |
10,296
| – | – | 0.14% | 62 |
|
|
2022
Q2 | $292K | Sell |
10,296
-1,500
| -13% | -$46K | 0.11% | 73 |
|
|
2022
Q1 | $347K | Hold |
11,796
| – | – | 0.11% | 76 |
|
|
2021
Q4 | $375K | Hold |
11,796
| – | – | 0.11% | 71 |
|
|
2021
Q3 | $335K | Buy |
11,796
+1,300
| +12% | +$32.6K | 0.11% | 76 |
|
|
2021
Q2 | $277K | Sell |
10,496
-1,200
| -10% | -$31.5K | 0.09% | 79 |
|
|
2021
Q1 | $285K | Buy |
11,696
+600
| +5% | +$14.4K | 0.11% | 69 |
|
|
2020
Q4 | $228K | Buy |
11,096
+600
| +6% | +$11.3K | 0.09% | 71 |
|
|
2020
Q3 | $182K | Sell |
10,496
-500
| -5% | -$10.8K | 0.09% | 72 |
|
|
2020
Q2 | $247K | Sell |
10,996
-401
| -4% | -$9.63K | 0.11% | 69 |
|
|
2020
Q1 | $267K | Sell |
11,397
-399
| -3% | -$12.9K | 0.15% | 60 |
|
|
2019
Q4 | $445K | Sell |
11,796
-5,000
| -30% | -$190K | 0.21% | 59 |
|
|
2019
Q3 | $638K | Buy |
16,796
+11,919
| +244% | +$455K | 0.32% | 49 |
|
|
2019
Q2 | $199K | Hold |
4,877
| – | – | 0.11% | 84 |
|
|
2019
Q1 | $209K | Sell |
4,877
-71
| -1% | -$2.91K | 0.12% | 86 |
|
|
2018
Q4 | $181K | Sell |
4,948
-75
| -1% | -$2.99K | 0.11% | 80 |
|
|
2018
Q3 | $221K | Sell |
5,023
-73
| -1% | -$3.05K | 0.11% | 82 |
|
|
2018
Q2 | $218K | Sell |
5,096
-66
| -1% | -$2.77K | 0.13% | 82 |
|
|
2018
Q1 | $194K | Sell |
5,162
-77
| -1% | -$2.9K | 0.11% | 82 |
|
|
2017
Q4 | $201K | Sell |
5,239
-79
| -1% | -$2.86K | 0.11% | 83 |
|
|
2017
Q3 | $184K | Sell |
5,318
-92
| -2% | -$2.92K | 0.11% | 89 |
|
|
2017
Q2 | $166K | Buy |
5,410
+25
| +0.5% | +$778 | 0.11% | 89 |
|
|
2017
Q1 | $162K | Sell |
5,385
-97
| -2% | -$2.95K | 0.1% | 91 |
|
|
2016
Q4 | $176K | Sell |
5,482
-99
| -2% | -$2.98K | 0.11% | 87 |
|
|
2016
Q3 | $165K | Hold |
5,581
| – | – | 0.11% | 83 |
|
|
2016
Q2 | $167K | Hold |
5,581
| – | – | 0.11% | 83 |
|
|
2016
Q1 | $142K | Hold |
5,581
| – | – | 0.1% | 79 |
|
|
2015
Q4 | $146K | Buy |
+5,581
| New | +$159K | 0.1% | 89 |
|
Other funds holding BP
WESPAC Advisors SoCal's BP Position: Q4 2024 in Review
WESPAC Advisors SoCal sold out of BP (BP) in Q4 2024, closing a stake of 8,786 shares — an estimated $276K sold.
WESPAC Advisors SoCal first reported a position in BP in Q4 2015 and held it in 36 quarters. The position peaked at $638K in Q3 2019. 1,084 funds tracked by Wall St. Rank hold BP as of Q4 2024.
- WESPAC Advisors SoCal reported no remaining BP position as of Q4 2024 after selling out during the quarter.
- WESPAC Advisors SoCal sold 8,786 BP shares in Q4 2024, an estimated $276K.
- WESPAC Advisors SoCal first reported a position in BP in Q4 2015 and held it in 36 quarters.
- WESPAC Advisors SoCal's BP position peaked at $638K in Q3 2019.
- 1,084 funds tracked by Wall St. Rank held BP as of Q4 2024.
Based on WESPAC Advisors SoCal's 13F filing for Q4 2024, filed 27 Jan 2025.