WFA Asset Management’s BP BP Stock Holding History

WFA Asset Management’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 Q3	$70K	Buy	2,229 +58	+3%	+$1.94K	0.04%	82
2025 Q2	$78.4K	Buy	2,171 +25	+1%	+$733	0.04%	79
2025 Q1	$80.9K	Sell	2,146 -120	-5%	-$3.92K	0.04%	83
2024 Q4	$67K	Buy	2,266 +37	+2%	+$1.11K	0.04%	94
2024 Q3	$70K	Buy	2,229 +58	+3%	+$1.96K	0.04%	83
2024 Q2	$78.4K	Buy	2,171 +25	+1%	+$937	0.04%	79
2024 Q1	$80.9K	Hold	2,146	–	–	0.04%	83
2023 Q4	$76K	Buy	2,146 +26	+1%	+$952	0.04%	73
2023 Q3	$82.1K	Buy	2,120 +24	+1%	+$891	0.05%	77
2023 Q2	$74K	Buy	2,096 +44	+2%	+$1.63K	0.04%	80
2023 Q1	$77.9K	Hold	2,052	–	–	0.05%	82
2022 Q4	$71.7K	Buy	2,052 +21	+1%	+$699	0.05%	81
2022 Q3	$58K	Sell	2,031 -1,511	-43%	-$45K	0.04%	81
2022 Q2	$100K	Buy	3,542 +40	+1%	+$1.23K	0.07%	68
2022 Q1	$103K	Buy	3,502 +38	+1%	+$1.16K	0.07%	68
2021 Q4	$92.2K	Buy	+3,464	New	+$96.1K	0.06%	67

Other funds holding BP

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WFA Asset Management's BP Position: Q3 2025 in Review

WFA Asset Management increased its BP (BP) stake by 2.7% in Q3 2025, buying an estimated $1.94K and bringing the position to 2,229 shares worth $70K. The position accounts for 0.04% of the portfolio, ranked #82.

WFA Asset Management first reported a position in BP in Q4 2021 and has held it in 16 quarters since. The position peaked at $103K in Q1 2022. 1,109 funds tracked by Wall St. Rank hold BP as of Q3 2025.

WFA Asset Management held 2,229 shares of BP worth $70K as of Q3 2025.
WFA Asset Management bought 58 BP shares in Q3 2025, an estimated $1.94K.
BP made up 0.04% of WFA Asset Management's portfolio in Q3 2025, its #82 holding.
WFA Asset Management first reported a position in BP in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's BP position peaked at $103K in Q1 2022.
1,109 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.