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White Wing Wealth Management’s BP BP Stock Holding History

White Wing Wealth 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 		– Sell
-7,110
Closed -$213K – 35
2025
Q2 		$213K Sell
7,110
-4,631
-39% -$136K 0.14% 30
2025
Q1 		$333K Buy
11,741
+3,225
+38% +$105K 0.26% 20
2024
Q4 		$252K Sell
8,516
-4,866
-36% -$146K 0.19% 25
2024
Q3 		$420K Sell
13,382
-99
-0.7% -$3.35K 0.32% 19
2024
Q2 		$487K Hold
13,481
– – 0.39% 19
2024
Q1 		$511K Hold
13,481
– – 0.42% 24
2023
Q4 		$478K Buy
+13,481
New +$494K 0.44% 18

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

White Wing Wealth Management's BP Position: Q3 2025 in Review

White Wing Wealth Management sold out of BP (BP) in Q3 2025, closing a stake of 7,110 shares — an estimated $213K sold.

White Wing Wealth Management first reported a position in BP in Q4 2023 and held it in 7 quarters. The position peaked at $511K in Q1 2024. 1,110 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • White Wing Wealth Management reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • White Wing Wealth Management sold 7,110 BP shares in Q3 2025, an estimated $213K.
  • White Wing Wealth Management first reported a position in BP in Q4 2023 and held it in 7 quarters.
  • White Wing Wealth Management's BP position peaked at $511K in Q1 2024.
  • 1,110 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on White Wing Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.