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Wiser Advisor Group’s BP BP Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-35
Closed -$1.19K – 71
2025
Q1 		$1.19K Sell
35
-41
-54% -$1.34K ﹤0.01% 249
2024
Q4 		$2.23K Buy
76
+1
+1% +$30 ﹤0.01% 236
2024
Q3 		$2.35K Hold
75
– – ﹤0.01% 234
2024
Q2 		$2.69K Buy
75
+1
+1% +$37 ﹤0.01% 242
2024
Q1 		$2.79K Sell
74
-7
-9% -$251 ﹤0.01% 247
2023
Q4 		$2.86K Buy
+81
New +$2.97K ﹤0.01% 247

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wiser Advisor Group's BP Position: Q2 2025 in Review

Wiser Advisor Group sold out of BP (BP) in Q2 2025, closing a stake of 35 shares — an estimated $1.19K sold.

Wiser Advisor Group first reported a position in BP in Q4 2023 and held it in 6 quarters. The position peaked at $2.86K in Q4 2023. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Wiser Advisor Group reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 35 BP shares in Q2 2025, an estimated $1.19K.
  • Wiser Advisor Group first reported a position in BP in Q4 2023 and held it in 6 quarters.
  • Wiser Advisor Group's BP position peaked at $2.86K in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.