XF
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XML Financial’s BP BP Stock Holding History

XML Financial’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
Q4 		– Sell
-3,077
Closed -$106K – 446
2025
Q3 		$106K Buy
+3,077
New +$103K 0.01% 385
2024
Q1 		– Sell
-7,691
Closed -$272K – 341
2023
Q4 		$272K Sell
7,691
-991
-11% -$36.3K 0.03% 275
2023
Q3 		$336K Sell
8,682
-36
-0.4% -$1.34K 0.04% 245
2023
Q2 		$308K Sell
8,718
-750
-8% -$27.8K 0.04% 268
2023
Q1 		$359K Hold
9,468
– – 0.04% 246
2022
Q4 		$331K Sell
9,468
-341
-3% -$11.3K 0.04% 243
2022
Q3 		$280K Buy
+9,809
New +$292K 0.04% 258
2022
Q2 		– Sell
-10,377
Closed -$305K – 246
2022
Q1 		$305K Buy
10,377
+1,322
+15% +$40.3K 0.04% 258
2021
Q4 		$241K Sell
9,055
-30,483
-77% -$846K 0.03% 284
2021
Q3 		$1.08M Buy
39,538
+3,162
+9% +$79.2K 0.14% 141
2021
Q2 		$961K Sell
36,376
-654
-2% -$17.1K 0.21% 90
2021
Q1 		$902K Sell
37,030
-466
-1% -$11.2K 0.22% 93
2020
Q4 		$769K Sell
37,496
-78,066
-68% -$1.47M 0.2% 98
2020
Q3 		$2.02M Sell
115,562
-15,873
-12% -$344K 0.63% 39
2020
Q2 		$3.06M Buy
131,435
+2,189
+2% +$52.5K 1.06% 26
2020
Q1 		$3.15M Buy
129,246
+11,782
+10% +$381K 1.36% 24
2019
Q4 		$4.43M Buy
+117,464
New +$4.46M 1.61% 18

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAU
Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

XML Financial's BP Position: Q4 2025 in Review

XML Financial sold out of BP (BP) in Q4 2025, closing a stake of 3,077 shares — an estimated $106K sold.

XML Financial first reported a position in BP in Q4 2019 and held it in 17 quarters. The position peaked at $4.43M in Q4 2019. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

  • XML Financial reported no remaining BP position as of Q4 2025 after selling out during the quarter.
  • XML Financial sold 3,077 BP shares in Q4 2025, an estimated $106K.
  • XML Financial first reported a position in BP in Q4 2019 and held it in 17 quarters.
  • XML Financial's BP position peaked at $4.43M in Q4 2019.
  • 1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.