DB Fitzpatrick & Co, Inc BP β€” British Petroleum

Ownership history in DB Fitzpatrick & Co, Inc  Β·  3 quarters on record

AI Ownership Summary

DB Fitzpatrick & Co, Inc reported British Petroleum (BP) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.83% in 2025 Q3. The latest visible filing shows BP at 0.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DB Fitzpatrick & Co, Inc's position in British Petroleum, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BP was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DB Fitzpatrick & Co, Inc held BP β€” position size vs. price
% of Fund (quarterly)    BP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 26,483 -300 -1.1% 0.82% $920K 2026-01-15 $34.70
2025 Q3 ADDED β€” β€” β€” 26,783 +11,791 +78.6% 0.83% $923K 2025-10-14 $32.24
2025 Q2 INITIATED β€” β€” β€” 14,992 β€” β€” 0.40% $449K 2025-07-15 $30.58

FAQ About DB Fitzpatrick & Co, Inc and BP

These are the practical questions this page is built to answer before you even open the full history table.

How long has DB Fitzpatrick & Co, Inc reported owning BP?

DB Fitzpatrick & Co, Inc reported BP across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BP position in DB Fitzpatrick & Co, Inc's portfolio?

The largest reported portfolio weight for BP was 0.83% in 2025 Q3.

What is the latest reported BP position on this page?

The most recent filing on this page is 2025 Q4, when DB Fitzpatrick & Co, Inc reported 26,483 shares, equal to 0.82% of portfolio, with an estimated market value of $920K.

What does the chart on this BP ownership page compare?

The chart compares DB Fitzpatrick & Co, Inc's quarterly BP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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