BP β€” BP PLC

Ownership history in Fairtree Asset Management (Pty) Ltd  Β·  4 quarters on record

AI Ownership Summary

Fairtree Asset Management (Pty) Ltd reported BP PLC (BP) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 1.25% in 2025 Q2. The latest visible filing shows BP at 0.57% 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 Fairtree Asset Management (Pty) Ltd's position in BP PLC, 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 Q3

BP was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Fairtree Asset Management (Pty) Ltd held BP β€” position size vs. price
% of Fund (quarterly)    BP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25,405 -29,948 -54.1% 0.57% $875K 2025-11-12 $35.89
2025 Q2 ADDED 55,353 +41,482 +299.1% 1.25% $1.7M 2025-08-13 $32.93
2025 Q1 REDUCED 13,871 -26,959 -66.0% 0.38% $469K 2025-05-15 $28.44
2024 Q4 INITIATED 40,830 β€” β€” 1.15% $1.2M 2025-03-21 $32.63

FAQ About Fairtree Asset Management (Pty) Ltd and BP

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

How long has Fairtree Asset Management (Pty) Ltd reported owning BP?

Fairtree Asset Management (Pty) Ltd reported BP across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BP position in Fairtree Asset Management (Pty) Ltd's portfolio?

The largest reported portfolio weight for BP was 1.25% in 2025 Q2.

What is the latest reported BP position on this page?

The most recent filing on this page is 2025 Q3, when Fairtree Asset Management (Pty) Ltd reported 25,405 shares, equal to 0.57% of portfolio, with an estimated market value of $875K.

What does the chart on this BP ownership page compare?

The chart compares Fairtree Asset Management (Pty) Ltd'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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