BP β€” BP PLC ADR

Ownership history in Inlight Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Inlight Wealth Management, LLC reported BP PLC ADR (BP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.98% in 2024 Q4. The latest visible filing shows BP at 0.96% 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 Inlight Wealth Management, LLC's position in BP PLC ADR, 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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% in 2024 Q4

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 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 Inlight Wealth Management, LLC held BP β€” position size vs. price
% of Fund (quarterly)    BP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 75,579 -2,768 -3.5% 0.96% $2.6M 2026-02-14 (Est.) $37.18
2025 Q3 REDUCED 78,347 -772 -1.0% 1.27% $2.7M 2025-10-28 $33.55
2025 Q2 REDUCED 79,119 -4,661 -5.6% 1.23% $2.4M 2025-07-22 $31.21
2025 Q1 REDUCED 83,780 -18,158 -17.8% 1.75% $2.8M 2025-04-22 $27.26
2024 Q4 INITIATED 101,938 β€” β€” 1.98% $3.0M 2025-02-13 $32.12

FAQ About Inlight Wealth Management, LLC and BP

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

How long has Inlight Wealth Management, LLC reported owning BP?

Inlight Wealth Management, LLC reported BP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BP position in Inlight Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BP was 1.98% in 2024 Q4.

What is the latest reported BP position on this page?

The most recent filing on this page is 2025 Q4, when Inlight Wealth Management, LLC reported 75,579 shares, equal to 0.96% of portfolio, with an estimated market value of $2.6M.

What does the chart on this BP ownership page compare?

The chart compares Inlight Wealth Management, LLC'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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