BP BP PLC

Ownership history in Keystone Wealth Services, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in BP PLC (BP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2022 Q4)
Avg. % of fund
0.09%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,390 -1,511 -19.1% 0.05% $220K $33.55
2024 Q4 ADDED 7,901 +848 +12.0% 0.06% $234K $27.53
2024 Q3 REDUCED 7,053 -174 -2.4% 0.06% $221K $28.77
2024 Q2 UNCHANGED 7,227 0% 0.08% $261K $32.61
2024 Q1 UNCHANGED 7,227 0% 0.09% $272K $33.65
2023 Q4 REDUCED 7,227 -267 -3.6% 0.09% $256K $31.23
2023 Q3 UNCHANGED 7,494 0% 0.11% $290K $33.73
2023 Q2 UNCHANGED 7,494 0% 0.10% $264K $30.38
2023 Q1 REDUCED 7,494 -211 -2.7% 0.12% $284K $32.31
2022 Q4 ADDED 7,705 +2 +0.0% 0.12% $269K $29.46
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BP price (monthly, adj. close)
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