BP — BP PLC ADR

Ownership history in Operose Advisors LLC  ·  9 quarters on record

AI Ownership Summary

Operose Advisors LLC reported BP PLC ADR (BP) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q3. The latest visible filing shows BP at 0.00% 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 Operose Advisors 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 Q3

BP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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.

BP stock page Operose Advisors LLC fund profile Operose Advisors LLC full holdings
How Operose Advisors LLC held BP — position size vs. price
% of Fund (quarterly)    BP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 130 — 0% 0.00% $4K 2025-11-12 $35.89
2025 Q2 REDUCED 130 -620 -82.7% 0.00% $4K 2025-08-14 $33.24
2025 Q1 ADDED 750 +636 +557.9% 0.01% $25K 2025-05-12 $28.51
2024 Q4 REDUCED 114 -453 -79.9% 0.00% $3K 2025-02-13 $32.12
2024 Q3 UNCHANGED 567 — 0% 0.01% $18K 2024-11-13 $26.61
2024 Q2 UNCHANGED 567 — 0% 0.01% $20K 2024-08-08 $30.26
2024 Q1 UNCHANGED 567 — 0% 0.01% $21K 2024-05-13 $34.02
2023 Q4 UNCHANGED 567 — 0% 0.01% $20K 2024-02-12 $32.13
2023 Q3 INITIATED 567 — — 0.01% $22K 2023-11-13 $31.49

🏢 Other funds also holding BP

As of 2025 Q4 — sorted by position size

KAHN BROTHERS GROUP INC 3Y 7Y 6.39% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 5.11% Dupree Financial Group, LLC 4.95% Long Focus Capital Management, LLC 3Y 4.66% Hiddenite Capital Partners LP 3Y 4.5% Financial Sense Advisors, Inc. 3Y 7Y 3.67% Immersion Capital LLP 3Y 7Y 3.56% Ruffer LLP 3Y 7Y 3.54% Huber Capital Management LLC 3Y 7Y 2.88% Yaupon Capital Management LP 3Y 7Y 2.8%

FAQ About Operose Advisors 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 Operose Advisors LLC reported owning BP?

Operose Advisors LLC reported BP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported BP position in Operose Advisors LLC's portfolio?

The largest reported portfolio weight for BP was 0.01% in 2023 Q3.

What is the latest reported BP position on this page?

The most recent filing on this page is 2025 Q3, when Operose Advisors LLC reported 130 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this BP ownership page compare?

The chart compares Operose Advisors 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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