BP BP PLC

Ownership history in Straight Path Wealth Management  ·  18 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management 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
1.18% (2025 Q3)
Avg. % of fund
0.28%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,000 +8,500 +130.8% 0.14% $521K $34.29
2025 Q3 REDUCED 6,500 -33,500 -83.8% 1.18% $4.4M $33.55
2025 Q3 ADDED 40,000 +24,960 +166.0% 0.07% $245K $33.55
2025 Q2 UNCHANGED 15,040 0% 0.15% $450K $28.72
2025 Q1 UNCHANGED 15,040 0% 0.21% $508K $31.91
2024 Q4 REDUCED 15,040 -102 -0.7% 0.18% $445K $27.53
2024 Q3 ADDED 15,142 +3,000 +24.7% 0.20% $475K $28.77
2024 Q2 ADDED 12,142 +2,000 +19.7% 0.23% $438K $32.61
2024 Q1 UNCHANGED 10,142 0% 0.21% $382K $33.65
2023 Q4 UNCHANGED 10,142 0% 0.21% $359K $31.23
8 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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