BP — BP PLC

Ownership history in WealthShield Partners, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
0.04% (2022 Q4)
Avg. % of fund
0.03%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,542 — 0% 0.03% $225K $33.55
2025 Q1 UNCHANGED 6,542 — 0% 0.03% $221K $31.91
2024 Q3 UNCHANGED 6,542 — 0% 0.03% $205K $28.77
2024 Q2 UNCHANGED 6,542 — 0% 0.04% $236K $32.61
2024 Q1 UNCHANGED 6,542 — 0% 0.04% $247K $33.65
2023 Q4 ADDED 6,542 +95 +1.5% 0.04% $232K $31.23
2023 Q3 UNCHANGED 6,447 — 0% 0.04% $250K $33.73
2023 Q2 ADDED 6,447 +55 +0.9% 0.03% $228K $30.38
2023 Q1 UNCHANGED 6,392 — 0% 0.04% $243K $32.31
2022 Q4 ADDED 6,392 +691 +12.1% 0.04% $223K $29.46
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% of Fund (quarterly)    BP price (monthly, adj. close)

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%
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