BP β€” BP PLC

Ownership history in Willis Johnson & Associates, Inc.  Β·  21 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported BP PLC (BP) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.86% in 2024 Q2. The latest visible filing shows BP at 0.69% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Willis Johnson & Associates, Inc.'s position in BP PLC, 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 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q2

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

Time in book
Holding Window
2023 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 Willis Johnson & Associates, Inc. held BP β€” position size vs. price
% of Fund (quarterly)    BP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 321,246 -13,855 -4.1% 0.69% $11.2M 2026-02-14 (Est.) $37.18
2025 Q3 ADDED 335,101 +7,225 +2.2% 0.71% $11.5M 2025-11-06 $34.88
2025 Q2 ADDED 327,876 +14,324 +4.6% 0.67% $9.8M 2025-08-13 $32.93
2025 Q1 ADDED 313,552 +20,805 +7.1% 0.80% $10.6M 2025-05-15 $28.44
2024 Q4 ADDED 292,747 +3,648 +1.3% 0.66% $8.7M 2025-02-14 $32.60
2024 Q3 REDUCED 289,099 -1,988 -0.7% 0.69% $9.1M 2024-10-31 $26.91
2024 Q2 ADDED 291,087 +196,112 +206.5% 0.86% $10.5M 2024-08-01 $31.40
2024 Q1 ADDED 94,975 +28,255 +42.3% 0.31% $3.6M 2024-04-19 $34.40
2023 Q4 REDUCED 66,720 -2,478 -3.6% 0.22% $2.4M 2024-01-12 $30.75
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Willis Johnson & Associates, Inc. and BP

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

How long has Willis Johnson & Associates, Inc. reported owning BP?

Willis Johnson & Associates, Inc. reported BP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BP position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BP was 0.86% in 2024 Q2.

What is the latest reported BP position on this page?

The most recent filing on this page is 2025 Q4, when Willis Johnson & Associates, Inc. reported 321,246 shares, equal to 0.69% of portfolio, with an estimated market value of $11.2M.

What does the chart on this BP ownership page compare?

The chart compares Willis Johnson & Associates, Inc.'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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