BP — BP PLC

Ownership history in XML Financial, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which XML Financial, 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
1.61% (2019 Q4)
Avg. % of fund
0.32%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,000 -77 -2.5% 0.01% $103K $33.55
2025 Q3 REDUCED 3,077 -4,614 -60.0% 0.01% $106K $33.55
2023 Q4 REDUCED 7,691 -991 -11.4% 0.03% $272K $31.23
2023 Q3 REDUCED 8,682 -36 -0.4% 0.04% $336K $33.73
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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