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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,077 | +77 | +2.6% | 0.01% | $106K | $33.55 |
| 2025 Q3 | REDUCED | 3,000 | -4,691 | -61.0% | 0.01% | $103K | $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 |
| 2023 Q2 | REDUCED | 8,718 | -750 | -7.9% | 0.04% | $308K | $30.38 |
| 2023 Q1 | UNCHANGED | 9,468 | — | 0% | 0.04% | $359K | $32.31 |
| 2022 Q4 | REDUCED | 9,468 | -341 | -3.5% | 0.04% | $331K | $29.46 |
| 2022 Q3 | REDUCED | 9,809 | -568 | -5.5% | 0.04% | $280K | $23.82 |
| 2022 Q1 | ADDED | 10,377 | +1,322 | +14.6% | 0.04% | $305K | $23.98 |
| 2021 Q4 | REDUCED | 9,055 | -30,483 | -77.1% | 0.03% | $241K | $21.50 |
As of 2025 Q4 — sorted by position size