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BP shares owned by Forum Financial Management

Quarter-by-quarter ownership of BP (BP) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $872k 23k 37.68
2023-12-31 $814k 23k 35.40
2023-09-30 $875k 23k 38.72
2023-06-30 $797k 23k 35.29
2023-03-31 $856k 23k 37.94
2022-12-31 $897k 26k 34.93
2022-09-30 $730k 26k 28.53
2022-06-30 $738k 26k 28.34
2022-03-31 $696k 24k 29.38
2021-12-31 $630k 24k 26.61

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding BP

Morgan Stanley
Fisher Investments
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Goldman Sachs Group
BlackRock
Wellington Management Company
Millennium Management
Robeco Investment Management
Point72 Asset Management
Susquehanna International
T. Rowe Price Associates
Citadel Advisors
Mondrian Investment Partners
Bnp Paribas Arbitrage, Snc

View all funds holding BP