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BP shares owned by PDS Planning

Quarter-by-quarter ownership of BP (BP) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 8.2k 37.68
2023-12-31 $258k 7.3k 35.40
2023-09-30 $297k 7.7k 38.72
2023-06-30 $257k 7.3k 35.29
2023-03-31 $281k 7.4k 37.94

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding BP

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

View all funds holding BP