49 Wealth Management »

BP shares owned by 49 Wealth Management

Quarter-by-quarter ownership of BP (BP) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in BP

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All positions including BP held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 9.3k 34.46
2025-06-30 $354k 12k 29.93
2025-03-31 $396k 12k 33.79
2024-12-31 $358k 12k 29.56

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding BP

Fisher Investments
State Street Corporation
Dimensional Fund Advisors
Citadel Advisors
BlackRock
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Jane Street
Goldman Sachs Group
Susquehanna International
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Nomura Holdings
National Bank Of Canada /fi/

View all funds holding BP