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BP shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in BP

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BP by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $402k 12k 34.73
2025-09-30 $406k 12k 34.46
2025-06-30 $399k 12k 33.79
2025-03-31 $399k 12k 33.79
2024-12-31 $349k 12k 29.56

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Aegis Wealth Management

Top funds holding BP

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Healthcare Of Ontario Pension Plan Trust Fund
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