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BP shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth investment in BP

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BP by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 37k 34.46
2025-06-30 $242k 8.1k 29.93
2025-03-31 $1.0M 30k 33.79
2024-12-31 $728k 25k 29.56

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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Ishares Tr S&p 100 Etf (OEF)
Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family Wealth

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