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BP shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in BP

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

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Quarterly reported holdings in BP by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 40k 37.68
2023-12-31 $1.4M 39k 35.40
2023-09-30 $1.5M 39k 38.72
2023-06-30 $1.4M 39k 35.29
2023-03-31 $1.1M 28k 37.94
2022-12-31 $899k 26k 34.93

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding BP

Fisher Investments
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Robeco Investment Management
Bank of America Corporation
Millennium Management
T. Rowe Price Associates
Point72 Asset Management
Bnp Paribas Arbitrage, Snc
UBS Group
Bank Of Montreal
Nomura Holdings

View all funds holding BP