EverSource Wealth Advisors »

BP shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in BP

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BP by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $534k 15k 35.39
2024-03-31 $566k 15k 38.77
2023-12-31 $469k 13k 35.40
2023-09-30 $500k 13k 38.72
2023-06-30 $471k 13k 35.29
2023-03-31 $498k 13k 37.94
2022-12-31 $446k 13k 34.93
2022-09-30 $385k 13k 29.10
2022-06-30 $216k 7.6k 28.45
2022-03-31 $189k 6.4k 29.60
2021-12-31 $173k 6.5k 26.70

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

Top funds holding BP

Fisher Investments
Arrowstreet Capital, Limited Partnership
State Street Corporation
Morgan Stanley
Dimensional Fund Advisors
BlackRock
Goldman Sachs Group
Bank of America Corporation
Robeco Investment Management
T. Rowe Price Associates
Citadel Advisors
Hsbc Holdings
Susquehanna International
Mondrian Investment Partners
Point72 Asset Management

View all funds holding BP