BP shares owned by Heritage Trust
Historical chart of Heritage Trust investment in BP
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All positions including BP held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in BP by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $674k | 23k | 29.56 |
| 2024-06-30 | $919k | 25k | 36.10 |
| 2024-03-31 | $959k | 25k | 37.68 |
| 2023-12-31 | $927k | 26k | 35.40 |
| 2023-09-30 | $990k | 26k | 38.72 |
| 2023-06-30 | $903k | 26k | 35.29 |
| 2023-03-31 | $920k | 24k | 37.94 |
| 2022-12-31 | $847k | 24k | 34.93 |
| 2022-09-30 | $687k | 24k | 28.54 |
| 2022-06-30 | $684k | 24k | 28.34 |
| 2022-03-31 | $708k | 24k | 29.42 |
| 2021-12-31 | $641k | 24k | 26.63 |
| 2021-09-30 | $658k | 24k | 27.34 |
| 2021-06-30 | $868k | 33k | 26.42 |
| 2021-03-31 | $818k | 34k | 24.36 |
| 2019-12-31 | $302k | 8.0k | 37.77 |
| 2019-06-30 | $494k | 12k | 41.71 |
| 2019-03-31 | $518k | 12k | 43.73 |
| 2018-12-31 | $56k | 1.5k | 38.26 |
| 2018-09-30 | $41k | 900 | 45.00 |
| 2018-06-30 | $41k | 900 | 45.00 |
| 2018-03-31 | $36k | 900 | 40.00 |
| 2017-12-31 | $36k | 900 | 40.00 |
| 2017-09-30 | $38k | 989 | 38.06 |
| 2017-06-30 | $32k | 900 | 35.00 |
| 2017-03-31 | $24k | 700 | 34.29 |