BP shares owned by Holistic Planning
Historical chart of Holistic Planning investment in BP
Tip: Access up to 7 years of quarterly data
All positions including BP held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in BP by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 7.9k | 34.46 |
| 2025-06-30 | $221k | 7.4k | 29.93 |
| 2025-03-31 | $249k | 7.4k | 33.79 |
| 2024-12-31 | $218k | 7.4k | 29.56 |
| 2024-06-30 | $210k | 5.6k | 37.68 |
| 2024-03-31 | $210k | 5.6k | 37.68 |