BP shares owned by Kingswood Wealth Advisors
Historical chart of Kingswood Wealth Advisors investment in BP
Tip: Access up to 7 years of quarterly data
All positions including BP held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in BP by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $605k | 17k | 34.73 |
| 2025-09-30 | $433k | 13k | 34.46 |
| 2025-06-30 | $275k | 9.2k | 29.93 |
| 2025-03-31 | $293k | 8.7k | 33.81 |
| 2024-12-31 | $471k | 16k | 29.56 |
| 2024-09-30 | $357k | 11k | 31.41 |
| 2024-06-30 | $289k | 8.0k | 36.10 |
| 2024-03-31 | $286k | 7.6k | 37.68 |
| 2023-12-31 | $290k | 8.2k | 35.40 |
| 2023-06-30 | $242k | 6.9k | 35.29 |