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BP shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of BP (BP) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 6.1k 34.46
2025-03-31 $207k 6.1k 33.79
2024-06-30 $221k 6.1k 36.10

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding BP

Fisher Investments
State Street Corporation
Dimensional Fund Advisors
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BlackRock
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
Jane Street
Goldman Sachs Group
Susquehanna International
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Nomura Holdings
National Bank Of Canada /fi/

View all funds holding BP