Partners Wealth Management »

BP shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Partners Wealth Management 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $699k 20k 34.46
2025-06-30 $840k 25k 33.81
2025-03-31 $840k 25k 33.79

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

Top funds holding BP

Fisher Investments
State Street Corporation
Dimensional Fund Advisors
Citadel Advisors
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