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BP shares owned by Planning Solutions Group

Quarter-by-quarter ownership of BP (BP) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in BP

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All positions including BP held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $245k 5.9k 41.74
2019-03-31 $224k 5.1k 43.74

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SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding BP

Fisher Investments
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Millennium Management
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View all funds holding BP