Rockbridge Investment Management, LCC »

BP shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of BP (BP) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $166k 4.7k 35.40
2021-12-31 $42k 1.6k 26.47
2021-09-30 $9.0k 325 27.69
2021-06-30 $2.0k 75 26.67
2021-03-31 $2.0k 75 26.67

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding BP

Fisher Investments
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Wellington Management Company
Goldman Sachs Group
Citadel Advisors
Robeco Investment Management
Bank of America Corporation
Millennium Management
T. Rowe Price Associates
Point72 Asset Management
Bnp Paribas Arbitrage, Snc
UBS Group
Bank Of Montreal
Nomura Holdings

View all funds holding BP