BP shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of BP (BP) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in BP
Tip: Access up to 7 years of quarterly data
All positions including BP held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in BP by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 9.6k | 34.46 |
| 2025-06-30 | $286k | 9.6k | 29.93 |
| 2025-03-31 | $322k | 9.5k | 33.79 |
| 2024-12-31 | $290k | 9.8k | 29.56 |
| 2024-09-30 | $308k | 9.8k | 31.39 |
| 2024-06-30 | $391k | 11k | 36.10 |
| 2024-03-31 | $408k | 11k | 37.68 |
| 2023-12-31 | $392k | 11k | 35.40 |
| 2023-09-30 | $454k | 12k | 38.72 |
| 2023-06-30 | $414k | 12k | 35.29 |
| 2023-03-31 | $471k | 12k | 37.94 |
| 2022-12-31 | $412k | 12k | 34.93 |
| 2022-09-30 | $337k | 12k | 28.56 |
| 2022-06-30 | $346k | 12k | 28.36 |
| 2022-03-31 | $359k | 12k | 29.42 |
| 2021-12-31 | $321k | 12k | 26.64 |
| 2021-09-30 | $329k | 12k | 27.29 |
| 2021-06-30 | $320k | 12k | 26.39 |
| 2021-03-31 | $295k | 12k | 24.33 |
| 2020-12-31 | $249k | 12k | 20.53 |
| 2020-09-30 | $247k | 14k | 17.49 |
| 2020-06-30 | $282k | 13k | 22.47 |
| 2020-03-31 | $304k | 13k | 24.42 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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