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
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All positions including BP held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in BP by Schwarz Dygos Wheeler Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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