BP shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in BP
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Quarterly reported holdings in BP by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $261k | 6.9k | 37.68 |
| 2023-12-31 | $246k | 6.9k | 35.40 |
| 2023-09-30 | $269k | 6.9k | 38.72 |
| 2023-06-30 | $259k | 7.4k | 35.29 |
| 2023-03-31 | $278k | 7.3k | 37.94 |
| 2022-12-31 | $282k | 8.1k | 34.93 |
| 2022-09-30 | $224k | 7.8k | 28.56 |
| 2022-06-30 | $343k | 12k | 28.36 |
| 2022-03-31 | $414k | 14k | 29.39 |
| 2021-12-31 | $371k | 14k | 26.65 |
| 2021-09-30 | $386k | 14k | 27.32 |
| 2021-06-30 | $373k | 14k | 26.40 |
| 2021-03-31 | $352k | 15k | 24.36 |
| 2020-12-31 | $298k | 15k | 20.54 |