BP shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of BP (BP) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in BP
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Quarterly reported holdings in BP by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $233k | 7.8k | 29.93 |
| 2025-03-31 | $278k | 8.2k | 33.79 |
| 2024-12-31 | $241k | 8.2k | 29.56 |
| 2024-09-30 | $253k | 8.1k | 31.39 |
| 2024-06-30 | $266k | 7.4k | 36.10 |
| 2024-03-31 | $276k | 7.3k | 37.68 |
| 2023-12-31 | $259k | 7.3k | 35.40 |
| 2023-09-30 | $578k | 15k | 38.72 |
| 2023-06-30 | $18k | 510 | 35.29 |
| 2023-03-31 | $547k | 14k | 37.94 |
| 2022-12-31 | $793k | 20k | 40.61 |
| 2022-09-30 | $636k | 17k | 37.50 |
| 2022-03-31 | $480k | 19k | 25.00 |
More positions owned by WealthPlan Investment Management
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