BP shares owned by Xcel Wealth Management
Historical chart of Xcel Wealth Management investment in BP
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All positions including BP held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in BP by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $320k | 10k | 31.39 |
| 2024-06-30 | $365k | 10k | 36.10 |
| 2024-03-31 | $399k | 11k | 37.68 |
| 2023-12-31 | $379k | 11k | 35.40 |
| 2023-09-30 | $413k | 11k | 38.72 |
| 2023-06-30 | $469k | 13k | 35.29 |
| 2023-03-31 | $521k | 14k | 37.94 |
| 2022-12-31 | $480k | 14k | 34.93 |
| 2022-09-30 | $396k | 14k | 28.58 |
| 2022-06-30 | $427k | 15k | 28.37 |
| 2022-03-31 | $442k | 15k | 29.38 |
| 2021-12-31 | $438k | 16k | 26.64 |
| 2021-09-30 | $775k | 28k | 27.35 |
| 2021-06-30 | $685k | 26k | 26.41 |
| 2021-03-31 | $394k | 16k | 24.34 |
| 2020-12-31 | $414k | 20k | 20.51 |
| 2020-09-30 | $747k | 43k | 17.45 |
| 2020-06-30 | $1.9M | 81k | 23.32 |
| 2020-03-31 | $2.5M | 103k | 24.39 |
| 2019-12-31 | $5.1M | 136k | 37.74 |
| 2019-09-30 | $4.9M | 129k | 37.99 |
| 2019-06-30 | $3.7M | 88k | 41.69 |
| 2019-03-31 | $3.5M | 81k | 43.71 |
| 2018-12-31 | $2.8M | 73k | 37.91 |
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