BP PLC
CIK 313807 · View on SEC EDGAR ↗
- Portfolio value
- $17.7M
- Positions
- 1
- As of
- March 31, 2026 Data as of Q1 2026
#8,222 of 8,643 by 13F value · top 95.1%
Portfolio value QoQ: +5.5% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 1
- Effective number of positions
- 1.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $68,241 · sells $0
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held
- New positions
- 1
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financial Services
100.0%
Full portfolio 2 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CME CME Group Inc. - Class A Common Stock | $15,757,800 | 99.57% | 60,000 | $-1,963,200 | |||
| WLTH Wealthfront Corporation - Common Stock | $68,241 | 0.43% | 6,928 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| WLTH | $68,241 | 6,928 | 0.43% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CME | Price move only | +0 | -$2.0M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PONY | Sept. 30, 2025 | 26,186 | $345,655 | -65.9% |