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BP shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of BP (BP) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in BP

Tip: Access up to 7 years of quarterly data

All positions including BP held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BP by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 1.0k 38.46
2023-09-30 $40k 1.0k 38.46

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Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Jpn Etf New (EWJ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Air Products & Chemicals (APD)
Apple (AAPL)
Walt Disney Company (DIS)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Briaud Financial Planning

Top funds holding BP

Morgan Stanley
Fisher Investments
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Goldman Sachs Group
BlackRock
Wellington Management Company
Millennium Management
Robeco Investment Management
Point72 Asset Management
Susquehanna International
T. Rowe Price Associates
Citadel Advisors
Mondrian Investment Partners
Bnp Paribas Arbitrage, Snc

View all funds holding BP