A detailed history of Goal Vest Advisory LLC transactions in Bp PLC stock. As of the latest transaction made, Goal Vest Advisory LLC holds 545 shares of BP stock, worth $16,001. This represents 0.01% of its overall portfolio holdings.

Number of Shares
545
Previous 1,534 64.47%
Holding current value
$16,001
Previous $57,000 66.67%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$34.89 - $39.65 $34,506 - $39,213
-989 Reduced 64.47%
545 $19,000
Q4 2023

Jan 02, 2024

SELL
$34.68 - $40.81 $17,444 - $20,527
-503 Reduced 24.69%
1,534 $54,000
Q3 2023

Oct 10, 2023

BUY
$34.79 - $39.48 $626 - $710
18 Added 0.89%
2,037 $78,000
Q2 2023

Jul 17, 2023

BUY
$33.71 - $40.65 $16,349 - $19,715
485 Added 31.62%
2,019 $71,000
Q3 2022

Oct 11, 2022

SELL
$4.82 - $32.47 $501 - $3,376
-104 Reduced 6.35%
1,534 $44,000
Q2 2022

Jul 06, 2022

BUY
$27.36 - $34.19 $29,904 - $37,369
1,093 Added 200.55%
1,638 $44,000
Q1 2022

May 03, 2022

SELL
$27.37 - $33.34 $61,281 - $74,648
-2,239 Reduced 80.42%
545 $16,000
Q2 2021

Sep 01, 2021

BUY
$24.26 - $28.38 $121 - $141
5 Added 0.18%
2,784 $74,000
Q1 2021

May 13, 2021

BUY
$20.75 - $26.96 $103 - $134
5 Added 0.18%
2,779 $68,000
Q4 2020

Jan 28, 2021

BUY
$14.9 - $22.41 $41,332 - $62,165
2,774 New
2,774 $57,000

Others Institutions Holding BP

About BP PLC


  • Ticker BP
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,064,499,968
  • Market Cap $90B
  • Description
  • BP p.l.c. engages in the energy business worldwide. It operates through Gas & Low Carbon Energy, Oil Production & Operations, Customers & Products, and Rosneft segments. It produces and trades in natural gas; offers biofuels; operates onshore and offshore wind power, and solar power generating facilities; and provides de-carbonizatio...
More about BP
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.