Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

BP holding history

BP PLC in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BP overview All 13F holders of BP Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 21; Since Q1 2021

Holdings of BP by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−8,512−100.0%	Sold out	Holders
Q1 2026	8,512	$400.1K	0.1%	−7,981−48.4%	Reduced	Holders
Q4 2025	16,493	$572.8K	0.1%	−771−4.5%	Reduced	Holders
Q3 2025	17,264	$594.9K	0.1%	+573+3.4%	Added	Holders
Q2 2025	16,691	$499.6K	0.1%	+1,847+12.4%	Added	Holders
Q1 2025	14,844	$501.6K	0.1%	−17−0.1%	Reduced	Holders
Q4 2024	14,861	$439.3K	0.1%	−591−3.8%	Reduced	Holders
Q3 2024	15,452	$485.0K	0.1%	+596+4.0%	Added	Holders
Q2 2024	14,856	$536.3K	0.1%	+435+3.0%	Added	Holders
Q1 2024	14,421	$543.4K	0.1%	+4,106+39.8%	Added	Holders
Q4 2023	10,315	$365.2K	0.1%	+900+9.6%	Added	Holders
Q3 2023	9,415	$364.6K	0.1%	+414+4.6%	Added	Holders
Q2 2023	9,001	$317.6K	0.1%	−426−4.5%	Reduced	Holders
Q1 2023	9,427	$357.7K	0.1%	−1,217−11.4%	Reduced	Holders
Q4 2022	10,644	$371.8K	0.1%	−2,404−18.4%	Reduced	Holders
Q3 2022	13,048	$373.0K	0.1%	−303−2.3%	Reduced	Holders
Q2 2022	13,351	$379.0K	0.1%	−661−4.7%	Reduced	Holders
Q1 2022	14,012	$412.0K	0.1%	+1,531+12.3%	Added	Holders
Q4 2021	12,481	$332.0K	0.1%	+1,261+11.2%	Added	Holders
Q3 2021	11,220	$307.0K	0.1%	+840+8.1%	Added	Holders
Q2 2021	10,380	$274.0K	0.1%	+826+8.6%	Added	Holders
Q1 2021	9,554	$233.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.