Skip to main content

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

BP holding history

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

BP overviewAll 13F holders of BPFull Q1 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of BP by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,936−100.0%Sold outHolders
Q3 20246,936$217.7K<0.1%00.0%UnchangedHolders
Q2 20246,936$250.4K<0.1%00.0%UnchangedHolders
Q1 20246,936$261.3K<0.1%00.0%UnchangedHolders
Q4 20236,936$245.5K<0.1%00.0%UnchangedHolders
Q3 20236,936$268.6K<0.1%−415−5.6%ReducedHolders
Q2 20237,351$259.4K<0.1%+23+0.3%AddedHolders
Q1 20237,328$278.0K<0.1%−733−9.1%ReducedHolders
Q4 20228,061$281.6K<0.1%+218+2.8%AddedHolders
Q3 20227,843$224.0K<0.1%−4,252−35.2%ReducedHolders
Q2 202212,095$343.0K<0.1%−1,993−14.1%ReducedHolders
Q1 202214,088$414.0K<0.1%+167+1.2%AddedHolders
Q4 202113,921$371.0K<0.1%−208−1.5%ReducedHolders
Q3 202114,129$386.0K<0.1%00.0%UnchangedHolders
Q2 202114,129$373.0K<0.1%−323−2.2%ReducedHolders
Q1 202114,452$352.0K<0.1%––Holders

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