Back to BPPFF
Carolina Wealth Advisors, LLC → BPPFF
Carolina Wealth Advisors, LLC BPPFF Position History
BP p.l.c.
Quarters held
4
Latest value
$3.5M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $60K |
| Q1 2026 | $3.7M |
| Q2 2026 | $2.9M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 79.3K | — | — |
| Q2 2026 | $2.9M | 78.3K | — | — |
| Q1 2026 | $3.7M | 79.6K | — | — |
| Q4 2025 | $60K | 1.7K | — | — |
Other funds holding BPPFF
Other Carolina Wealth Advisors, LLC positions
LEO
$19MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$16.9MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$14MBNY MELLON US LARGE CAP CORE EQUITY ETF
SCHW-PJ
$12.7MSCHWAB US TIPS ETF
SCHW-PJ
$12.5MSCHWAB US TIPS ETF
SCHW-PJ
$12.4MSCHWAB US TIPS ETF
SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF