SEC 13F Intelligence

Ameriserv Wealth Advisors / BP

Ameriserv Wealth Advisors’s Bp PLC Position

Does Ameriserv Wealth Advisors own Bp PLC (BP)? Not currently — the last reported position was 26.5K shares worth $1M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2023
Shares
26.5K
% of Portfolio
+1.89%
Quarters Held
16
position exited

Position History BP

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $1MQ4 ’20: $543,000Q4 ’20Q1 ’21: $644,000Q2 ’21: $699,000Q2 ’21Q3 ’21: $723,000Q4 ’21: $705,000Q4 ’21Q1 ’22: $822,000Q2 ’22: $793,000Q2 ’22Q3 ’22: $798,000Q4 ’22: $950,340Q4 ’22Q1 ’23: $1MQ2 ’23: $933,667Q2 ’23Q3 ’23: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202326.5K$1M+1.89%
Q2 202326.5K$933,667+1.77%
Q1 202326.5K$1M+2.31%
Q4 202227.2K$950,340+1.89%
Q3 202228.0K$798,000+1.76%
Q2 202228.0K$793,000+1.87%
Q1 202228.0K$822,000+0.60%
Q4 202126.5K$705,000+0.48%
Q3 202126.5K$723,000+0.56%
Q2 202126.5K$699,000+0.54%
Q1 202126.5K$644,000+0.55%
Q4 202026.5K$543,000+0.53%
Q3 201927.1K$1M+1.40%
Q2 201926.8K$1M+1.46%
Q1 201926.9K$1M+2.45%
Q4 201827.1K$1M+2.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ameriserv Wealth Advisors’s full portfolio or all institutional holders of BP.