Number of Shares
200,025.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
2.25%
Total Estimate Gain
$-467,573.00
% of Total Estimate Gain
-6.65%

LAZARI CAPITAL MANAGEMENT, INC.'s BP PLC Holding Summary

As of 2025-06-30, LAZARI CAPITAL MANAGEMENT, INC. held 200,025.00 shares of BP PLC(BP), totaling $5.99 Mil. This investment constitutes 2.25% of their stock portfolio, and LAZARI CAPITAL MANAGEMENT, INC. now holds 0.01% of the outstanding BP PLC(BP) stock.

The initial trade took place in 2023Q2. And since then LAZARI CAPITAL MANAGEMENT, INC. has made 5 purchases of BP, at an average price of $34.54, for a total of 203,515.00 shares. In addition, there have been 3 sales at an average price of $35.07 for 3,490.00 shares. Based on historical transaction data and BP's current price of $32.19, LAZARI CAPITAL MANAGEMENT, INC.'s estimated gain on his BP holdings is $-467,573.00, reflecting a -6.65% gain to date.

LAZARI CAPITAL MANAGEMENT, INC. BP ($32.19) Holding Chart

LAZARI CAPITAL MANAGEMENT, INC. BP ($32.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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