1900 Wealth Management’s BP BP Stock Holding History

1900 Wealth Management’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,086	Closed	-$239K	–	314
2026 Q1	$239K	Buy	+5,086	New	+$199K	0.02%	238
2024 Q1	–	Sell	-7,693	Closed	-$272K	–	241
2023 Q4	$272K	Hold	7,693	–	–	0.03%	254
2023 Q3	$298K	Buy	+7,693	New	+$286K	0.03%	244
2023 Q2	–	Sell	-5,328	Closed	-$202K	–	240
2023 Q1	$202K	Buy	+5,328	New	+$199K	0.02%	234

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1900 Wealth Management's BP Position: Q2 2026 in Review

1900 Wealth Management sold out of BP (BP) in Q2 2026, closing a stake of 5,086 shares — an estimated $239K sold.

1900 Wealth Management first reported a position in BP in Q1 2023 and held it in 4 quarters. The position peaked at $298K in Q3 2023. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

1900 Wealth Management reported no remaining BP position as of Q2 2026 after selling out during the quarter.
1900 Wealth Management sold 5,086 BP shares in Q2 2026, an estimated $239K.
1900 Wealth Management first reported a position in BP in Q1 2023 and held it in 4 quarters.
1900 Wealth Management's BP position peaked at $298K in Q3 2023.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.