AWA
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Aaron Wealth Advisors’s BP BP Stock Holding History

Aaron Wealth Advisors’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 		$1.05M Buy
28,316
+1,720
+6% +$75.5K 0.05% 233
2026
Q1 		$1.25M Buy
26,596
+5,521
+26% +$216K 0.07% 184
2025
Q4 		$732K Buy
21,075
+5,273
+33% +$185K 0.04% 329
2025
Q3 		$545K Sell
15,802
-1,396
-8% -$46.8K 0.03% 390
2025
Q2 		$515K Buy
17,198
+326
+2% +$9.56K 0.05% 225
2025
Q1 		$570K Buy
16,872
+2,489
+17% +$81.2K 0.07% 190
2024
Q4 		$425K Buy
14,383
+1,365
+10% +$41K 0.05% 236
2024
Q3 		$409K Buy
13,018
+2,426
+23% +$82.1K 0.05% 230
2024
Q2 		$382K Buy
10,592
+792
+8% +$29.7K 0.05% 200
2024
Q1 		$369K Buy
+9,800
New +$351K 0.05% 196
2022
Q2 		– Sell
-1,147
Closed -$33.7K – 277
2022
Q1 		$33.7K Buy
+1,147
New +$35K 0.01% 519

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aaron Wealth Advisors's BP Position: Q2 2026 in Review

Aaron Wealth Advisors increased its BP (BP) stake by 6.5% in Q2 2026, buying an estimated $75.5K and bringing the position to 28,316 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #233.

Aaron Wealth Advisors first reported a position in BP in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Aaron Wealth Advisors held 28,316 shares of BP worth $1.05M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,720 BP shares in Q2 2026, an estimated $75.5K.
  • BP made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Aaron Wealth Advisors first reported a position in BP in Q1 2022 and has held it in 11 quarters since.
  • Aaron Wealth Advisors's BP position peaked at $1.25M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.