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Advance Capital Management’s BP BP Stock Holding History

Advance Capital 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 		$220K Sell
5,967
-287
-5% -$12.6K 0.01% 183
2026
Q1 		$294K Hold
6,254
– – 0.01% 141
2025
Q4 		$217K Hold
6,254
– – 0.01% 162
2025
Q3 		$216K Buy
+6,254
New +$209K 0.01% 162
2025
Q2 		– Sell
-6,270
Closed -$212K – 169
2025
Q1 		$212K Buy
+6,270
New +$205K 0.01% 151

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

Advance Capital Management's BP Position: Q2 2026 in Review

Advance Capital Management reduced its BP (BP) stake by 4.6% in Q2 2026, selling an estimated $12.6K and leaving 5,967 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #183.

Advance Capital Management first reported a position in BP in Q1 2025 and has held it in 5 quarters since. The position peaked at $294K in Q1 2026. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Advance Capital Management held 5,967 shares of BP worth $220K as of Q2 2026.
  • Advance Capital Management sold 287 BP shares in Q2 2026, an estimated $12.6K.
  • BP made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #183 holding.
  • Advance Capital Management first reported a position in BP in Q1 2025 and has held it in 5 quarters since.
  • Advance Capital Management's BP position peaked at $294K in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.