AIS
BP icon

Advocate Investing Services’s BP BP Stock Holding History

Advocate Investing Services’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 		$418K Hold
11,310
– – 0.32% 68
2026
Q1 		$532K Hold
11,310
– – 0.45% 57
2025
Q4 		$393K Buy
+11,310
New +$397K 0.35% 62

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

Advocate Investing Services's BP Position: Q2 2026 in Review

Advocate Investing Services held its BP (BP) position steady in Q2 2026 at 11,310 shares worth $418K. The position accounts for 0.32% of the portfolio, ranked #68.

Advocate Investing Services first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Advocate Investing Services held 11,310 shares of BP worth $418K as of Q2 2026.
  • Advocate Investing Services left its BP share count unchanged in Q2 2026.
  • BP made up 0.32% of Advocate Investing Services's portfolio in Q2 2026, its #68 holding.
  • Advocate Investing Services first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's BP position peaked at $532K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.