ACG
BP icon

Allen Capital Group’s BP BP Stock Holding History

Allen Capital Group’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
Q1 		$645K Buy
13,724
+186
+1% +$7.29K 0.06% 170
2025
Q4 		$470K Buy
13,538
+155
+1% +$5.44K 0.04% 201
2025
Q3 		$461K Sell
13,383
-675
-5% -$22.6K 0.04% 194
2025
Q2 		$421K Buy
14,058
+82
+0.6% +$2.4K 0.04% 199
2025
Q1 		$472K Sell
13,976
-167
-1% -$5.45K 0.05% 170
2024
Q4 		$418K Buy
14,143
+32
+0.2% +$961 0.05% 168
2024
Q3 		$443K Sell
14,111
-10
-0.1% -$338 0.05% 154
2024
Q2 		$510K Buy
14,121
+10
+0.1% +$375 0.07% 132
2024
Q1 		$532K Hold
14,111
– – 0.07% 123
2023
Q4 		$500K Buy
14,111
+237
+2% +$8.68K 0.08% 124
2023
Q3 		$525K Sell
13,874
-233
-2% -$8.65K 0.09% 117
2023
Q2 		$498K Hold
14,107
– – 0.09% 122
2023
Q1 		$535K Buy
+14,107
New +$527K 0.1% 121
2022
Q4 		– Sell
-15,515
Closed -$443K – 50
2022
Q3 		$443K Sell
15,515
-1,107
-7% -$32.9K 0.1% 114
2022
Q2 		$471K Hold
16,622
– – 0.1% 110
2022
Q1 		$489K Sell
16,622
-1,776
-10% -$54.1K 0.09% 110
2021
Q4 		$490K Buy
18,398
+1,776
+11% +$49.3K 0.08% 109
2021
Q3 		$454K Sell
16,622
-618
-4% -$15.5K 0.09% 104
2021
Q2 		$455K Sell
17,240
-594
-3% -$15.6K 0.09% 105
2021
Q1 		$434K Buy
17,834
+107
+0.6% +$2.58K 0.1% 107
2020
Q4 		$364K Sell
17,727
-2,637
-13% -$49.7K 0.09% 110
2020
Q3 		$340K Sell
20,364
-15,476
-43% -$335K 0.09% 110
2020
Q2 		$836K Sell
35,840
-3,436
-9% -$82.5K 0.22% 72
2020
Q1 		$958K Buy
39,276
+411
+1% +$13.3K 0.3% 60
2019
Q4 		$1.47M Sell
38,865
-2,540
-6% -$96.4K 0.39% 57
2019
Q3 		$1.54M Sell
41,405
-1,560
-4% -$59.5K 0.48% 47
2019
Q2 		$1.76M Sell
42,965
-731
-2% -$30.7K 0.57% 41
2019
Q1 		$1.88M Sell
43,696
-1,529
-3% -$62.7K 0.62% 37
2018
Q4 		$1.79M Buy
+45,225
New +$1.81M 0.63% 37

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allen Capital Group's BP Position: Q1 2026 in Review

Allen Capital Group increased its BP (BP) stake by 1.4% in Q1 2026, buying an estimated $7.29K and bringing the position to 13,724 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #170.

Allen Capital Group first reported a position in BP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.88M in Q1 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Allen Capital Group held 13,724 shares of BP worth $645K as of Q1 2026.
  • Allen Capital Group bought 186 BP shares in Q1 2026, an estimated $7.29K.
  • BP made up 0.06% of Allen Capital Group's portfolio in Q1 2026, its #170 holding.
  • Allen Capital Group first reported a position in BP in Q4 2018 and has held it in 29 quarters since.
  • Allen Capital Group's BP position peaked at $1.88M in Q1 2019.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.