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Allen Mooney & Barnes Investment Advisors’s BP BP Stock Holding History

Allen Mooney & Barnes Investment 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 		$434K Sell
11,753
-773
-6% -$33.9K 0.07% 111
2026
Q1 		$589K Sell
12,526
-145
-1% -$5.68K 0.08% 96
2025
Q4 		$440K Buy
12,671
+522
+4% +$18.3K 0.07% 110
2025
Q3 		$419K Buy
12,149
+7
+0.1% +$234 0.07% 110
2025
Q2 		$363K Buy
12,142
+7
+0.1% +$205 0.06% 116
2025
Q1 		$410K Sell
12,135
-384
-3% -$12.5K 0.07% 110
2024
Q4 		$370K Sell
12,519
-94
-0.7% -$2.82K 0.06% 116
2024
Q3 		$396K Buy
12,613
+90
+0.7% +$3.04K 0.07% 114
2024
Q2 		$452K Sell
12,523
-821
-6% -$30.8K 0.08% 108
2024
Q1 		$529K Buy
13,344
+8
+0.1% +$287 0.1% 98
2023
Q4 		$472K Sell
13,336
-227
-2% -$8.31K 0.09% 102
2023
Q3 		$525K Buy
13,563
+987
+8% +$36.6K 0.11% 88
2023
Q2 		$444K Buy
12,576
+1
+0% +$37 0.1% 94
2023
Q1 		$477K Buy
12,575
+6
+0% +$224 0.11% 85
2022
Q4 		$439K Sell
12,569
-832
-6% -$27.7K 0.11% 89
2022
Q3 		$383K Sell
13,401
-1,015
-7% -$30.2K 0.1% 95
2022
Q2 		$409K Sell
14,416
-1,071
-7% -$32.8K 0.1% 95
2022
Q1 		$455K Buy
+15,487
New +$472K 0.1% 102

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

Allen Mooney & Barnes Investment Advisors's BP Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its BP (BP) stake by 6.2% in Q2 2026, selling an estimated $33.9K and leaving 11,753 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #111.

Allen Mooney & Barnes Investment Advisors first reported a position in BP in Q1 2022 and has held it in 18 quarters since. The position peaked at $589K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 11,753 shares of BP worth $434K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 773 BP shares in Q2 2026, an estimated $33.9K.
  • BP made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in BP in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's BP position peaked at $589K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.