Almanack Investment Partners’s BP BP Stock Holding History

Almanack Investment Partners’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	$304K	Buy	8,230 +3,470	+73%	+$152K	0.04%	228
2026 Q1	$224K	Buy	+4,760	New	+$186K	0.04%	159
2025 Q4	–	Sell	-11,107	Closed	-$383K	–	177
2025 Q3	$383K	Buy	+11,107	New	+$372K	0.06%	134
2024 Q3	–	Sell	-9,499	Closed	-$343K	–	181
2024 Q2	$343K	Buy	9,499 +104	+1%	+$3.9K	0.06%	133
2024 Q1	$354K	Buy	+9,395	New	+$337K	0.06%	128
2022 Q4	–	Sell	-340	Closed	-$10K	–	301
2022 Q3	$10K	Buy	+340	New	+$10.1K	﹤0.01%	474
2021 Q2	–	Sell	-8,461	Closed	-$206K	–	455
2021 Q1	$206K	Buy	+8,461	New	+$204K	0.02%	390
2019 Q3	–	Sell	-2,738	Closed	-$112K	–	242
2019 Q2	$112K	Buy	+2,738	New	+$115K	0.03%	258
2019 Q1	–	Sell	-2,894	Closed	-$106K	–	151
2018 Q4	$106K	Sell	2,894 -231	-7%	-$9.22K	0.03%	229
2018 Q3	$129K	Buy	+3,125	New	+$131K	0.03%	231

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Almanack Investment Partners's BP Position: Q2 2026 in Review

Almanack Investment Partners increased its BP (BP) stake by 73% in Q2 2026, buying an estimated $152K and bringing the position to 8,230 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #228.

Almanack Investment Partners first reported a position in BP in Q3 2018 and has held it in 10 quarters since. The position peaked at $383K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Almanack Investment Partners held 8,230 shares of BP worth $304K as of Q2 2026.
Almanack Investment Partners bought 3,470 BP shares in Q2 2026, an estimated $152K.
BP made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #228 holding.
Almanack Investment Partners first reported a position in BP in Q3 2018 and has held it in 10 quarters since.
Almanack Investment Partners's BP position peaked at $383K in Q3 2025.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.