American Trust Investment Advisors’s BP BP Stock Holding History

American Trust 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	$371K	Hold	10,045	–	–	0.18%	56
2026 Q1	$472K	Sell	10,045 -1,515	-13%	-$59.4K	0.26%	51
2025 Q4	$401K	Sell	11,560 -285	-2%	-$10K	0.21%	50
2025 Q3	$408K	Sell	11,845 -1,135	-9%	-$38K	0.21%	54
2025 Q2	$388K	Sell	12,980 -23,496	-64%	-$689K	0.2%	55
2025 Q1	$1.23M	Buy	36,476 +26,336	+260%	+$860K	0.52%	41
2024 Q4	$300K	Hold	10,140	–	–	0.12%	96
2024 Q3	$318K	Buy	10,140 +1,740	+21%	+$58.9K	0.13%	97
2024 Q2	$303K	Hold	8,400	–	–	0.15%	72
2024 Q1	$317K	Hold	8,400	–	–	0.15%	72
2023 Q4	$297K	Buy	8,400 +210	+3%	+$7.69K	0.15%	75
2023 Q3	$317K	Hold	8,190	–	–	0.18%	64
2023 Q2	$289K	Sell	8,190 -500	-6%	-$18.5K	0.16%	69
2023 Q1	$330K	Hold	8,690	–	–	0.2%	66
2022 Q4	$304K	Sell	8,690 -3,535	-29%	-$118K	0.19%	63
2022 Q3	$349K	Hold	12,225	–	–	0.22%	60
2022 Q2	$347K	Hold	12,225	–	–	0.22%	60
2022 Q1	$359K	Hold	12,225	–	–	0.18%	65
2021 Q4	$326K	Buy	12,225 +140	+1%	+$3.88K	0.16%	71
2021 Q3	$330K	Buy	+12,085	New	+$303K	0.19%	65

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 $3.38T AUM 44.17% 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

American Trust Investment Advisors's BP Position: Q2 2026 in Review

American Trust Investment Advisors held its BP (BP) position steady in Q2 2026 at 10,045 shares worth $371K. The position accounts for 0.18% of the portfolio, ranked #56.

American Trust Investment Advisors first reported a position in BP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q1 2025. 1,172 funds tracked by Wall St. Rank hold BP as of Q2 2026.

American Trust Investment Advisors held 10,045 shares of BP worth $371K as of Q2 2026.
American Trust Investment Advisors left its BP share count unchanged in Q2 2026.
BP made up 0.18% of American Trust Investment Advisors's portfolio in Q2 2026, its #56 holding.
American Trust Investment Advisors first reported a position in BP in Q3 2021 and has held it in 20 quarters since.
American Trust Investment Advisors's BP position peaked at $1.23M in Q1 2025.
1,172 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.