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 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 $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Trust Investment Advisors's BP Position: Q1 2026 in Review

American Trust Investment Advisors reduced its BP (BP) stake by 13% in Q1 2026, selling an estimated $59.4K and leaving 10,045 shares worth $472K. The position accounts for 0.26% of the portfolio, ranked #51.

American Trust Investment Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q1 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

American Trust Investment Advisors held 10,045 shares of BP worth $472K as of Q1 2026.
American Trust Investment Advisors sold 1,515 BP shares in Q1 2026, an estimated $59.4K.
BP made up 0.26% of American Trust Investment Advisors's portfolio in Q1 2026, its #51 holding.
American Trust Investment Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since.
American Trust Investment Advisors's BP position peaked at $1.23M in Q1 2025.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.