Annis Gardner Whiting Capital Advisors’s BP BP Stock Holding History

Annis Gardner Whiting Capital 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	$216K	Buy	5,837 +327	+6%	+$14.3K	0.03%	331
2026 Q1	$259K	Buy	5,510 +59	+1%	+$2.31K	0.04%	278
2025 Q4	$189K	Buy	5,451 +451	+9%	+$15.8K	0.04%	294
2025 Q3	$172K	Sell	5,000 -451	-8%	-$15.1K	0.04%	286
2025 Q2	$163K	Buy	5,451 +451	+9%	+$13.2K	0.06%	233
2025 Q1	$169K	Hold	5,000	–	–	0.07%	201
2024 Q4	$148K	Hold	5,000	–	–	0.04%	229
2024 Q3	$157K	Sell	5,000 -376	-7%	-$12.7K	0.04%	233
2024 Q2	$194K	Hold	5,376	–	–	0.06%	217
2024 Q1	$203K	Buy	5,376 +376	+8%	+$13.5K	0.07%	181
2023 Q4	$177K	Hold	5,000	–	–	0.08%	165
2023 Q3	$194K	Buy	+5,000	New	+$186K	0.1%	138

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

Annis Gardner Whiting Capital Advisors's BP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its BP (BP) stake by 5.9% in Q2 2026, buying an estimated $14.3K and bringing the position to 5,837 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #331.

Annis Gardner Whiting Capital Advisors first reported a position in BP in Q3 2023 and has held it in 12 quarters since. The position peaked at $259K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 5,837 shares of BP worth $216K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 327 BP shares in Q2 2026, an estimated $14.3K.
BP made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #331 holding.
Annis Gardner Whiting Capital Advisors first reported a position in BP in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's BP position peaked at $259K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.