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Aptus Capital Advisors’s BP BP Stock Holding History

Aptus 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 		$923K Sell
24,977
-2,257
-8% -$99K 0.01% 633
2026
Q1 		$1.28M Buy
27,234
+852
+3% +$33.4K 0.01% 544
2025
Q4 		$916K Buy
26,382
+3,119
+13% +$109K 0.01% 604
2025
Q3 		$802K Sell
23,263
-1,667
-7% -$55.8K 0.01% 594
2025
Q2 		$746K Buy
24,930
+1,480
+6% +$43.4K 0.01% 592
2025
Q1 		$792K Sell
23,450
-10,553
-31% -$344K 0.01% 549
2024
Q4 		$1.01M Buy
34,003
+12,365
+57% +$372K 0.01% 502
2024
Q3 		$679K Buy
21,638
+1,579
+8% +$53.4K 0.01% 478
2024
Q2 		$724K Buy
20,059
+3,518
+21% +$132K 0.01% 444
2024
Q1 		$623K Buy
16,541
+5,226
+46% +$187K 0.01% 465
2023
Q4 		$401K Buy
11,315
+679
+6% +$24.9K 0.01% 418
2023
Q3 		$412K Buy
10,636
+4,288
+68% +$159K 0.01% 420
2023
Q2 		$224K Sell
6,348
-49
-0.8% -$1.81K 0.01% 461
2023
Q1 		$243K Sell
6,397
-15,138
-70% -$566K 0.01% 433
2022
Q4 		$752K Buy
21,535
+1,283
+6% +$42.7K 0.02% 299
2022
Q3 		$578K Buy
+20,252
New +$603K 0.01% 314
2019
Q3 		– Sell
-5,211
Closed -$213K – 475
2019
Q2 		$213K Buy
5,211
+5
+0.1% +$210 0.03% 309
2019
Q1 		$223K Buy
+5,206
New +$213K 0.04% 287

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

Aptus Capital Advisors's BP Position: Q2 2026 in Review

Aptus Capital Advisors reduced its BP (BP) stake by 8.3% in Q2 2026, selling an estimated $99K and leaving 24,977 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #633.

Aptus Capital Advisors first reported a position in BP in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.28M in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Aptus Capital Advisors held 24,977 shares of BP worth $923K as of Q2 2026.
  • Aptus Capital Advisors sold 2,257 BP shares in Q2 2026, an estimated $99K.
  • BP made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #633 holding.
  • Aptus Capital Advisors first reported a position in BP in Q1 2019 and has held it in 18 quarters since.
  • Aptus Capital Advisors's BP position peaked at $1.28M in Q1 2026.
  • 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.