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Arkadios Wealth Advisors’s BP BP Stock Holding History

Arkadios Wealth 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 		$2.39M Sell
64,655
-5,295
-8% -$232K 0.04% 471
2026
Q1 		$3.29M Buy
69,950
+9,239
+15% +$362K 0.05% 357
2025
Q4 		$2.11M Sell
60,711
-2,011
-3% -$70.5K 0.04% 431
2025
Q3 		$2.16M Sell
62,722
-4,188
-6% -$140K 0.05% 377
2025
Q2 		$2M Buy
66,910
+18,211
+37% +$534K 0.06% 349
2025
Q1 		$1.65M Buy
48,699
+1,696
+4% +$55.4K 0.06% 332
2024
Q4 		$1.39M Buy
47,003
+1,387
+3% +$41.7K 0.08% 262
2024
Q3 		$1.43M Sell
45,616
-5,897
-11% -$200K 0.08% 243
2024
Q2 		$1.86M Buy
51,513
+10,385
+25% +$389K 0.13% 175
2024
Q1 		$1.55M Sell
41,128
-7,167
-15% -$257K 0.12% 175
2023
Q4 		$1.71M Buy
48,295
+5,515
+13% +$202K 0.14% 148
2023
Q3 		$1.66M Buy
42,780
+33,123
+343% +$1.23M 0.16% 143
2023
Q2 		$341K Buy
9,657
+1,124
+13% +$41.6K 0.04% 406
2023
Q1 		$324K Buy
+8,533
New +$319K 0.04% 410
2021
Q4 		– Sell
-2,137
Closed -$58K – 729
2021
Q3 		$58K Sell
2,137
-1,446
-40% -$36.2K 0.01% 832
2021
Q2 		$94K Buy
3,583
+1,644
+85% +$43.1K 0.01% 733
2021
Q1 		$47K Buy
1,939
+268
+16% +$6.45K 0.01% 706
2020
Q4 		$34K Buy
+1,671
New +$31.5K 0.01% 631
2020
Q2 		– Sell
-736
Closed -$17.9K – 969
2020
Q1 		$17.9K Sell
736
-642
-47% -$20.8K 0.01% 507
2019
Q4 		$49.9K Buy
+1,378
New +$52.3K 0.03% 315

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

Arkadios Wealth Advisors's BP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its BP (BP) stake by 7.6% in Q2 2026, selling an estimated $232K and leaving 64,655 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #471.

Arkadios Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.29M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Arkadios Wealth Advisors held 64,655 shares of BP worth $2.39M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,295 BP shares in Q2 2026, an estimated $232K.
  • BP made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #471 holding.
  • Arkadios Wealth Advisors first reported a position in BP in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's BP position peaked at $3.29M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.