Asset Advisory Group’s BP BP Stock Holding History

Asset Advisory Group’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	$385K	Sell	10,424 -70	-0.7%	-$3.07K	0.17%	89
2026 Q1	$493K	Hold	10,494	–	–	0.25%	65
2025 Q4	$364K	Buy	+10,494	New	+$368K	0.18%	88

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

Asset Advisory Group's BP Position: Q2 2026 in Review

Asset Advisory Group reduced its BP (BP) stake by 0.67% in Q2 2026, selling an estimated $3.07K and leaving 10,424 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #89.

Asset Advisory Group first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $493K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Asset Advisory Group held 10,424 shares of BP worth $385K as of Q2 2026.
Asset Advisory Group sold 70 BP shares in Q2 2026, an estimated $3.07K.
BP made up 0.17% of Asset Advisory Group's portfolio in Q2 2026, its #89 holding.
Asset Advisory Group first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
Asset Advisory Group's BP position peaked at $493K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.