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Atlas Legacy Advisors’s BP BP Stock Holding History

Atlas Legacy 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 		$404K Buy
10,927
+357
+3% +$15.7K 0.06% 163
2026
Q1 		$497K Sell
10,570
-51
-0.5% -$2K 0.09% 130
2025
Q4 		$369K Buy
10,621
+234
+2% +$8.21K 0.06% 154
2025
Q3 		$358K Buy
10,387
+122
+1% +$4.09K 0.07% 152
2025
Q2 		$307K Sell
10,265
-873
-8% -$25.6K 0.07% 148
2025
Q1 		$376K Buy
11,138
+241
+2% +$7.87K 0.1% 127
2024
Q4 		$322K Buy
+10,897
New +$327K 0.08% 134

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

Atlas Legacy Advisors's BP Position: Q2 2026 in Review

Atlas Legacy Advisors increased its BP (BP) stake by 3.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 10,927 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #163.

Atlas Legacy Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Atlas Legacy Advisors held 10,927 shares of BP worth $404K as of Q2 2026.
  • Atlas Legacy Advisors bought 357 BP shares in Q2 2026, an estimated $15.7K.
  • BP made up 0.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #163 holding.
  • Atlas Legacy Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's BP position peaked at $497K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.