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Avalon Capital Management’s BP BP Stock Holding History

Avalon Capital Management’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 		$320K Hold
8,658
– – 0.08% 93
2026
Q1 		$407K Buy
+8,658
New +$339K 0.11% 83
2025
Q4 		– Sell
-8,203
Closed -$283K – 141
2025
Q3 		$283K Hold
8,203
– – 0.07% 110
2025
Q2 		$246K Buy
+8,203
New +$241K 0.07% 113

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

Avalon Capital Management's BP Position: Q2 2026 in Review

Avalon Capital Management held its BP (BP) position steady in Q2 2026 at 8,658 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #93.

Avalon Capital Management first reported a position in BP in Q2 2025 and has held it in 4 quarters since. The position peaked at $407K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Avalon Capital Management held 8,658 shares of BP worth $320K as of Q2 2026.
  • Avalon Capital Management left its BP share count unchanged in Q2 2026.
  • BP made up 0.08% of Avalon Capital Management's portfolio in Q2 2026, its #93 holding.
  • Avalon Capital Management first reported a position in BP in Q2 2025 and has held it in 4 quarters since.
  • Avalon Capital Management's BP position peaked at $407K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.