Aventail Capital Group’s BP BP Stock Holding History

Aventail Capital 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
2025 Q4	–	Sell	-900,000	Closed	-$31M	–	158
2025 Q3	$31M	Buy	+900,000	New	+$30.1M	1.44%	22

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

Aventail Capital Group's BP Position: Q2 2026 in Review

Aventail Capital Group sold out of BP (BP) in Q2 2026, closing a stake of 111,632 shares — an estimated $5.25M sold.

Aventail Capital Group first reported a position in BP in Q4 2022 and held it in 9 quarters. The position peaked at $23.5M in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Aventail Capital Group reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Aventail Capital Group sold 111,632 BP shares in Q2 2026, an estimated $5.25M.
Aventail Capital Group first reported a position in BP in Q4 2022 and held it in 9 quarters.
Aventail Capital Group's BP position peaked at $23.5M in Q1 2023.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.