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Aventura Private Wealth’s BP BP Stock Holding History

Aventura Private Wealth’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 		$50K Hold
1,352
– – 0.02% 347
2026
Q1 		$63.5K Hold
1,352
– – 0.02% 283
2025
Q4 		$47K Sell
1,352
-188
-12% -$6.59K 0.02% 299
2025
Q3 		$53.1K Hold
1,540
– – 0.02% 285
2025
Q2 		$46.1K Sell
1,540
-310
-17% -$9.09K 0.02% 289
2025
Q1 		$62.5K Hold
1,850
– – 0.03% 237
2024
Q4 		$54.7K Buy
+1,850
New +$55.6K 0.03% 250

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

Aventura Private Wealth's BP Position: Q2 2026 in Review

Aventura Private Wealth held its BP (BP) position steady in Q2 2026 at 1,352 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #347.

Aventura Private Wealth first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.5K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Aventura Private Wealth held 1,352 shares of BP worth $50K as of Q2 2026.
  • Aventura Private Wealth left its BP share count unchanged in Q2 2026.
  • BP made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #347 holding.
  • Aventura Private Wealth first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's BP position peaked at $63.5K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.