Avion Wealth’s BP BP Stock Holding History

Avion 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 Q1	$158K	Buy	3,382 +595	+21%	+$23.3K	0.03%	118
2025 Q4	$96K	Buy	2,787 +7	+0.3%	+$246	0.02%	151
2025 Q3	$95K	Buy	2,780 +8	+0.3%	+$268	0.02%	158
2025 Q2	$82K	Buy	2,772 +15	+0.5%	+$440	0.02%	161
2025 Q1	$81K	Hold	2,757	–	–	0.02%	144
2024 Q4	$81K	Buy	2,757 +9	+0.3%	+$270	0.02%	144
2024 Q3	$86K	Sell	2,748 -343	-11%	-$11.6K	0.02%	130
2024 Q2	$111K	Buy	3,091 +6	+0.2%	+$225	0.03%	108
2024 Q1	$117K	Hold	3,085	–	–	0.03%	102
2023 Q4	$109K	Buy	3,085 +6	+0.2%	+$220	0.03%	107
2023 Q3	$119K	Buy	3,079 +5	+0.2%	+$186	0.03%	91
2023 Q2	$108K	Buy	3,074 +10	+0.3%	+$370	0.03%	110
2023 Q1	$107K	Buy	3,064 +84	+3%	+$3.14K	0.03%	99
2022 Q4	$85K	Hold	2,980	–	–	0.03%	113
2022 Q3	$85K	Buy	2,980 +5	+0.2%	+$149	0.03%	113
2022 Q2	$84K	Buy	2,975 +73	+3%	+$2.24K	0.03%	101
2022 Q1	$85K	Buy	2,902 +5	+0.2%	+$152	0.02%	95
2021 Q4	$77K	Buy	2,897 +6	+0.2%	+$166	0.02%	100
2021 Q3	$79K	Buy	2,891 +5	+0.2%	+$125	0.02%	92
2021 Q2	$76K	Buy	2,886 +5	+0.2%	+$131	0.02%	98
2021 Q1	$70K	Buy	2,881 +5	+0.2%	+$120	0.02%	101
2020 Q4	$59K	Buy	2,876 +6	+0.2%	+$113	0.02%	112
2020 Q3	$50K	Buy	2,870 +7	+0.2%	+$152	0.02%	91
2020 Q2	$67K	Hold	2,863	–	–	0.02%	75
2020 Q1	$70K	Buy	+2,863	New	+$92.6K	0.03%	65

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avion Wealth's BP Position: Q1 2026 in Review

Avion Wealth increased its BP (BP) stake by 21% in Q1 2026, buying an estimated $23.3K and bringing the position to 3,382 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #118.

Avion Wealth first reported a position in BP in Q1 2020 and has held it in 25 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Avion Wealth held 3,382 shares of BP worth $158K as of Q1 2026.
Avion Wealth bought 595 BP shares in Q1 2026, an estimated $23.3K.
BP made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #118 holding.
Avion Wealth first reported a position in BP in Q1 2020 and has held it in 25 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.