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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
Q2 		$103K Sell
2,800
-582
-17% -$25.5K 0.02% 172
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
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

Avion Wealth's BP Position: Q2 2026 in Review

Avion Wealth reduced its BP (BP) stake by 17% in Q2 2026, selling an estimated $25.5K and leaving 2,800 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #172.

Avion Wealth first reported a position in BP in Q1 2020 and has held it in 26 quarters since. The position peaked at $158K in Q1 2026. 1,165 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Avion Wealth held 2,800 shares of BP worth $103K as of Q2 2026.
  • Avion Wealth sold 582 BP shares in Q2 2026, an estimated $25.5K.
  • BP made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #172 holding.
  • Avion Wealth first reported a position in BP in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's BP position peaked at $158K in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.