Axxcess Wealth Management’s BP BP Stock Holding History

Axxcess Wealth 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	$599K	Buy	+16,205	New	+$711K	0.01%	667
2026 Q1	–	Sell	-10,392	Closed	-$361K	–	453
2025 Q4	$361K	Buy	+10,392	New	+$365K	0.01%	791
2025 Q2	–	Sell	-6,540	Closed	-$221K	–	883
2025 Q1	$221K	Sell	6,540 -1,031	-14%	-$33.7K	0.01%	783
2024 Q4	$224K	Sell	7,571 -1,684	-18%	-$50.6K	0.01%	782
2024 Q3	$291K	Sell	9,255 -375	-4%	-$12.7K	0.01%	696
2024 Q2	$348K	Buy	9,630 +899	+10%	+$33.7K	0.01%	609
2024 Q1	$329K	Buy	8,731 +218	+3%	+$7.82K	0.01%	641
2023 Q4	$301K	Buy	+8,513	New	+$312K	0.01%	643
2023 Q3	–	Sell	-5,702	Closed	-$201K	–	805
2023 Q2	$201K	Buy	5,702 +91	+2%	+$3.37K	0.01%	554
2023 Q1	$213K	Buy	+5,611	New	+$210K	0.02%	573

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

Axxcess Wealth Management's BP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in BP (BP) in Q2 2026: 16,205 shares worth $599K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BP in Q1 2023 and has held it in 10 quarters since. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Axxcess Wealth Management held 16,205 shares of BP worth $599K as of Q2 2026.
BP was a new Axxcess Wealth Management position in Q2 2026.
BP made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #667 holding.
Axxcess Wealth Management first reported a position in BP in Q1 2023 and has held it in 10 quarters since.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.