Bartlett & Co Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $63K | Hold |
1,704
| – | – | ﹤0.01% | 694 |
|
|
2026
Q1 | $80K | Hold |
1,704
| – | – | ﹤0.01% | 608 |
|
|
2025
Q4 | $59.2K | Hold |
1,704
| – | – | ﹤0.01% | 636 |
|
|
2025
Q3 | $58.7K | Sell |
1,704
-762
| -31% | -$25.5K | ﹤0.01% | 644 |
|
|
2025
Q2 | $73.8K | Buy |
2,466
+37
| +2% | +$1.08K | ﹤0.01% | 601 |
|
|
2025
Q1 | $82.1K | Hold |
2,429
| – | – | ﹤0.01% | 576 |
|
|
2024
Q4 | $71.8K | Sell |
2,429
-37
| -2% | -$1.11K | ﹤0.01% | 584 |
|
|
2024
Q3 | $77.4K | Hold |
2,466
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $89K | Sell |
2,466
-134
| -5% | -$5.02K | ﹤0.01% | 570 |
|
|
2024
Q1 | $98K | Buy |
2,600
+135
| +5% | +$4.84K | ﹤0.01% | 560 |
|
|
2023
Q4 | $87.1K | Buy |
2,465
+1
| +0% | +$37 | ﹤0.01% | 596 |
|
|
2023
Q3 | $95.4K | Buy |
2,464
+138
| +6% | +$5.12K | ﹤0.01% | 549 |
|
|
2023
Q2 | $82.1K | Hold |
2,326
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $88.2K | Sell |
2,326
-666
| -22% | -$24.9K | ﹤0.01% | 485 |
|
|
2022
Q4 | $105K | Buy |
2,992
+666
| +29% | +$22.2K | ﹤0.01% | 466 |
|
|
2022
Q3 | $66.4K | Sell |
2,326
-107
| -4% | -$3.18K | ﹤0.01% | 522 |
|
|
2022
Q2 | $69K | Buy |
2,433
+107
| +5% | +$3.28K | ﹤0.01% | 523 |
|
|
2022
Q1 | $68.4K | Buy |
+2,326
| New | +$70.9K | ﹤0.01% | 535 |
|
|
2021
Q4 | – | Sell |
-2,376
| Closed | -$64.9K | – | 466 |
|
|
2021
Q3 | $64.9K | Sell |
2,376
-1,450
| -38% | -$36.3K | ﹤0.01% | 470 |
|
|
2021
Q2 | $101K | Hold |
3,826
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $93.2K | Sell |
3,826
-3,224
| -46% | -$77.6K | ﹤0.01% | 432 |
|
|
2020
Q4 | $145K | Hold |
7,050
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $123K | Hold |
7,050
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $164K | Sell |
7,050
-1,050
| -13% | -$25.2K | ﹤0.01% | 328 |
|
|
2020
Q1 | $198K | Sell |
8,100
-9,327
| -54% | -$302K | 0.01% | 294 |
|
|
2019
Q4 | $658K | Hold |
17,427
| – | – | 0.02% | 233 |
|
|
2019
Q3 | $662K | Buy |
17,427
+16,969
| +3,705% | +$647K | 0.02% | 229 |
|
|
2019
Q2 | $18.8K | Sell |
458
-39
| -8% | -$1.64K | ﹤0.01% | 536 |
|
|
2019
Q1 | $21.4K | Buy |
497
+239
| +93% | +$9.79K | ﹤0.01% | 512 |
|
|
2018
Q4 | $9.48K | Sell |
258
-4
| -2% | -$160 | ﹤0.01% | 585 |
|
|
2018
Q3 | $11.5K | Sell |
262
-4
| -2% | -$167 | ﹤0.01% | 592 |
|
|
2018
Q2 | $11.4K | Sell |
266
-3
| -1% | -$126 | ﹤0.01% | 588 |
|
|
2018
Q1 | $10.1K | Buy |
+269
| New | +$10.1K | ﹤0.01% | 609 |
|
Other funds holding BP
Bartlett & Co Wealth Management's BP Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its BP (BP) position steady in Q2 2026 at 1,704 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #694.
Bartlett & Co Wealth Management first reported a position in BP in Q1 2018 and has held it in 33 quarters since. The position peaked at $662K in Q3 2019. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Bartlett & Co Wealth Management held 1,704 shares of BP worth $63K as of Q2 2026.
- Bartlett & Co Wealth Management left its BP share count unchanged in Q2 2026.
- BP made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #694 holding.
- Bartlett & Co Wealth Management first reported a position in BP in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's BP position peaked at $662K in Q3 2019.
- 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.