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Bruce G. Allen Investments’s BP BP Stock Holding History

Bruce G. Allen Investments’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 		$134K Sell
2,861
-329
-10% -$12.9K 0.09% 118
2025
Q4 		$111K Sell
3,190
-9
-0.3% -$316 0.07% 145
2025
Q3 		$110K Buy
3,199
+66
+2% +$2.21K 0.08% 140
2025
Q2 		$93.8K Sell
3,133
-58
-2% -$1.7K 0.07% 161
2025
Q1 		$108K Sell
3,191
-1,339
-30% -$43.7K 0.09% 129
2024
Q4 		$134K Sell
4,530
-364
-7% -$10.9K 0.11% 117
2024
Q3 		$154K Sell
4,894
-1,051
-18% -$35.6K 0.12% 107
2024
Q2 		$215K Sell
5,945
-8
-0.1% -$300 0.18% 67
2024
Q1 		$224K Sell
5,953
-232
-4% -$8.32K 0.18% 69
2023
Q4 		$219K Buy
+6,185
New +$227K 0.2% 65

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bruce G. Allen Investments's BP Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its BP (BP) stake by 10% in Q1 2026, selling an estimated $12.9K and leaving 2,861 shares worth $134K. The position accounts for 0.09% of the portfolio, ranked #118.

Bruce G. Allen Investments first reported a position in BP in Q4 2023 and has held it in 10 quarters since. The position peaked at $224K in Q1 2024. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Bruce G. Allen Investments held 2,861 shares of BP worth $134K as of Q1 2026.
  • Bruce G. Allen Investments sold 329 BP shares in Q1 2026, an estimated $12.9K.
  • BP made up 0.09% of Bruce G. Allen Investments's portfolio in Q1 2026, its #118 holding.
  • Bruce G. Allen Investments first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's BP position peaked at $224K in Q1 2024.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.