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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
Q2 		$106K Buy
2,877
+16
+0.6% +$702 0.07% 149
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 $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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's BP Position: Q2 2026 in Review

Bruce G. Allen Investments increased its BP (BP) stake by 0.56% in Q2 2026, buying an estimated $702 and bringing the position to 2,877 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #149.

Bruce G. Allen Investments first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $224K in Q1 2024. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Bruce G. Allen Investments held 2,877 shares of BP worth $106K as of Q2 2026.
  • Bruce G. Allen Investments bought 16 BP shares in Q2 2026, an estimated $702.
  • BP made up 0.07% of Bruce G. Allen Investments's portfolio in Q2 2026, its #149 holding.
  • Bruce G. Allen Investments first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's BP position peaked at $224K in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.