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Bullock Wealth Management’s BP BP Stock Holding History

Bullock 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 		$2.1K Buy
58
+1
+2% +$44 ﹤0.01% 546
2026
Q1 		$2.64K Hold
57
– – ﹤0.01% 540
2025
Q4 		$1.97K Buy
57
+1
+2% +$35 ﹤0.01% 517
2025
Q3 		$1.92K Buy
56
+1
+2% +$33 ﹤0.01% 537
2025
Q2 		$1.68K Buy
55
+1
+2% +$29 ﹤0.01% 519
2025
Q1 		$1.83K Buy
54
+1
+2% +$33 ﹤0.01% 500
2024
Q4 		$1.58K Hold
53
– – ﹤0.01% 521
2024
Q3 		$1.69K Buy
53
+1
+2% +$34 ﹤0.01% 499
2024
Q2 		$1.89K Sell
52
-190
-79% -$7.12K ﹤0.01% 473
2024
Q1 		$9.19K Buy
+242
New +$8.68K 0.01% 368

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

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

Bullock Wealth Management increased its BP (BP) stake by 1.8% in Q2 2026, buying an estimated $44 and bringing the position to 58 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Bullock Wealth Management first reported a position in BP in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.19K in Q1 2024. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Bullock Wealth Management held 58 shares of BP worth $2.1K as of Q2 2026.
  • Bullock Wealth Management bought 1 BP share in Q2 2026, an estimated $44.
  • BP made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Bullock Wealth Management first reported a position in BP in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's BP position peaked at $9.19K in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.