Callan Family Office’s BP BP Stock Holding History

Callan Family Office’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	$2.02M	Sell	54,593 -4,590	-8%	-$201K	0.04%	388
2026 Q1	$2.78M	Sell	59,183 -18,224	-24%	-$714K	0.06%	285
2025 Q4	$2.69M	Buy	77,407 +55,834	+259%	+$1.96M	0.06%	288
2025 Q3	$743K	Sell	21,573 -10,674	-33%	-$358K	0.02%	433
2025 Q2	$965K	Buy	32,247 +24,242	+303%	+$711K	0.03%	411
2025 Q1	$270K	Sell	8,005 -8,561	-52%	-$279K	0.02%	447
2024 Q4	$490K	Buy	+16,566	New	+$498K	0.03%	373

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 $3.38T AUM 44.17% 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

Callan Family Office's BP Position: Q2 2026 in Review

Callan Family Office reduced its BP (BP) stake by 7.8% in Q2 2026, selling an estimated $201K and leaving 54,593 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #388.

Callan Family Office first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Callan Family Office held 54,593 shares of BP worth $2.02M as of Q2 2026.
Callan Family Office sold 4,590 BP shares in Q2 2026, an estimated $201K.
BP made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #388 holding.
Callan Family Office first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
Callan Family Office's BP position peaked at $2.78M in Q1 2026.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.