CFO
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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
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
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

Callan Family Office's BP Position: Q1 2026 in Review

Callan Family Office reduced its BP (BP) stake by 24% in Q1 2026, selling an estimated $714K and leaving 59,183 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #285.

Callan Family Office first reported a position in BP in Q4 2024 and has held it in 6 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Callan Family Office held 59,183 shares of BP worth $2.78M as of Q1 2026.
  • Callan Family Office sold 18,224 BP shares in Q1 2026, an estimated $714K.
  • BP made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #285 holding.
  • Callan Family Office first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.