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Capital Performance Advisors’s BP BP Stock Holding History

Capital Performance Advisors’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 		– Sell
-4,564
Closed -$214K – 333
2026
Q1 		$214K Buy
+4,564
New +$179K 0.01% 421
2024
Q4 		– Sell
-2,000
Closed -$62.8K – 522
2024
Q3 		$62.8K Buy
+2,000
New +$67.7K 0.02% 290

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 $3.37T AUM 44.26% 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

Capital Performance Advisors's BP Position: Q2 2026 in Review

Capital Performance Advisors sold out of BP (BP) in Q2 2026, closing a stake of 4,564 shares — an estimated $214K sold.

Capital Performance Advisors first reported a position in BP in Q3 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Capital Performance Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,564 BP shares in Q2 2026, an estimated $214K.
  • Capital Performance Advisors first reported a position in BP in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's BP position peaked at $214K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.