Cary Street Partners Investment Advisory’s BP BP Stock Holding History

Cary Street Partners Investment Advisory’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	$185K	Sell	5,002 -867	-15%	-$38K	0.04%	395
2026 Q1	$276K	Buy	5,869 +2,136	+57%	+$83.7K	0.07%	283
2025 Q4	$130K	Buy	3,733 +1,986	+114%	+$69.7K	0.04%	389
2025 Q3	$60.2K	Buy	1,747 +818	+88%	+$27.4K	0.03%	421
2025 Q2	$27.8K	Sell	929 -11	-1%	-$323	0.01%	462
2025 Q1	$31.8K	Buy	940 +900	+2,250%	+$29.4K	0.02%	410
2024 Q4	$1.18K	Sell	40 -28,723	-100%	-$863K	﹤0.01%	495
2024 Q3	$903K	Buy	+28,763	New	+$973K	0.03%	382
2023 Q4	–	Sell	-1,406	Closed	-$54.4K	–	773
2023 Q3	$54.4K	Sell	1,406 -122	-8%	-$4.53K	﹤0.01%	847
2023 Q2	$53.9K	Sell	1,528 -459	-23%	-$17K	﹤0.01%	799
2023 Q1	$75.4K	Buy	1,987 +81	+4%	+$3.03K	0.01%	653
2022 Q4	$66.6K	Buy	+1,906	New	+$63.4K	﹤0.01%	673
2020 Q4	–	Sell	-900	Closed	-$16K	–	417
2020 Q3	$16K	Buy	+900	New	+$19.5K	﹤0.01%	685

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cary Street Partners Investment Advisory's BP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its BP (BP) stake by 15% in Q2 2026, selling an estimated $38K and leaving 5,002 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #395.

Cary Street Partners Investment Advisory first reported a position in BP in Q3 2020 and has held it in 13 quarters since. The position peaked at $903K in Q3 2024. 948 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Cary Street Partners Investment Advisory held 5,002 shares of BP worth $185K as of Q2 2026.
Cary Street Partners Investment Advisory sold 867 BP shares in Q2 2026, an estimated $38K.
BP made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #395 holding.
Cary Street Partners Investment Advisory first reported a position in BP in Q3 2020 and has held it in 13 quarters since.
Cary Street Partners Investment Advisory's BP position peaked at $903K in Q3 2024.
948 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.