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Cassaday & Co Wealth Management’s BP BP Stock Holding History

Cassaday & Co 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 		$90.3K Sell
2,445
-190
-7% -$8.34K ﹤0.01% 504
2026
Q1 		$124K Buy
+2,635
New +$103K ﹤0.01% 411

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

Cassaday & Co Wealth Management's BP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its BP (BP) stake by 7.2% in Q2 2026, selling an estimated $8.34K and leaving 2,445 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Cassaday & Co Wealth Management first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $124K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,445 shares of BP worth $90.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 190 BP shares in Q2 2026, an estimated $8.34K.
  • BP made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Cassaday & Co Wealth Management first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's BP position peaked at $124K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.