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 Q1	$124K	Buy	+2,635	New	+$103K	﹤0.01%	411

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cassaday & Co Wealth Management's BP Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in BP (BP) in Q1 2026: 2,635 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Cassaday & Co Wealth Management held 2,635 shares of BP worth $124K as of Q1 2026.
BP was a new Cassaday & Co Wealth Management position in Q1 2026.
BP made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #411 holding.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.