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Catherine Avery Investment Management’s BP BP Stock Holding History

Catherine Avery Investment 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 		– Sell
-113
Closed -$3.93K – 115
2025
Q4 		$3.93K Buy
113
+1
+0.9% +$35 ﹤0.01% 125
2025
Q3 		$3.85K Buy
112
+2
+2% +$67 ﹤0.01% 126
2025
Q2 		$3.29K Buy
110
+2
+2% +$59 ﹤0.01% 129
2025
Q1 		$3.66K Buy
108
+1
+0.9% +$33 ﹤0.01% 124
2024
Q4 		$3.16K Buy
+107
New +$3.21K ﹤0.01% 127

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Catherine Avery Investment Management's BP Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of BP (BP) in Q1 2026, closing a stake of 113 shares — an estimated $3.93K sold.

Catherine Avery Investment Management first reported a position in BP in Q4 2024 and held it in 5 quarters. The position peaked at $3.93K in Q4 2025. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 113 BP shares in Q1 2026, an estimated $3.93K.
  • Catherine Avery Investment Management first reported a position in BP in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's BP position peaked at $3.93K in Q4 2025.
  • 1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.