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COMPASS FINANCIAL MANAGEMENT LLC’s BP BP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$16K Buy
+434
New +$19K ﹤0.01% 946

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
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
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BP (BP) in Q2 2026: 434 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

942 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 434 shares of BP worth $16K as of Q2 2026.
  • BP was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BP made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #946 holding.
  • 942 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.