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CLA (CliftonLarsonAllen) Wealth Advisors’s BP BP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-11,518
Closed -$400K – 225
2025
Q4 		$400K Buy
+11,518
New +$404K 0.01% 200
2018
Q2 		– Sell
-11,104
Closed -$418K – 128
2018
Q1 		$418K Buy
11,104
+29
+0.3% +$1.09K 0.04% 112
2017
Q4 		$426K Sell
11,075
-56
-0.5% -$2.03K 0.04% 104
2017
Q3 		$386K Sell
11,131
-874
-7% -$27.8K 0.04% 124
2017
Q2 		$369K Sell
12,005
-338
-3% -$10.5K 0.04% 124
2017
Q1 		$372K Buy
+12,343
New +$375K 0.04% 126

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

CLA (CliftonLarsonAllen) Wealth Advisors's BP Position: Q1 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of BP (BP) in Q1 2026, closing a stake of 11,518 shares — an estimated $400K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BP in Q1 2017 and held it in 6 quarters. The position peaked at $426K in Q4 2017. 1,262 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,518 BP shares in Q1 2026, an estimated $400K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BP in Q1 2017 and held it in 6 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's BP position peaked at $426K in Q4 2017.
  • 1,262 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.