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Clark Wealth Partners’s BP BP Stock Holding History

Clark Wealth Partners’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 		$454 Hold
12
– – ﹤0.01% 531
2026
Q1 		$570 Hold
12
– – ﹤0.01% 559
2025
Q4 		$416 Hold
12
– – ﹤0.01% 533
2025
Q3 		$416 Hold
12
– – ﹤0.01% 533
2025
Q2 		$349 Buy
12
+1
+9% +$29 ﹤0.01% 499
2025
Q1 		$387 Hold
11
– – ﹤0.01% 495
2024
Q4 		$334 Buy
+11
New +$330 ﹤0.01% 494

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

Clark Wealth Partners's BP Position: Q2 2026 in Review

Clark Wealth Partners held its BP (BP) position steady in Q2 2026 at 12 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Clark Wealth Partners first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $570 in Q1 2026. 1,106 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Clark Wealth Partners held 12 shares of BP worth $454 as of Q2 2026.
  • Clark Wealth Partners left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #531 holding.
  • Clark Wealth Partners first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's BP position peaked at $570 in Q1 2026.
  • 1,106 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.