Clearstead Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $680K | Sell |
18,408
-12,115
| -40% | -$532K | 0.01% | 657 |
|
|
2026
Q1 | $1.43M | Buy |
30,523
+18,806
| +161% | +$737K | 0.01% | 435 |
|
|
2025
Q4 | $407K | Buy |
11,717
+11
| +0.1% | +$386 | 0.01% | 716 |
|
|
2025
Q3 | $403K | Sell |
11,706
-164
| -1% | -$5.49K | 0.01% | 694 |
|
|
2025
Q2 | $355K | Sell |
11,870
-1,308
| -10% | -$38.4K | 0.01% | 706 |
|
|
2025
Q1 | $445K | Sell |
13,178
-4,139
| -24% | -$135K | 0.01% | 609 |
|
|
2024
Q4 | $512K | Sell |
17,317
-612
| -3% | -$18.4K | 0.01% | 569 |
|
|
2024
Q3 | $563K | Sell |
17,929
-489
| -3% | -$16.5K | 0.01% | 541 |
|
|
2024
Q2 | $665K | Buy |
18,418
+14,406
| +359% | +$540K | 0.01% | 478 |
|
|
2024
Q1 | $153K | Hold |
4,012
| – | – | 0.01% | 514 |
|
|
2023
Q4 | $142K | Sell |
4,012
-368
| -8% | -$13.5K | 0.01% | 515 |
|
|
2023
Q3 | $170K | Buy |
4,380
+357
| +9% | +$13.3K | 0.01% | 450 |
|
|
2023
Q2 | $142K | Sell |
4,023
-1,583
| -28% | -$58.6K | 0.01% | 493 |
|
|
2023
Q1 | $213K | Sell |
5,606
-5,313
| -49% | -$198K | 0.02% | 385 |
|
|
2022
Q4 | $381K | Buy |
10,919
+317
| +3% | +$10.5K | 0.03% | 288 |
|
|
2022
Q3 | $303K | Buy |
10,602
+221
| +2% | +$6.58K | 0.03% | 307 |
|
|
2022
Q2 | $294K | Buy |
10,381
+4,171
| +67% | +$128K | 0.02% | 323 |
|
|
2022
Q1 | $183K | Buy |
6,210
+2,772
| +81% | +$84.5K | 0.01% | 422 |
|
|
2021
Q4 | $92K | Sell |
3,438
-26,200
| -88% | -$727K | 0.01% | 545 |
|
|
2021
Q3 | $810K | Buy |
29,638
+16,201
| +121% | +$406K | 0.06% | 192 |
|
|
2021
Q2 | $355K | Buy |
13,437
+1,420
| +12% | +$37.2K | 0.03% | 263 |
|
|
2021
Q1 | $293K | Sell |
12,017
-1,231
| -9% | -$29.6K | 0.02% | 285 |
|
|
2020
Q4 | $272K | Sell |
13,248
-3,074
| -19% | -$57.9K | 0.02% | 282 |
|
|
2020
Q3 | $285K | Buy |
16,322
+1,300
| +9% | +$28.1K | 0.03% | 236 |
|
|
2020
Q2 | $350K | Sell |
15,022
-2,825
| -16% | -$67.8K | 0.04% | 207 |
|
|
2020
Q1 | $435K | Buy |
17,847
+6,408
| +56% | +$207K | 0.06% | 168 |
|
|
2019
Q4 | $432K | Sell |
11,439
-262
| -2% | -$9.95K | 0.05% | 191 |
|
|
2019
Q3 | $445K | Sell |
11,701
-160
| -1% | -$6.11K | 0.06% | 177 |
|
|
2019
Q2 | $486K | Sell |
11,861
-437
| -4% | -$18.3K | 0.06% | 174 |
|
|
2019
Q1 | $529K | Sell |
12,298
-5,420
| -31% | -$222K | 0.07% | 161 |
|
|
2018
Q4 | $651K | Buy |
17,718
+3,478
| +24% | +$139K | 0.1% | 140 |
|
|
2018
Q3 | $627K | Sell |
14,240
-3,432
| -19% | -$144K | 0.09% | 132 |
|
|
2018
Q2 | $759K | Buy |
17,672
+1,968
| +13% | +$82.7K | 0.11% | 119 |
|
|
2018
Q1 | $592K | Hold |
15,704
| – | – | 0.09% | 129 |
|
|
2017
Q4 | $604K | Sell |
15,704
-528
| -3% | -$19.1K | 0.08% | 134 |
|
|
2017
Q3 | $563K | Sell |
16,232
-382
| -2% | -$12.1K | 0.07% | 144 |
|
|
2017
Q2 | $510K | Buy |
16,614
+5,525
| +50% | +$172K | 0.07% | 147 |
|
|
2017
Q1 | $334K | Buy |
11,089
+1,650
| +17% | +$50.2K | 0.05% | 167 |
|
|
2016
Q4 | $302K | Buy |
+9,439
| New | +$284K | 0.05% | 166 |
|
Other funds holding BP
Clearstead Advisors's BP Position: Q2 2026 in Review
Clearstead Advisors reduced its BP (BP) stake by 40% in Q2 2026, selling an estimated $532K and leaving 18,408 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #657.
Clearstead Advisors first reported a position in BP in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.43M in Q1 2026. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.
- Clearstead Advisors held 18,408 shares of BP worth $680K as of Q2 2026.
- Clearstead Advisors sold 12,115 BP shares in Q2 2026, an estimated $532K.
- BP made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #657 holding.
- Clearstead Advisors first reported a position in BP in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's BP position peaked at $1.43M in Q1 2026.
- 1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.