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Coastwise Capital Group’s BP BP Stock Holding History

Coastwise Capital Group’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 		$603K Buy
16,310
+447
+3% +$19.6K 0.35% 62
2026
Q1 		$746K Buy
15,863
+116
+0.7% +$4.54K 0.41% 51
2025
Q4 		$547K Buy
15,747
+65
+0.4% +$2.28K 0.27% 76
2025
Q3 		$540K Buy
15,682
+153
+1% +$5.13K 0.38% 63
2025
Q2 		$465K Buy
15,529
+147
+1% +$4.31K 0.37% 61
2025
Q1 		$520K Sell
15,382
-1,972
-11% -$64.4K 0.44% 61
2024
Q4 		$513K Buy
17,354
+150
+0.9% +$4.51K 0.41% 60
2024
Q3 		$540K Buy
17,204
+1,629
+10% +$55.1K 0.44% 62
2024
Q2 		$562K Buy
15,575
+346
+2% +$13K 0.54% 51
2024
Q1 		$574K Buy
15,229
+3,173
+26% +$114K 0.53% 56
2023
Q4 		$427K Buy
12,056
+51
+0.4% +$1.87K 0.44% 65
2023
Q3 		$465K Sell
12,005
-1,431
-11% -$53.1K 0.53% 57
2023
Q2 		$474K Buy
13,436
+113
+0.8% +$4.18K 0.54% 56
2023
Q1 		$505K Sell
13,323
-1,223
-8% -$45.7K 0.58% 54
2022
Q4 		$508K Buy
14,546
+1,310
+10% +$43.6K 0.6% 47
2022
Q3 		$378K Sell
13,236
-1,798
-12% -$53.5K 0.6% 54
2022
Q2 		$426K Buy
15,034
+1,096
+8% +$33.6K 0.52% 57
2022
Q1 		$410K Buy
+13,938
New +$425K 0.51% 63

Other funds holding BP

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

Coastwise Capital Group's BP Position: Q2 2026 in Review

Coastwise Capital Group increased its BP (BP) stake by 2.8% in Q2 2026, buying an estimated $19.6K and bringing the position to 16,310 shares worth $603K. The position accounts for 0.35% of the portfolio, ranked #62.

Coastwise Capital Group first reported a position in BP in Q1 2022 and has held it in 18 quarters since. The position peaked at $746K in Q1 2026. 239 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Coastwise Capital Group held 16,310 shares of BP worth $603K as of Q2 2026.
  • Coastwise Capital Group bought 447 BP shares in Q2 2026, an estimated $19.6K.
  • BP made up 0.35% of Coastwise Capital Group's portfolio in Q2 2026, its #62 holding.
  • Coastwise Capital Group first reported a position in BP in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's BP position peaked at $746K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.