Coastwise Capital Group
BP icon

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
Q3 		$713K Sell
16,199
-111
-0.7% -$4.76K 0.42% 53
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% +$5.12K 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

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State Street
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Renaissance Technologies
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Coastwise Capital Group's BP Position: Q3 2026 in Review

Coastwise Capital Group reduced its BP (BP) stake by 0.68% in Q3 2026, selling an estimated $4.76K and leaving 16,199 shares worth $713K. The position accounts for 0.42% of the portfolio, ranked #53.

Coastwise Capital Group first reported a position in BP in Q1 2022 and has held it in 19 quarters since. The position peaked at $746K in Q1 2026. 916 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Coastwise Capital Group held 16,199 shares of BP worth $713K as of Q3 2026.
  • Coastwise Capital Group sold 111 BP shares in Q3 2026, an estimated $4.76K.
  • BP made up 0.42% of Coastwise Capital Group's portfolio in Q3 2026, its #53 holding.
  • Coastwise Capital Group first reported a position in BP in Q1 2022 and has held it in 19 quarters since.
  • Coastwise Capital Group's BP position peaked at $746K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Coastwise Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.