Colonial Trust Advisors’s BP BP Stock Holding History

Colonial Trust 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	$63K	Buy	1,341 +198	+17%	+$7.76K	﹤0.01%	322
2025 Q4	$39.7K	Sell	1,143 -580	-34%	-$20.3K	﹤0.01%	372
2025 Q3	$59.4K	Sell	1,723 -878	-34%	-$29.4K	﹤0.01%	324
2025 Q2	$77.9K	Sell	2,601 -4,783	-65%	-$140K	0.01%	289
2025 Q1	$250K	Buy	7,384 +5,884	+392%	+$192K	0.02%	186
2024 Q4	$44.3K	Hold	1,500	–	–	﹤0.01%	328
2024 Q3	$47.1K	Hold	1,500	–	–	﹤0.01%	342
2024 Q2	$54.1K	Sell	1,500 -361	-19%	-$13.5K	0.01%	314
2024 Q1	$70.1K	Buy	1,861 +67	+4%	+$2.4K	0.01%	282
2023 Q4	$63.5K	Hold	1,794	–	–	0.01%	290
2023 Q3	$69.5K	Sell	1,794 -100	-5%	-$3.71K	0.01%	291
2023 Q2	$66.8K	Buy	1,894 +100	+6%	+$3.7K	0.01%	299
2023 Q1	$68.1K	Hold	1,794	–	–	0.01%	297
2022 Q4	$62.7K	Buy	+1,794	New	+$59.7K	0.01%	306

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Colonial Trust Advisors's BP Position: Q1 2026 in Review

Colonial Trust Advisors increased its BP (BP) stake by 17% in Q1 2026, buying an estimated $7.76K and bringing the position to 1,341 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Colonial Trust Advisors first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $250K in Q1 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Colonial Trust Advisors held 1,341 shares of BP worth $63K as of Q1 2026.
Colonial Trust Advisors bought 198 BP shares in Q1 2026, an estimated $7.76K.
BP made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #322 holding.
Colonial Trust Advisors first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's BP position peaked at $250K in Q1 2025.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.