Colonial Trust Advisors
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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
Q3 		$59.9K Buy
1,361
+5
+0.4% +$215 ﹤0.01% 342
2026
Q2 		$50.1K Buy
1,356
+15
+1% +$658 ﹤0.01% 368
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 		$54.2K 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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Caxton Associates (UK)
Caxton Associates (UK) London $4.84B AUM 42.87% 1-Year Est. Return

Colonial Trust Advisors's BP Position: Q3 2026 in Review

Colonial Trust Advisors increased its BP (BP) stake by 0.37% in Q3 2026, buying an estimated $215 and bringing the position to 1,361 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Colonial Trust Advisors first reported a position in BP in Q4 2022 and has held it in 16 quarters since. The position peaked at $250K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Colonial Trust Advisors held 1,361 shares of BP worth $59.9K as of Q3 2026.
  • Colonial Trust Advisors bought 5 BP shares in Q3 2026, an estimated $215.
  • BP made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #342 holding.
  • Colonial Trust Advisors first reported a position in BP in Q4 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's BP position peaked at $250K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.