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Compass Financial Services’s BP BP Stock Holding History

Compass Financial Services’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 		– Sell
-625
Closed -$21.7K – 76
2025
Q4 		$21.7K Buy
625
+9
+1% +$316 0.01% 151
2025
Q3 		$21.2K Buy
616
+9
+1% +$301 0.01% 160
2025
Q2 		$18.2K Buy
607
+9
+2% +$264 0.01% 158
2025
Q1 		$20.2K Buy
598
+8
+1% +$261 0.01% 137
2024
Q4 		$17.4K Buy
+590
New +$17.7K 0.01% 110

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Compass Financial Services's BP Position: Q1 2026 in Review

Compass Financial Services sold out of BP (BP) in Q1 2026, closing a stake of 625 shares — an estimated $21.7K sold.

Compass Financial Services first reported a position in BP in Q4 2024 and held it in 5 quarters. The position peaked at $21.7K in Q4 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Compass Financial Services reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 625 BP shares in Q1 2026, an estimated $21.7K.
  • Compass Financial Services first reported a position in BP in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's BP position peaked at $21.7K in Q4 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.