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Comprehensive Financial Planning’s BP BP Stock Holding History

Comprehensive Financial Planning’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 		$6.36K Hold
172
– – ﹤0.01% 313
2026
Q1 		$8.08K Hold
172
– – 0.01% 277
2025
Q4 		$5.97K Buy
+172
New +$6.03K ﹤0.01% 292

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Comprehensive Financial Planning's BP Position: Q2 2026 in Review

Comprehensive Financial Planning held its BP (BP) position steady in Q2 2026 at 172 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Comprehensive Financial Planning first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.08K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Comprehensive Financial Planning held 172 shares of BP worth $6.36K as of Q2 2026.
  • Comprehensive Financial Planning left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #313 holding.
  • Comprehensive Financial Planning first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • Comprehensive Financial Planning's BP position peaked at $8.08K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.