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Concurrent Investment Advisors’s BP BP Stock Holding History

Concurrent Investment 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
Q2 		$1.27M Sell
34,423
-4,245
-11% -$186K 0.01% 899
2026
Q1 		$1.82M Sell
38,668
-6,244
-14% -$245K 0.02% 653
2025
Q4 		$1.56M Buy
44,912
+10,740
+31% +$377K 0.02% 657
2025
Q3 		$1.18M Buy
34,172
+16
+0% +$536 0.02% 608
2025
Q2 		$1.02M Buy
34,156
+1,660
+5% +$48.7K 0.02% 587
2025
Q1 		$1.1M Buy
32,496
+5,664
+21% +$185K 0.03% 526
2024
Q4 		$793K Buy
26,832
+1,576
+6% +$47.4K 0.02% 549
2024
Q3 		$793K Buy
25,256
+1,666
+7% +$56.4K 0.02% 520
2024
Q2 		$852K Buy
23,590
+9,768
+71% +$366K 0.03% 469
2024
Q1 		$521K Sell
13,822
-3,757
-21% -$135K 0.02% 539
2023
Q4 		$622K Buy
+17,579
New +$644K 0.03% 443

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

Concurrent Investment Advisors's BP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its BP (BP) stake by 11% in Q2 2026, selling an estimated $186K and leaving 34,423 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #899.

Concurrent Investment Advisors first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Concurrent Investment Advisors held 34,423 shares of BP worth $1.27M as of Q2 2026.
  • Concurrent Investment Advisors sold 4,245 BP shares in Q2 2026, an estimated $186K.
  • BP made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #899 holding.
  • Concurrent Investment Advisors first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's BP position peaked at $1.82M in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.