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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
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 $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

Concurrent Investment Advisors's BP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its BP (BP) stake by 14% in Q1 2026, selling an estimated $245K and leaving 38,668 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #653.

Concurrent Investment Advisors first reported a position in BP in Q4 2023 and has held it in 10 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Concurrent Investment Advisors held 38,668 shares of BP worth $1.82M as of Q1 2026.
  • Concurrent Investment Advisors sold 6,244 BP shares in Q1 2026, an estimated $245K.
  • BP made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #653 holding.
  • Concurrent Investment Advisors first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.