CWM
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Consultiva Wealth Management’s BP BP Stock Holding History

Consultiva Wealth Management’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 		$4.54K Hold
123
– – 0.01% 251
2026
Q1 		$5.78K Hold
123
– – 0.02% 224
2025
Q4 		$4.27K Hold
123
– – 0.01% 230
2025
Q3 		$4.24K Hold
123
– – 0.01% 236
2025
Q2 		$3.68K Hold
123
– – 0.01% 249
2025
Q1 		$4.16K Hold
123
– – 0.01% 244
2024
Q4 		$3.63K Buy
+123
New +$3.69K 0.02% 149

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 $3.37T AUM 44.26% 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

Consultiva Wealth Management's BP Position: Q2 2026 in Review

Consultiva Wealth Management held its BP (BP) position steady in Q2 2026 at 123 shares worth $4.54K. The position accounts for 0.01% of the portfolio, ranked #251.

Consultiva Wealth Management first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.78K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Consultiva Wealth Management held 123 shares of BP worth $4.54K as of Q2 2026.
  • Consultiva Wealth Management left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Consultiva Wealth Management first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's BP position peaked at $5.78K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.