Cornerstone Wealth Group’s BP BP Stock Holding History

Cornerstone Wealth Group’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	$204K	Buy	5,517 +381	+7%	+$16.7K	0.01%	492
2026 Q1	$236K	Buy	+5,136	New	+$201K	0.02%	390
2024 Q2	–	Sell	-5,802	Closed	-$219K	–	250
2024 Q1	$219K	Buy	+5,802	New	+$208K	0.02%	224
2020 Q1	–	Sell	-34,337	Closed	-$1.3M	–	119
2019 Q4	$1.3M	Buy	+34,337	New	+$1.3M	0.35%	83
2019 Q3	–	Sell	-34,501	Closed	-$1.42M	–	134
2019 Q2	$1.42M	Sell	34,501 -2,212	-6%	-$92.8K	0.38%	80
2019 Q1	$1.58M	Buy	+36,713	New	+$1.5M	0.4%	52

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cornerstone Wealth Group's BP Position: Q2 2026 in Review

Cornerstone Wealth Group increased its BP (BP) stake by 7.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,517 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #492.

Cornerstone Wealth Group first reported a position in BP in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.58M in Q1 2019. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Cornerstone Wealth Group held 5,517 shares of BP worth $204K as of Q2 2026.
Cornerstone Wealth Group bought 381 BP shares in Q2 2026, an estimated $16.7K.
BP made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #492 holding.
Cornerstone Wealth Group first reported a position in BP in Q1 2019 and has held it in 6 quarters since.
Cornerstone Wealth Group's BP position peaked at $1.58M in Q1 2019.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.