Covestor’s BP BP Stock Holding History

Covestor’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	$19K	Sell	403 -1	-0.2%	-$39	0.01%	1124
2025 Q4	$14K	Sell	404 -14	-3%	-$491	0.01%	1423
2025 Q3	$14K	Sell	418 -175	-30%	-$5.86K	0.01%	1418
2025 Q2	$18K	Buy	593 +215	+57%	+$6.31K	0.01%	1284
2025 Q1	$13K	Sell	378 -122	-24%	-$3.98K	0.01%	1335
2024 Q4	$15K	Sell	500 -144	-22%	-$4.33K	0.01%	1309
2024 Q3	$20K	Sell	644 -1,409	-69%	-$47.7K	0.01%	1206
2024 Q2	$74K	Sell	2,053 -36	-2%	-$1.35K	0.05%	671
2024 Q1	$79K	Buy	2,089 +1,409	+207%	+$50.5K	0.05%	671
2023 Q4	$24K	Hold	680	–	–	0.02%	1118
2023 Q3	$26K	Hold	680	–	–	0.02%	1019
2023 Q2	$24K	Hold	680	–	–	0.02%	1051
2023 Q1	$26K	Sell	680 -79	-10%	-$2.95K	0.02%	919
2022 Q4	$27K	Sell	759 -2	-0.3%	-$67	0.02%	943
2022 Q3	$22K	Hold	761	–	–	0.02%	964
2022 Q2	$22K	Sell	761 -97	-11%	-$2.97K	0.02%	957
2022 Q1	$25K	Buy	+858	New	+$26.2K	0.02%	996

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 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 New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return