Creative Planning’s BP BP Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-10,000	Closed	-$87K	–	2125
2021 Q2	$87K	Buy	+10,000	New	+$262K	﹤0.01%	1888
2020 Q4	–	Sell	-3,500	Closed	-$1K	–	2354
2020 Q3	$1K	Hold	3,500	–	–	﹤0.01%	2111
2020 Q2	$7K	Buy	+3,500	New	+$84K	﹤0.01%	1891
2019 Q2	–	Sell	-203	Closed	-$1K	–	2032
2019 Q1	$1K	Buy	+203	New	+$8.32K	﹤0.01%	1949
2017 Q3	–	Sell	-2,256	Closed	-$8K	–	2111
2017 Q2	$8K	Sell	2,256 -38	-2%	-$1.18K	﹤0.01%	3734
2017 Q1	$8K	Buy	+2,294	New	+$69.7K	﹤0.01%	3704
2015 Q2	–	Sell	-2,410	Closed	-$1K	–	1335
2015 Q1	$1K	Sell	2,410 -98,828	-98%	-$3.24M	﹤0.01%	3999
2014 Q4	$1K	Sell	101,238 -1,456	-1%	-$48.9K	﹤0.01%	3950
2014 Q3	$18K	Buy	102,694 +4,890	+5%	+$194K	﹤0.01%	2597
2014 Q2	$282K	Sell	97,804 -12,225	-11%	-$504K	﹤0.01%	864
2014 Q1	$149K	Buy	+110,029	New	+$4.34M	﹤0.01%	1151

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

Creative Planning's BP Position: Q2 2026 in Review

Creative Planning increased its BP (BP) stake by 8% in Q2 2026, buying an estimated $1.17M and bringing the position to 359,691 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #706.

Creative Planning first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.7M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Creative Planning held 359,691 shares of BP worth $13.3M as of Q2 2026.
Creative Planning bought 26,631 BP shares in Q2 2026, an estimated $1.17M.
BP made up 0.01% of Creative Planning's portfolio in Q2 2026, its #706 holding.
Creative Planning first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
Creative Planning's BP position peaked at $15.7M in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.