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Crescent Grove Advisors’s BP BP Stock Holding History

Crescent Grove 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
Q2 		$231K Sell
6,250
-394
-6% -$17.3K 0.02% 268
2026
Q1 		$312K Hold
6,644
– – 0.03% 233
2025
Q4 		$231K Buy
6,644
+500
+8% +$17.5K 0.02% 273
2025
Q3 		$212K Buy
+6,144
New +$206K 0.02% 278
2025
Q2 		– Sell
-7,309
Closed -$247K – 287
2025
Q1 		$247K Buy
+7,309
New +$239K 0.03% 234
2024
Q3 		– Sell
-17,992
Closed -$650K – 280
2024
Q2 		$650K Buy
17,992
+4,215
+31% +$158K 0.07% 143
2024
Q1 		$519K Buy
13,777
+7,692
+126% +$276K 0.05% 181
2023
Q4 		$215K Sell
6,085
-62
-1% -$2.27K 0.02% 270
2023
Q3 		$238K Sell
6,147
-5,531
-47% -$205K 0.03% 249
2023
Q2 		$412K Sell
11,678
-2,740
-19% -$101K 0.04% 194
2023
Q1 		$547K Sell
14,418
-8,388
-37% -$313K 0.06% 160
2022
Q4 		$797K Buy
22,806
+3,167
+16% +$105K 0.08% 135
2022
Q3 		$561K Buy
+19,639
New +$584K 0.06% 151
2021
Q3 		– Sell
-17,085
Closed -$451K – 271
2021
Q2 		$451K Buy
+17,085
New +$448K 0.05% 157

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 $3.38T AUM 44.17% 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

Crescent Grove Advisors's BP Position: Q2 2026 in Review

Crescent Grove Advisors reduced its BP (BP) stake by 5.9% in Q2 2026, selling an estimated $17.3K and leaving 6,250 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #268.

Crescent Grove Advisors first reported a position in BP in Q2 2021 and has held it in 14 quarters since. The position peaked at $797K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Crescent Grove Advisors held 6,250 shares of BP worth $231K as of Q2 2026.
  • Crescent Grove Advisors sold 394 BP shares in Q2 2026, an estimated $17.3K.
  • BP made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #268 holding.
  • Crescent Grove Advisors first reported a position in BP in Q2 2021 and has held it in 14 quarters since.
  • Crescent Grove Advisors's BP position peaked at $797K in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.