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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
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 $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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Crescent Grove Advisors's BP Position: Q1 2026 in Review

Crescent Grove Advisors held its BP (BP) position steady in Q1 2026 at 6,644 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #233.

Crescent Grove Advisors first reported a position in BP in Q2 2021 and has held it in 13 quarters since. The position peaked at $797K in Q4 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Crescent Grove Advisors held 6,644 shares of BP worth $312K as of Q1 2026.
  • Crescent Grove Advisors left its BP share count unchanged in Q1 2026.
  • BP made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #233 holding.
  • Crescent Grove Advisors first reported a position in BP in Q2 2021 and has held it in 13 quarters since.
  • Crescent Grove Advisors's BP position peaked at $797K in Q4 2022.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.