Crestwood Advisors Group’s BP BP Stock Holding History

Crestwood Advisors 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	$216K	Buy	5,859 +586	+11%	+$25.7K	﹤0.01%	813
2026 Q1	$248K	Buy	+5,273	New	+$207K	﹤0.01%	658
2018 Q1	–	Sell	-10,953	Closed	-$421K	–	182
2017 Q4	$421K	Buy	+10,953	New	+$397K	0.03%	117
2017 Q2	–	Sell	-3,784	Closed	-$115K	–	191
2017 Q1	$115K	Buy	+3,784	New	+$115K	0.01%	183
2015 Q2	–	Sell	-6,794	Closed	-$220K	–	156
2015 Q1	$220K	Buy	6,794 +4	+0.1%	+$131	0.03%	134
2014 Q4	$215K	Sell	6,790 -117	-2%	-$3.93K	0.03%	135
2014 Q3	$248K	Sell	6,907 -251	-4%	-$9.94K	0.04%	108
2014 Q2	$309K	Sell	7,158 -367	-5%	-$15.1K	0.05%	92
2014 Q1	$296K	Sell	7,525 -1,039	-12%	-$41K	0.05%	98
2013 Q4	$341K	Sell	8,564 -886	-9%	-$33K	0.05%	91
2013 Q3	$325K	Sell	9,450 -502	-5%	-$17.2K	0.06%	91
2013 Q2	$340K	Buy	+9,952	New	+$346K	0.06%	91

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

Crestwood Advisors Group's BP Position: Q2 2026 in Review

Crestwood Advisors Group increased its BP (BP) stake by 11% in Q2 2026, buying an estimated $25.7K and bringing the position to 5,859 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Crestwood Advisors Group first reported a position in BP in Q2 2013 and has held it in 12 quarters since. The position peaked at $421K in Q4 2017. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Crestwood Advisors Group held 5,859 shares of BP worth $216K as of Q2 2026.
Crestwood Advisors Group bought 586 BP shares in Q2 2026, an estimated $25.7K.
BP made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #813 holding.
Crestwood Advisors Group first reported a position in BP in Q2 2013 and has held it in 12 quarters since.
Crestwood Advisors Group's BP position peaked at $421K in Q4 2017.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.