CVA Family Office’s BP BP Stock Holding History

CVA Family Office’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	$2.54K	Hold	54	–	–	﹤0.01%	1458
2025 Q4	$1.88K	Hold	54	–	–	﹤0.01%	1009
2025 Q3	$1.86K	Hold	54	–	–	﹤0.01%	1019
2025 Q2	$1.62K	Sell	54 -35	-39%	-$1.03K	﹤0.01%	1022
2025 Q1	$3.01K	Hold	89	–	–	﹤0.01%	958
2024 Q4	$2.63K	Buy	89 +33	+59%	+$991	﹤0.01%	951
2024 Q3	$1.76K	Sell	56 -1	-2%	-$34	﹤0.01%	994
2024 Q2	$2.06K	Sell	57 -437	-88%	-$16.4K	﹤0.01%	958
2024 Q1	$18.6K	Buy	494 +31	+7%	+$1.11K	﹤0.01%	654
2023 Q4	$16.4K	Buy	+463	New	+$17K	﹤0.01%	658
2023 Q3	–	Sell	-465	Closed	-$16.4K	–	325
2023 Q2	$16.4K	Buy	465 +28	+6%	+$1.04K	﹤0.01%	647
2023 Q1	$16.6K	Sell	437 -199	-31%	-$7.43K	﹤0.01%	623
2022 Q4	$22.2K	Buy	636 +199	+46%	+$6.62K	0.01%	545
2022 Q3	$12K	Hold	437	–	–	﹤0.01%	601
2022 Q2	$12K	Hold	437	–	–	﹤0.01%	617
2022 Q1	$13K	Hold	437	–	–	﹤0.01%	631
2021 Q4	$12K	Buy	+437	New	+$12.1K	﹤0.01%	605
2021 Q3	–	Sell	-437	Closed	-$12K	–	427
2021 Q2	$12K	Buy	+437	New	+$11.5K	﹤0.01%	612

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 $871B AUM 31.28% 1-Year Est. Return

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

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