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 Q2	$2K	Hold	54	–	–	﹤0.01%	1519
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 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 $3.38T AUM 44.17% 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

CVA Family Office's BP Position: Q2 2026 in Review

CVA Family Office held its BP (BP) position steady in Q2 2026 at 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

CVA Family Office first reported a position in BP in Q2 2021 and has held it in 19 quarters since. The position peaked at $22.2K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

CVA Family Office held 54 shares of BP worth $2K as of Q2 2026.
CVA Family Office left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1519 holding.
CVA Family Office first reported a position in BP in Q2 2021 and has held it in 19 quarters since.
CVA Family Office's BP position peaked at $22.2K in Q4 2022.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.