CI
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CX Institutional’s BP BP Stock Holding History

CX Institutional’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 		$34K Sell
925
-1,017
-52% -$44.6K ﹤0.01% 1046
2026
Q1 		$91K Sell
1,942
-710
-27% -$27.8K ﹤0.01% 871
2025
Q4 		$92K Sell
2,652
-1,093
-29% -$38.3K ﹤0.01% 866
2025
Q3 		$129K Buy
3,745
+6
+0.2% +$201 ﹤0.01% 788
2025
Q2 		$112K Sell
3,739
-505
-12% -$14.8K ﹤0.01% 748
2025
Q1 		$143K Buy
+4,244
New +$139K 0.01% 683
2024
Q2 		– Sell
-9,859
Closed -$371K – 546
2024
Q1 		$371K Sell
9,859
-103
-1% -$3.69K 0.02% 409
2023
Q4 		$353K Buy
9,962
+12
+0.1% +$439 0.02% 373
2023
Q3 		$385K Hold
9,950
– – 0.02% 360
2023
Q2 		$351K Buy
9,950
+211
+2% +$7.81K 0.02% 399
2023
Q1 		$387K Buy
9,739
+855
+10% +$31.9K 0.02% 375
2022
Q4 		$310K Buy
8,884
+136
+2% +$4.53K 0.02% 425
2022
Q3 		$250K Sell
8,748
-70
-0.8% -$2.08K 0.02% 413
2022
Q2 		$250K Buy
8,818
+70
+0.8% +$2.15K 0.02% 404
2022
Q1 		$257K Hold
8,748
– – 0.02% 330
2021
Q4 		$233K Sell
8,748
-1,000
-10% -$27.7K 0.02% 309
2021
Q3 		$266K Buy
9,748
+97
+1% +$2.43K 0.02% 330
2021
Q2 		$255K Buy
9,651
+6,500
+206% +$170K 0.02% 314
2021
Q1 		$77K Sell
3,151
-298
-9% -$7.18K 0.01% 414
2020
Q4 		$71K Sell
3,449
-97
-3% -$1.83K 0.01% 397
2020
Q3 		$62K Buy
3,546
+395
+13% +$8.55K 0.01% 362
2020
Q2 		$73K Hold
3,151
– – 0.01% 313
2020
Q1 		$77K Buy
3,151
+207
+7% +$6.69K 0.01% 290
2019
Q4 		$111K Hold
2,944
– – 0.02% 224
2019
Q3 		$112K Sell
2,944
-1,425
-33% -$54.4K 0.02% 238
2019
Q2 		$179K Buy
4,369
+1,375
+46% +$57.7K 0.03% 229
2019
Q1 		$129K Sell
2,994
-972
-25% -$39.8K 0.02% 247
2018
Q4 		$146K Buy
+3,966
New +$158K 0.03% 185

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 $3.37T AUM 44.26% 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

CX Institutional's BP Position: Q2 2026 in Review

CX Institutional reduced its BP (BP) stake by 52% in Q2 2026, selling an estimated $44.6K and leaving 925 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

CX Institutional first reported a position in BP in Q4 2018 and has held it in 28 quarters since. The position peaked at $387K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • CX Institutional held 925 shares of BP worth $34K as of Q2 2026.
  • CX Institutional sold 1,017 BP shares in Q2 2026, an estimated $44.6K.
  • BP made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1046 holding.
  • CX Institutional first reported a position in BP in Q4 2018 and has held it in 28 quarters since.
  • CX Institutional's BP position peaked at $387K in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.