D'Orazio & Associates’s BP BP Stock Holding History

D'Orazio & Associates’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	–	Sell	-5,345	Closed	-$251K	–	328
2026 Q1	$251K	Buy	+5,345	New	+$209K	0.03%	237
2025 Q2	–	Sell	-6,078	Closed	-$205K	–	282
2025 Q1	$205K	Buy	+6,078	New	+$198K	0.03%	235
2024 Q4	–	Sell	-7,314	Closed	-$230K	–	246
2024 Q3	$230K	Sell	7,314 -594	-8%	-$20.1K	0.03%	197
2024 Q2	$285K	Buy	7,908 +10	+0.1%	+$375	0.04%	139
2024 Q1	$298K	Buy	7,898 +116	+1%	+$4.16K	0.05%	132
2023 Q4	$275K	Sell	7,782 -764	-9%	-$28K	0.05%	117
2023 Q3	$331K	Buy	8,546 +959	+13%	+$35.6K	0.07%	89
2023 Q2	$268K	Sell	7,587 -791	-9%	-$29.3K	0.06%	105
2023 Q1	$318K	Buy	8,378 +419	+5%	+$15.7K	0.08%	86
2022 Q4	$278K	Buy	+7,959	New	+$265K	0.07%	116
2021 Q4	–	Sell	-4,700	Closed	-$128K	–	179
2021 Q3	$128K	Buy	4,700 +653	+16%	+$16.4K	0.03%	118
2021 Q2	$107K	Hold	4,047	–	–	0.03%	122
2021 Q1	$99K	Hold	4,047	–	–	0.03%	122
2020 Q4	$83K	Hold	4,047	–	–	0.03%	116
2020 Q3	$71K	Hold	4,047	–	–	0.03%	118
2020 Q2	$94K	Hold	4,047	–	–	0.04%	98
2020 Q1	$99K	Hold	4,047	–	–	0.05%	88
2019 Q4	$153K	Hold	4,047	–	–	0.05%	84
2019 Q3	$154K	Sell	4,047 -68	-2%	-$2.6K	0.05%	79
2019 Q2	$169K	Hold	4,115	–	–	0.05%	75
2019 Q1	$177K	Sell	4,115 -61	-1%	-$2.5K	0.05%	68
2018 Q4	$153K	Sell	4,176 -63	-1%	-$2.52K	0.05%	65
2018 Q3	$187K	Sell	4,239 -61	-1%	-$2.55K	0.07%	62
2018 Q2	$185K	Sell	4,300 -55	-1%	-$2.31K	0.07%	56
2018 Q1	$164K	Sell	4,355 -123	-3%	-$4.63K	0.06%	56
2017 Q4	$172K	Sell	4,478 -67	-1%	-$2.43K	0.06%	62
2017 Q3	$158K	Buy	4,545 +569	+14%	+$18.1K	0.06%	60
2017 Q2	$122K	Sell	3,976 -441	-10%	-$13.7K	0.05%	71
2017 Q1	$133K	Sell	4,417 -79	-2%	-$2.4K	0.05%	60
2016 Q4	$144K	Sell	4,496 -82	-2%	-$2.47K	0.06%	59
2016 Q3	$135K	Sell	4,578 -1,258	-22%	-$36.5K	0.05%	64
2016 Q2	$174K	Hold	5,836	–	–	0.07%	52
2016 Q1	$148K	Hold	5,836	–	–	0.06%	61
2015 Q4	$153K	Hold	5,836	–	–	0.07%	47
2015 Q3	$172K	Buy	5,836 +60	+1%	+$1.76K	0.09%	44
2015 Q2	$195K	Sell	5,776 -81	-1%	-$2.84K	0.13%	39
2015 Q1	$190K	Hold	5,857	–	–	0.15%	42
2014 Q4	$185K	Buy	5,857 +160	+3%	+$5.38K	0.13%	41
2014 Q3	$205K	Hold	5,697	–	–	0.15%	35
2014 Q2	$246K	Hold	5,697	–	–	0.18%	25
2014 Q1	$224K	Hold	5,697	–	–	0.18%	26
2013 Q4	$227K	Buy	+5,697	New	+$212K	0.19%	24

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

D'Orazio & Associates's BP Position: Q2 2026 in Review

D'Orazio & Associates sold out of BP (BP) in Q2 2026, closing a stake of 5,345 shares — an estimated $251K sold.

D'Orazio & Associates first reported a position in BP in Q4 2013 and held it in 42 quarters. The position peaked at $331K in Q3 2023. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

D'Orazio & Associates reported no remaining BP position as of Q2 2026 after selling out during the quarter.
D'Orazio & Associates sold 5,345 BP shares in Q2 2026, an estimated $251K.
D'Orazio & Associates first reported a position in BP in Q4 2013 and held it in 42 quarters.
D'Orazio & Associates's BP position peaked at $331K in Q3 2023.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.