Dynasty Wealth Management’s BP BP Stock Holding History

Dynasty Wealth Management’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	$957K	Buy	25,897 +1,038	+4%	+$45.5K	0.01%	195
2026 Q1	$1.17M	Sell	24,859 -1,300	-5%	-$50.9K	0.01%	171
2025 Q4	$908K	Buy	26,159 +1,283	+5%	+$45K	0.01%	194
2025 Q3	$857K	Buy	+24,876	New	+$833K	0.01%	178
2024 Q3	–	Sell	-19,428	Closed	-$701K	–	228
2024 Q2	$701K	Sell	19,428 -1,201	-6%	-$45K	0.02%	162
2024 Q1	$777K	Buy	+20,629	New	+$740K	0.02%	145

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

Dynasty Wealth Management's BP Position: Q2 2026 in Review

Dynasty Wealth Management increased its BP (BP) stake by 4.2% in Q2 2026, buying an estimated $45.5K and bringing the position to 25,897 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #195.

Dynasty Wealth Management first reported a position in BP in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Dynasty Wealth Management held 25,897 shares of BP worth $957K as of Q2 2026.
Dynasty Wealth Management bought 1,038 BP shares in Q2 2026, an estimated $45.5K.
BP made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #195 holding.
Dynasty Wealth Management first reported a position in BP in Q1 2024 and has held it in 6 quarters since.
Dynasty Wealth Management's BP position peaked at $1.17M in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.