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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
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
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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

Dynasty Wealth Management's BP Position: Q1 2026 in Review

Dynasty Wealth Management reduced its BP (BP) stake by 5% in Q1 2026, selling an estimated $50.9K and leaving 24,859 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #171.

Dynasty Wealth Management first reported a position in BP in Q1 2024 and has held it in 5 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Dynasty Wealth Management held 24,859 shares of BP worth $1.17M as of Q1 2026.
  • Dynasty Wealth Management sold 1,300 BP shares in Q1 2026, an estimated $50.9K.
  • BP made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Dynasty Wealth Management first reported a position in BP in Q1 2024 and has held it in 5 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.