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Eads & Heald Wealth Management’s BP BP Stock Holding History

Eads & Heald 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 		$278K Buy
5,925
+165
+3% +$6.46K 0.14% 133
2025
Q4 		$200K Buy
+5,760
New +$202K 0.1% 141
2025
Q2 		– Sell
-8,547
Closed -$289K – 136
2025
Q1 		$289K Buy
+8,547
New +$279K 0.15% 124
2024
Q3 		– Sell
-5,958
Closed -$215K – 145
2024
Q2 		$215K Buy
5,958
+104
+2% +$3.9K 0.1% 141
2024
Q1 		$221K Sell
5,854
-1,023
-15% -$36.7K 0.1% 137
2023
Q4 		$243K Sell
6,877
-205
-3% -$7.51K 0.12% 133
2023
Q3 		$274K Buy
7,082
+735
+12% +$27.3K 0.14% 124
2023
Q2 		$224K Sell
6,347
-85
-1% -$3.15K 0.11% 136
2023
Q1 		$244K Sell
6,432
-260
-4% -$9.71K 0.12% 134
2022
Q4 		$234K Buy
+6,692
New +$223K 0.12% 138
2020
Q2 		– Sell
-13,152
Closed -$321K – 121
2020
Q1 		$321K Sell
13,152
-3,730
-22% -$121K 0.23% 108
2019
Q4 		$637K Sell
16,882
-1,060
-6% -$40.3K 0.34% 102
2019
Q3 		$682K Sell
17,942
-343
-2% -$13.1K 0.38% 99
2019
Q2 		$750K Buy
18,285
+13,133
+255% +$551K 0.42% 93
2019
Q1 		$222K Buy
+5,152
New +$211K 0.13% 124
2018
Q3 		– Sell
-4,770
Closed -$205K – 128
2018
Q2 		$205K Buy
+4,770
New +$200K 0.13% 124
2018
Q1 		– Sell
-5,495
Closed -$211K – 123
2017
Q4 		$211K Buy
+5,495
New +$199K 0.12% 125
2015
Q4 		– Sell
-7,868
Closed -$202K – 131
2015
Q3 		$202K Sell
7,868
-59
-0.7% -$1.73K 0.14% 130
2015
Q2 		$267K Buy
7,927
+563
+8% +$19.7K 0.18% 119
2015
Q1 		$239K Hold
7,364
– – 0.15% 125
2014
Q4 		$233K Buy
+7,364
New +$247K 0.15% 123

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

Eads & Heald Wealth Management's BP Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its BP (BP) stake by 2.9% in Q1 2026, buying an estimated $6.46K and bringing the position to 5,925 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #133.

Eads & Heald Wealth Management first reported a position in BP in Q4 2014 and has held it in 21 quarters since. The position peaked at $750K in Q2 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Eads & Heald Wealth Management held 5,925 shares of BP worth $278K as of Q1 2026.
  • Eads & Heald Wealth Management bought 165 BP shares in Q1 2026, an estimated $6.46K.
  • BP made up 0.14% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Eads & Heald Wealth Management first reported a position in BP in Q4 2014 and has held it in 21 quarters since.
  • Eads & Heald Wealth Management's BP position peaked at $750K in Q2 2019.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.