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Elwood & Goetz Wealth Advisory Group’s BP BP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-4,683
Closed -$220K – 149
2026
Q1 		$220K Buy
+4,683
New +$183K 0.04% 134

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

Elwood & Goetz Wealth Advisory Group's BP Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of BP (BP) in Q2 2026, closing a stake of 4,683 shares — an estimated $220K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in BP in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 4,683 BP shares in Q2 2026, an estimated $220K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in BP in Q1 2026 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's BP position peaked at $220K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.