Empire Financial Management Company’s BP BP Stock Holding History

Empire Financial Management Company’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	-7,937	Closed	-$373K	–	151
2026 Q1	$373K	Hold	7,937	–	–	0.08%	173
2025 Q4	$276K	Hold	7,937	–	–	0.06%	187
2025 Q3	$274K	Hold	7,937	–	–	0.06%	186
2025 Q2	$238K	Sell	7,937 -100	-1%	-$2.93K	0.07%	184
2025 Q1	$272K	Hold	8,037	–	–	0.08%	178
2024 Q4	$238K	Hold	8,037	–	–	0.07%	183
2024 Q3	$252K	Hold	8,037	–	–	0.08%	186
2024 Q2	$290K	Hold	8,037	–	–	0.1%	174
2024 Q1	$303K	Buy	8,037 +100	+1%	+$3.59K	0.1%	175
2023 Q4	$281K	Hold	7,937	–	–	0.11%	168
2023 Q3	$307K	Hold	7,937	–	–	0.13%	157
2023 Q2	$280K	Hold	7,937	–	–	0.11%	171
2023 Q1	$301K	Buy	+7,937	New	+$297K	0.12%	161

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 $3.38T AUM 44.17% 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

Empire Financial Management Company's BP Position: Q2 2026 in Review

Empire Financial Management Company sold out of BP (BP) in Q2 2026, closing a stake of 7,937 shares — an estimated $373K sold.

Empire Financial Management Company first reported a position in BP in Q1 2023 and held it in 13 quarters. The position peaked at $373K in Q1 2026. 1,172 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Empire Financial Management Company reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 7,937 BP shares in Q2 2026, an estimated $373K.
Empire Financial Management Company first reported a position in BP in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's BP position peaked at $373K in Q1 2026.
1,172 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.