Empirical Wealth Management’s BP BP Stock Holding History

Empirical 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	$504K	Buy	13,639 +2,079	+18%	+$91.2K	0.01%	677
2026 Q1	$543K	Buy	11,560 +2,334	+25%	+$91.4K	0.01%	549
2025 Q4	$320K	Buy	+9,226	New	+$324K	0.01%	674
2020 Q4	–	Sell	-20,321	Closed	-$355K	–	382
2020 Q3	$355K	Sell	20,321 -29	-0.1%	-$628	0.03%	258
2020 Q2	$475K	Sell	20,350 -1,793	-8%	-$43K	0.04%	218
2020 Q1	$540K	Buy	+22,143	New	+$716K	0.06%	173
2019 Q3	–	Sell	-5,976	Closed	-$245K	–	287
2019 Q2	$245K	Buy	+5,976	New	+$251K	0.03%	224

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Empirical Wealth Management increased its BP (BP) stake by 18% in Q2 2026, buying an estimated $91.2K and bringing the position to 13,639 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #677.

Empirical Wealth Management first reported a position in BP in Q2 2019 and has held it in 7 quarters since. The position peaked at $543K in Q1 2026. 831 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Empirical Wealth Management held 13,639 shares of BP worth $504K as of Q2 2026.
Empirical Wealth Management bought 2,079 BP shares in Q2 2026, an estimated $91.2K.
BP made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #677 holding.
Empirical Wealth Management first reported a position in BP in Q2 2019 and has held it in 7 quarters since.
Empirical Wealth Management's BP position peaked at $543K in Q1 2026.
831 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.