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EP Wealth Advisors’s BP BP Stock Holding History

EP Wealth Advisors’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 		$957K Buy
25,892
+6,329
+32% +$278K ﹤0.01% 764
2026
Q1 		$919K Sell
19,563
-1,944
-9% -$76.2K ﹤0.01% 664
2025
Q4 		$747K Buy
+21,507
New +$755K ﹤0.01% 709
2025
Q2 		$659K Buy
22,016
+7,924
+56% +$232K ﹤0.01% 678
2025
Q1 		$476K Buy
14,092
+394
+3% +$12.9K ﹤0.01% 722
2024
Q4 		$405K Buy
13,698
+1,686
+14% +$50.7K ﹤0.01% 761
2024
Q3 		$377K Sell
12,012
-22
-0.2% -$744 ﹤0.01% 779
2024
Q2 		$434K Buy
12,034
+2,425
+25% +$90.9K ﹤0.01% 566
2024
Q1 		$362K Sell
9,609
-806
-8% -$28.9K ﹤0.01% 580
2023
Q4 		$369K Sell
10,415
-758
-7% -$27.8K ﹤0.01% 566
2023
Q3 		$433K Sell
11,173
-1,186
-10% -$44K 0.01% 482
2023
Q2 		$415K Sell
12,359
-8,087
-40% -$299K 0.01% 505
2023
Q1 		$1.9M Buy
20,446
+12,055
+144% +$450K 0.03% 230
2022
Q4 		$293K Buy
+8,391
New +$279K 0.01% 473
2022
Q3 		– Sell
-10,585
Closed -$300K – 371
2022
Q2 		$300K Sell
10,585
-2,437
-19% -$74.7K 0.01% 481
2022
Q1 		$383K Sell
13,022
-652
-5% -$19.9K 0.01% 438
2021
Q4 		$364K Buy
13,674
+2,359
+21% +$65.4K 0.01% 422
2021
Q3 		$309K Buy
+11,315
New +$283K 0.01% 421
2017
Q2 		– Sell
-7,025
Closed -$211K – 181
2017
Q1 		$211K Sell
7,025
-1,619
-19% -$49.2K 0.03% 148
2016
Q4 		$277K Buy
8,644
+1,448
+20% +$43.6K 0.04% 116
2016
Q3 		$213K Buy
7,196
+121
+2% +$3.51K 0.03% 129
2016
Q2 		$211K Buy
+7,075
New +$191K 0.03% 123

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

EP Wealth Advisors's BP Position: Q2 2026 in Review

EP Wealth Advisors increased its BP (BP) stake by 32% in Q2 2026, buying an estimated $278K and bringing the position to 25,892 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

EP Wealth Advisors first reported a position in BP in Q2 2016 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • EP Wealth Advisors held 25,892 shares of BP worth $957K as of Q2 2026.
  • EP Wealth Advisors bought 6,329 BP shares in Q2 2026, an estimated $278K.
  • BP made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #764 holding.
  • EP Wealth Advisors first reported a position in BP in Q2 2016 and has held it in 22 quarters since.
  • EP Wealth Advisors's BP position peaked at $1.9M in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.