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Essex Financial Services’s BP BP Stock Holding History

Essex Financial Services’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 		$234K Sell
6,329
-636
-9% -$27.9K 0.01% 739
2026
Q1 		$327K Buy
+6,965
New +$273K 0.02% 580
2020
Q1 		– Sell
-5,796
Closed -$219K – 251
2019
Q4 		$219K Sell
5,796
-390
-6% -$14.8K 0.06% 242
2019
Q3 		$235K Buy
6,186
+48
+0.8% +$1.83K 0.08% 217
2019
Q2 		$252K Buy
6,138
+390
+7% +$16.4K 0.07% 204
2019
Q1 		$247K Sell
5,748
-69
-1% -$2.83K 0.07% 199
2018
Q4 		$214K Sell
5,817
-470
-7% -$18.8K 0.07% 225
2018
Q3 		$277K Buy
6,287
+630
+11% +$26.3K 0.06% 227
2018
Q2 		$243K Sell
5,657
-507
-8% -$21.3K 0.06% 233
2018
Q1 		$232K Sell
6,164
-902
-13% -$34K 0.05% 305
2017
Q4 		$272K Sell
7,066
-340
-5% -$12.3K 0.06% 225
2017
Q3 		$257K Sell
7,406
-243
-3% -$7.72K 0.06% 226
2017
Q2 		$235K Sell
7,649
-734
-9% -$22.8K 0.05% 310
2017
Q1 		$252K Sell
8,383
-146
-2% -$4.44K 0.06% 276
2016
Q4 		$273K Sell
8,529
-839
-9% -$25.2K 0.06% 263
2016
Q3 		$277K Sell
9,368
-31
-0.3% -$899 0.07% 251
2016
Q2 		$281K Sell
9,399
-2,675
-22% -$72.1K 0.07% 246
2016
Q1 		$307K Buy
12,074
+73
+0.6% +$1.84K 0.08% 232
2015
Q4 		$316K Buy
12,001
+11
+0.1% +$313 0.08% 226
2015
Q3 		$308K Sell
11,990
-45
-0.4% -$1.32K 0.08% 225
2015
Q2 		$405K Sell
12,035
-597
-5% -$20.9K 0.1% 205
2015
Q1 		$410K Sell
12,632
-954
-7% -$31.2K 0.11% 202
2014
Q4 		$430K Buy
13,586
+854
+7% +$28.7K 0.11% 193
2014
Q3 		$458K Sell
12,732
-152
-1% -$6.02K 0.14% 172
2014
Q2 		$556K Buy
12,884
+489
+4% +$20.2K 0.17% 145
2014
Q1 		$488K Sell
12,395
-62
-0.5% -$2.44K 0.16% 148
2013
Q4 		$495K Sell
12,457
-942
-7% -$35.1K 0.17% 132
2013
Q3 		$461 Hold
13,399
– – 0.14% 141
2013
Q2 		$457K Buy
+13,399
New +$466K 0.16% 138

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Essex Financial Services's BP Position: Q2 2026 in Review

Essex Financial Services reduced its BP (BP) stake by 9.1% in Q2 2026, selling an estimated $27.9K and leaving 6,329 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #739.

Essex Financial Services first reported a position in BP in Q2 2013 and has held it in 29 quarters since. The position peaked at $556K in Q2 2014. 890 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Essex Financial Services held 6,329 shares of BP worth $234K as of Q2 2026.
  • Essex Financial Services sold 636 BP shares in Q2 2026, an estimated $27.9K.
  • BP made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #739 holding.
  • Essex Financial Services first reported a position in BP in Q2 2013 and has held it in 29 quarters since.
  • Essex Financial Services's BP position peaked at $556K in Q2 2014.
  • 890 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.