Estabrook Capital Management’s BP BP Stock Holding History

Estabrook Capital 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 Q1	$235K	Hold	5,000	–	–	0.03%	114
2025 Q4	$174K	Sell	5,000 -302	-6%	-$10.6K	0.03%	124
2025 Q3	$183K	Hold	5,302	–	–	0.03%	120
2025 Q2	$159K	Hold	5,302	–	–	0.02%	124
2025 Q1	$179K	Sell	5,302 -1,900	-26%	-$62K	0.03%	120
2024 Q4	$213K	Hold	7,202	–	–	0.03%	117
2024 Q3	$226K	Hold	7,202	–	–	0.03%	122
2024 Q2	$260K	Hold	7,202	–	–	0.04%	121
2024 Q1	$271K	Hold	7,202	–	–	0.04%	122
2023 Q4	$255K	Sell	7,202 -200	-3%	-$7.32K	0.04%	121
2023 Q3	$287K	Hold	7,402	–	–	0.05%	115
2023 Q2	$261K	Hold	7,402	–	–	0.04%	125
2023 Q1	$281K	Hold	7,402	–	–	0.05%	125
2022 Q4	$259K	Hold	7,402	–	–	0.04%	125
2022 Q3	$211K	Hold	7,402	–	–	0.04%	130
2022 Q2	$210K	Buy	7,402 +2,100	+40%	+$64.3K	0.04%	132
2022 Q1	$156K	Hold	5,302	–	–	0.02%	149
2021 Q4	$141K	Hold	5,302	–	–	0.02%	160
2021 Q3	$145K	Hold	5,302	–	–	0.02%	145
2021 Q2	$140K	Hold	5,302	–	–	0.02%	149
2021 Q1	$129K	Hold	5,302	–	–	0.02%	155
2020 Q4	$109K	Hold	5,302	–	–	0.02%	159
2020 Q3	$92.6K	Hold	5,302	–	–	0.02%	154
2020 Q2	$124K	Sell	5,302 -3,000	-36%	-$72K	0.02%	144
2020 Q1	$202K	Hold	8,302	–	–	0.04%	120
2019 Q4	$313K	Hold	8,302	–	–	0.05%	121
2019 Q3	$315K	Sell	8,302 -140	-2%	-$5.34K	0.05%	119
2019 Q2	$346K	Hold	8,442	–	–	0.06%	111
2019 Q1	$363K	Sell	8,442 -124	-1%	-$5.08K	0.06%	106
2018 Q4	$315K	Sell	8,566 -365	-4%	-$14.6K	0.06%	112
2018 Q3	$393K	Sell	8,931 -129	-1%	-$5.39K	0.06%	107
2018 Q2	$389K	Sell	9,060 -117	-1%	-$4.92K	0.06%	103
2018 Q1	$346K	Sell	9,177 -138	-1%	-$5.2K	0.05%	109
2017 Q4	$358K	Sell	9,315 -140	-1%	-$5.07K	0.05%	110
2017 Q3	$328K	Sell	9,455 -163	-2%	-$5.18K	0.05%	115
2017 Q2	$295K	Sell	9,618 -160	-2%	-$4.98K	0.05%	121
2017 Q1	$294K	Sell	9,778 -262	-3%	-$7.96K	0.05%	120
2016 Q4	$322K	Sell	10,040 -1,329	-12%	-$40K	0.05%	119
2016 Q3	$336K	Buy	11,369 +5,963	+110%	+$173K	0.05%	121
2016 Q2	$162K	Buy	5,406 +20	+0.4%	+$539	0.02%	145
2016 Q1	$137K	Sell	5,386 -105	-2%	-$2.65K	0.02%	158
2015 Q4	$144K	Sell	5,491 -388	-7%	-$11K	0.02%	154
2015 Q3	$151K	Sell	5,879 -94	-2%	-$2.75K	0.02%	158
2015 Q2	$201K	Sell	5,973 -84	-1%	-$2.94K	0.02%	153
2015 Q1	$197K	Sell	6,057 -1,184	-16%	-$38.8K	0.02%	158
2014 Q4	$229K	Sell	7,241 -76	-1%	-$2.55K	0.03%	149
2014 Q3	$263K	Buy	7,317 +12	+0.2%	+$475	0.03%	150
2014 Q2	$315K	Sell	7,305 -2,429	-25%	-$100K	0.03%	146
2014 Q1	$383K	Hold	9,734	–	–	0.04%	135
2013 Q4	$387K	Buy	9,734 +124	+1%	+$4.62K	0.04%	137
2013 Q3	$330K	Sell	9,610 -123	-1%	-$4.22K	0.04%	142
2013 Q2	$332K	Buy	+9,733	New	+$339K	0.04%	143

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Estabrook Capital Management's BP Position: Q1 2026 in Review

Estabrook Capital Management held its BP (BP) position steady in Q1 2026 at 5,000 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #114.

Estabrook Capital Management first reported a position in BP in Q2 2013 and has held it in 52 quarters since. The position peaked at $393K in Q3 2018. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Estabrook Capital Management held 5,000 shares of BP worth $235K as of Q1 2026.
Estabrook Capital Management left its BP share count unchanged in Q1 2026.
BP made up 0.03% of Estabrook Capital Management's portfolio in Q1 2026, its #114 holding.
Estabrook Capital Management first reported a position in BP in Q2 2013 and has held it in 52 quarters since.
Estabrook Capital Management's BP position peaked at $393K in Q3 2018.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.