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Evelyn Partners Asset Management’s BP BP Stock Holding History

Evelyn Partners Asset 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 		$12.1K Hold
257
– – ﹤0.01% 249
2025
Q4 		$8.93K Hold
257
– – ﹤0.01% 243
2025
Q3 		$8.86K Hold
257
– – ﹤0.01% 238
2025
Q2 		$7.69K Sell
257
-3,616
-93% -$106K ﹤0.01% 200
2025
Q1 		$131K Sell
3,873
-338
-8% -$11K 0.04% 108
2024
Q4 		$124K Buy
+4,211
New +$127K 0.03% 110

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Evelyn Partners Asset Management's BP Position: Q1 2026 in Review

Evelyn Partners Asset Management held its BP (BP) position steady in Q1 2026 at 257 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Evelyn Partners Asset Management first reported a position in BP in Q4 2024 and has held it in 6 quarters since. The position peaked at $131K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Evelyn Partners Asset Management held 257 shares of BP worth $12.1K as of Q1 2026.
  • Evelyn Partners Asset Management left its BP share count unchanged in Q1 2026.
  • BP made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #249 holding.
  • Evelyn Partners Asset Management first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's BP position peaked at $131K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.