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Evelyn Partners Investment Management’s BP BP Stock Holding History

Evelyn Partners Investment 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 		$112K Hold
2,382
– – ﹤0.01% 239
2025
Q4 		$82.7K Hold
2,382
– – ﹤0.01% 258
2025
Q3 		$82.1K Hold
2,382
– – ﹤0.01% 255
2025
Q2 		$71.3K Hold
2,382
– – ﹤0.01% 262
2025
Q1 		$80.5K Sell
2,382
-300
-11% -$9.79K ﹤0.01% 248
2024
Q4 		$79.3K Buy
+2,682
New +$80.6K ﹤0.01% 251

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Evelyn Partners Investment Management held its BP (BP) position steady in Q1 2026 at 2,382 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Evelyn Partners Investment Management first reported a position in BP in Q4 2024 and has held it in 6 quarters since. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Evelyn Partners Investment Management held 2,382 shares of BP worth $112K as of Q1 2026.
  • Evelyn Partners Investment Management left its BP share count unchanged in Q1 2026.
  • BP made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #239 holding.
  • Evelyn Partners Investment Management first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

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