Evelyn Partners’s BP BP Stock Holding History

Evelyn Partners’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 Q3	$116K	Hold	2,639	–	–	﹤0.01%	355
2026 Q2	$97.5K	Buy	+2,639	New	+$116K	﹤0.01%	320

Other funds holding BP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Caxton Associates (UK) London $4.84B AUM 42.87% 1-Year Est. Return

Evelyn Partners's BP Position: Q3 2026 in Review

Evelyn Partners held its BP (BP) position steady in Q3 2026 at 2,639 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Evelyn Partners first reported a position in BP in Q2 2026 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold BP as of Q3 2026.

Evelyn Partners held 2,639 shares of BP worth $116K as of Q3 2026.
Evelyn Partners left its BP share count unchanged in Q3 2026.
BP made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #355 holding.
Evelyn Partners first reported a position in BP in Q2 2026 and has held it in 2 quarters since.
1,054 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.