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 Q2	$97.5K	Buy	+2,639	New	+$116K	﹤0.01%	320

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Evelyn Partners's BP Position: Q2 2026 in Review

Evelyn Partners opened a new position in BP (BP) in Q2 2026: 2,639 shares worth $97.5K. The stake represents ﹤0.01% of the portfolio and ranks #320 among its holdings.

1,106 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Evelyn Partners held 2,639 shares of BP worth $97.5K as of Q2 2026.
BP was a new Evelyn Partners position in Q2 2026.
BP made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #320 holding.
1,106 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.