Evermay Wealth Management’s BP BP Stock Holding History

Evermay Wealth 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 Q2	$31.2K	Buy	+845	New	+$37.1K	﹤0.01%	402
2022 Q1	–	Sell	-2,643	Closed	-$70K	–	525
2021 Q4	$70K	Hold	2,643	–	–	0.01%	249
2021 Q3	$72K	Hold	2,643	–	–	0.01%	235
2021 Q2	$70K	Buy	+2,643	New	+$69.3K	0.01%	248
2020 Q1	–	Sell	-5,443	Closed	-$205K	–	137
2019 Q4	$205K	Buy	+5,443	New	+$207K	0.05%	159

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

Evermay Wealth Management's BP Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in BP (BP) in Q2 2026: 845 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in BP as recently as Q4 2021.

Evermay Wealth Management first reported a position in BP in Q4 2019 and has held it in 5 quarters since. The position peaked at $205K in Q4 2019. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Evermay Wealth Management held 845 shares of BP worth $31.2K as of Q2 2026.
BP was a new Evermay Wealth Management position in Q2 2026.
BP made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #402 holding.
Evermay Wealth Management first reported a position in BP in Q4 2019 and has held it in 5 quarters since.
Evermay Wealth Management's BP position peaked at $205K in Q4 2019.
1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.