EverSource Wealth Advisors’s BP BP Stock Holding History

EverSource Wealth Advisors’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	$403K	Sell	10,910 -3,951	-27%	-$173K	0.01%	652
2026 Q1	$698K	Buy	14,861 +684	+5%	+$26.8K	0.02%	480
2025 Q4	$492K	Sell	14,177 -447	-3%	-$15.7K	0.02%	548
2025 Q3	$504K	Sell	14,624 -913	-6%	-$30.6K	0.02%	502
2025 Q2	$465K	Buy	15,537 +4,856	+45%	+$142K	0.02%	482
2025 Q1	$361K	Buy	10,681 +1,258	+13%	+$41.1K	0.02%	465
2024 Q4	$279K	Sell	9,423 -4,004	-30%	-$120K	0.02%	531
2024 Q3	$421K	Sell	13,427 -1,660	-11%	-$56.2K	0.03%	364
2024 Q2	$534K	Buy	15,087 +498	+3%	+$18.7K	0.04%	298
2024 Q1	$566K	Buy	14,589 +1,344	+10%	+$48.2K	0.04%	248
2023 Q4	$469K	Buy	13,245 +333	+3%	+$12.2K	0.04%	254
2023 Q3	$500K	Sell	12,912 -420	-3%	-$15.6K	0.05%	228
2023 Q2	$470K	Buy	13,332 +206	+2%	+$7.62K	0.05%	235
2023 Q1	$498K	Buy	13,126 +350	+3%	+$13.1K	0.06%	216
2022 Q4	$446K	Sell	12,776 -441	-3%	-$14.7K	0.07%	212
2022 Q3	$378K	Buy	13,217 +5,612	+74%	+$167K	0.09%	204
2022 Q2	$216K	Buy	7,605 +1,205	+19%	+$36.9K	0.06%	248
2022 Q1	$189K	Sell	6,400 -94	-1%	-$2.87K	0.05%	258
2021 Q4	$173K	Buy	+6,494	New	+$180K	0.05%	243

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

EverSource Wealth Advisors's BP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BP (BP) stake by 27% in Q2 2026, selling an estimated $173K and leaving 10,910 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #652.

EverSource Wealth Advisors first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $698K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

EverSource Wealth Advisors held 10,910 shares of BP worth $403K as of Q2 2026.
EverSource Wealth Advisors sold 3,951 BP shares in Q2 2026, an estimated $173K.
BP made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #652 holding.
EverSource Wealth Advisors first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's BP position peaked at $698K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.