Evolve Private Wealth’s BP BP Stock Holding History

Evolve Private Wealth’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	–	Sell	-4,775	Closed	-$224K	–	1026
2026 Q1	$224K	Buy	+4,775	New	+$187K	0.01%	896

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

Evolve Private Wealth's BP Position: Q2 2026 in Review

Evolve Private Wealth sold out of BP (BP) in Q2 2026, closing a stake of 4,775 shares — an estimated $224K sold.

Evolve Private Wealth first reported a position in BP in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Evolve Private Wealth reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 4,775 BP shares in Q2 2026, an estimated $224K.
Evolve Private Wealth first reported a position in BP in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's BP position peaked at $224K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.