Excalibur Management’s BP BP Stock Holding History

Excalibur 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 Q1	$284K	Buy	6,037 +47	+0.8%	+$1.84K	0.1%	137
2025 Q4	$208K	Buy	5,990 +30	+0.5%	+$1.05K	0.08%	155
2025 Q3	$205K	Buy	+5,960	New	+$200K	0.07%	160
2025 Q2	–	Sell	-5,955	Closed	-$201K	–	167
2025 Q1	$201K	Buy	+5,955	New	+$194K	0.08%	162
2019 Q4	–	Sell	-5,353	Closed	-$203K	–	111
2019 Q3	$203K	Sell	5,353 -7,663	-59%	-$292K	0.18%	61
2019 Q2	$534K	Buy	+13,016	New	+$546K	0.49%	46

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Excalibur Management's BP Position: Q1 2026 in Review

Excalibur Management increased its BP (BP) stake by 0.78% in Q1 2026, buying an estimated $1.84K and bringing the position to 6,037 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #137.

Excalibur Management first reported a position in BP in Q2 2019 and has held it in 6 quarters since. The position peaked at $534K in Q2 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Excalibur Management held 6,037 shares of BP worth $284K as of Q1 2026.
Excalibur Management bought 47 BP shares in Q1 2026, an estimated $1.84K.
BP made up 0.1% of Excalibur Management's portfolio in Q1 2026, its #137 holding.
Excalibur Management first reported a position in BP in Q2 2019 and has held it in 6 quarters since.
Excalibur Management's BP position peaked at $534K in Q2 2019.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.