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 Q2	$232K	Buy	6,277 +240	+4%	+$10.5K	0.08%	159
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 $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

Excalibur Management's BP Position: Q2 2026 in Review

Excalibur Management increased its BP (BP) stake by 4% in Q2 2026, buying an estimated $10.5K and bringing the position to 6,277 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #159.

Excalibur Management first reported a position in BP in Q2 2019 and has held it in 7 quarters since. The position peaked at $534K in Q2 2019. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Excalibur Management held 6,277 shares of BP worth $232K as of Q2 2026.
Excalibur Management bought 240 BP shares in Q2 2026, an estimated $10.5K.
BP made up 0.08% of Excalibur Management's portfolio in Q2 2026, its #159 holding.
Excalibur Management first reported a position in BP in Q2 2019 and has held it in 7 quarters since.
Excalibur Management's BP position peaked at $534K in Q2 2019.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.