EWA
BP icon

Exencial Wealth Advisors’s BP BP Stock Holding History

Exencial 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
Q1 		$432K Buy
9,190
+67
+0.7% +$2.63K 0.01% 430
2025
Q4 		$317K Sell
9,123
-84
-0.9% -$2.95K 0.01% 457
2025
Q3 		$317K Sell
9,207
-664
-7% -$22.2K 0.01% 447
2025
Q2 		$295K Sell
9,871
-382
-4% -$11.2K 0.01% 432
2025
Q1 		$346K Sell
10,253
-52
-0.5% -$1.7K 0.01% 408
2024
Q4 		$305K Sell
10,305
-34
-0.3% -$1.02K 0.01% 429
2024
Q3 		$325K Sell
10,339
-94
-0.9% -$3.18K 0.01% 424
2024
Q2 		$377K Buy
10,433
+139
+1% +$5.21K 0.01% 401
2024
Q1 		$388K Sell
10,294
-391
-4% -$14K 0.01% 402
2023
Q4 		$378K Buy
10,685
+2,069
+24% +$75.8K 0.02% 391
2023
Q3 		$334K Sell
8,616
-21
-0.2% -$779 0.02% 350
2023
Q2 		$305K Buy
8,637
+852
+11% +$31.5K 0.01% 365
2023
Q1 		$295K Sell
7,785
-82
-1% -$3.06K 0.02% 357
2022
Q4 		$275K Buy
7,867
+435
+6% +$14.5K 0.01% 372
2022
Q3 		$212K Buy
7,432
+35
+0.5% +$1.04K 0.01% 394
2022
Q2 		$210K Buy
7,397
+100
+1% +$3.06K 0.01% 402
2022
Q1 		$215K Buy
+7,297
New +$222K 0.01% 418

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Exencial Wealth Advisors's BP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its BP (BP) stake by 0.73% in Q1 2026, buying an estimated $2.63K and bringing the position to 9,190 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #430.

Exencial Wealth Advisors first reported a position in BP in Q1 2022 and has held it in 17 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Exencial Wealth Advisors held 9,190 shares of BP worth $432K as of Q1 2026.
  • Exencial Wealth Advisors bought 67 BP shares in Q1 2026, an estimated $2.63K.
  • BP made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #430 holding.
  • Exencial Wealth Advisors first reported a position in BP in Q1 2022 and has held it in 17 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.