Financial Gravity Asset Management’s BP BP Stock Holding History

Financial Gravity Asset 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	$174K	Sell	3,703 -1,234	-25%	-$48.3K	0.03%	176
2025 Q4	$171K	Hold	4,937	–	–	0.03%	137
2025 Q3	$170K	Buy	+4,937	New	+$165K	0.03%	164
2025 Q1	$167K	Buy	+4,937	New	+$161K	0.04%	160
2024 Q2	$178K	Sell	4,937 -51	-1%	-$1.91K	0.04%	134
2024 Q1	$177K	Buy	4,988 +1	+0%	+$36	0.05%	134
2023 Q4	$177K	Buy	+4,987	New	+$183K	0.05%	133
2021 Q3	–	Sell	-1	Closed	-$26K	–	954
2021 Q2	$26K	Buy	+1	New	+$26	0.01%	750
2020 Q4	$0	Buy	+4	New	+$75	﹤0.01%	498
2019 Q4	$51K	Sell	569 -141	-20%	-$5.35K	0.04%	631
2019 Q3	$27K	Sell	710 -200	-22%	-$7.63K	0.02%	398
2019 Q2	$37K	Sell	910 -513	-36%	-$21.5K	0.03%	382
2019 Q1	$62K	Buy	+1,423	New	+$58.3K	0.05%	268
2018 Q3	$43K	Buy	1,098 +989	+907%	+$41.4K	0.05%	362
2018 Q2	$4K	Buy	109 +12	+12%	+$504	﹤0.01%	802
2018 Q1	$4K	Buy	+97	New	+$3.65K	﹤0.01%	766

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Financial Gravity Asset Management's BP Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its BP (BP) stake by 25% in Q1 2026, selling an estimated $48.3K and leaving 3,703 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #176.

Financial Gravity Asset Management first reported a position in BP in Q1 2018 and has held it in 16 quarters since. The position peaked at $178K in Q2 2024. 1,261 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Financial Gravity Asset Management held 3,703 shares of BP worth $174K as of Q1 2026.
Financial Gravity Asset Management sold 1,234 BP shares in Q1 2026, an estimated $48.3K.
BP made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #176 holding.
Financial Gravity Asset Management first reported a position in BP in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's BP position peaked at $178K in Q2 2024.
1,261 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.