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Financial Gravity Companies’s BP BP Stock Holding History

Financial Gravity Companies’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 		$137K Buy
+3,703
New +$162K 0.02% 197
2025
Q2 		$148K Buy
+4,937
New +$145K 0.03% 185
2024
Q4 		$146K Buy
+4,937
New +$148K 0.03% 164
2018
Q4 		$43K Buy
+1,067
New +$42.6K 0.04% 377
2018
Q1 		$4K Sell
97
-54
-36% -$2.03K ﹤0.01% 766
2017
Q4 		$6K Buy
+151
New +$5.47K 0.01% 660

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Gravity Companies's BP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in BP (BP) in Q2 2026: 3,703 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BP as recently as Q2 2025.

Financial Gravity Companies first reported a position in BP in Q4 2017 and has held it in 6 quarters since. The position peaked at $148K in Q2 2025. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Financial Gravity Companies held 3,703 shares of BP worth $137K as of Q2 2026.
  • BP was a new Financial Gravity Companies position in Q2 2026.
  • BP made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #197 holding.
  • Financial Gravity Companies first reported a position in BP in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's BP position peaked at $148K in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.