FP
BP icon

Financial Perspectives’s BP BP Stock Holding History

Financial Perspectives’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 		$25.1K Hold
680
– – 0.01% 431
2026
Q1 		$32K Hold
680
– – 0.01% 380
2025
Q4 		$23.6K Hold
680
– – 0.01% 414
2025
Q3 		$23.4K Hold
680
– – 0.01% 406
2025
Q2 		$20.4K Sell
680
-51
-7% -$1.5K 0.01% 412
2025
Q1 		$24.7K Buy
731
+51
+8% +$1.67K 0.01% 385
2024
Q4 		$20.1K Hold
680
– – 0.01% 406
2024
Q3 		$21.3K Hold
680
– – 0.01% 381
2024
Q2 		$24.5K Hold
680
– – 0.01% 356
2024
Q1 		$25.6K Hold
680
– – 0.01% 345
2023
Q4 		$24.1K Hold
680
– – 0.01% 359
2023
Q3 		$26.3K Hold
680
– – 0.01% 327
2023
Q2 		$24K Hold
680
– – 0.01% 343
2023
Q1 		$25.8K Buy
680
+476
+233% +$17.8K 0.01% 329
2022
Q4 		$7.11K Buy
204
+3
+1% +$100 ﹤0.01% 478
2022
Q3 		$5.75K Buy
201
+2
+1% +$60 ﹤0.01% 491
2022
Q2 		$5.64K Buy
199
+2
+1% +$61 ﹤0.01% 502
2022
Q1 		$5.78K Buy
197
+2
+1% +$61 ﹤0.01% 522
2021
Q4 		$5.18K Sell
195
-149
-43% -$4.13K ﹤0.01% 507
2021
Q3 		$9.4K Sell
344
-2,688
-89% -$67.3K ﹤0.01% 448
2021
Q2 		$80.1K Buy
3,032
+2
+0.1% +$52 0.04% 211
2021
Q1 		$73.8K Buy
3,030
+3
+0.1% +$72 0.04% 208
2020
Q4 		$62.1K Sell
3,027
-147
-5% -$2.77K 0.04% 205
2020
Q3 		$55.4K Buy
3,174
+5
+0.2% +$108 0.04% 193
2020
Q2 		$73.9K Buy
3,169
+9
+0.3% +$216 0.05% 158
2020
Q1 		$77.1K Buy
3,160
+178
+6% +$5.76K 0.06% 131
2019
Q4 		$113K Buy
+2,982
New +$113K 0.08% 114

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 Perspectives's BP Position: Q2 2026 in Review

Financial Perspectives held its BP (BP) position steady in Q2 2026 at 680 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #431.

Financial Perspectives first reported a position in BP in Q4 2019 and has held it in 27 quarters since. The position peaked at $113K in Q4 2019. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Financial Perspectives held 680 shares of BP worth $25.1K as of Q2 2026.
  • Financial Perspectives left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #431 holding.
  • Financial Perspectives first reported a position in BP in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's BP position peaked at $113K in Q4 2019.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.