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Garton & Associates Financial Advisors’s BP BP Stock Holding History

Garton & Associates Financial 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 		– Sell
-245
Closed -$8.49K – 195
2025
Q4 		$8.49K Buy
+245
New +$8.6K ﹤0.01% 872

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Garton & Associates Financial Advisors's BP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of BP (BP) in Q1 2026, closing a stake of 245 shares — an estimated $8.49K sold.

Garton & Associates Financial Advisors first reported a position in BP in Q4 2025 and held it in 1 quarter. The position peaked at $8.49K in Q4 2025. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 245 BP shares in Q1 2026, an estimated $8.49K.
  • Garton & Associates Financial Advisors first reported a position in BP in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's BP position peaked at $8.49K in Q4 2025.
  • 1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.