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Generate Investment Management’s BP BP Stock Holding History

Generate Investment 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
Q2 		– Sell
-563,151
Closed -$26.5M – 93
2026
Q1 		$26.5M Buy
+563,151
New +$22.1M 1.3% 19
2024
Q4 		– Sell
-356,014
Closed -$11.2M – 80
2024
Q3 		$11.2M Buy
356,014
+59,248
+20% +$2M 0.75% 49
2024
Q2 		$10.7M Buy
296,766
+35,282
+13% +$1.32M 0.63% 47
2024
Q1 		$9.85M Sell
261,484
-91,216
-26% -$3.27M 0.71% 44
2023
Q4 		$12.5M Buy
+352,700
New +$12.9M 1.08% 36

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

Generate Investment Management's BP Position: Q2 2026 in Review

Generate Investment Management sold out of BP (BP) in Q2 2026, closing a stake of 563,151 shares — an estimated $26.5M sold.

Generate Investment Management first reported a position in BP in Q4 2023 and held it in 5 quarters. The position peaked at $26.5M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Generate Investment Management reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Generate Investment Management sold 563,151 BP shares in Q2 2026, an estimated $26.5M.
  • Generate Investment Management first reported a position in BP in Q4 2023 and held it in 5 quarters.
  • Generate Investment Management's BP position peaked at $26.5M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.