Gilliland Jeter Wealth Management’s BP BP Stock Holding History

Gilliland Jeter Wealth 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	$2.1M	Buy	56,747 +60	+0.1%	+$2.63K	0.55%	51
2026 Q1	$2.66M	Buy	56,687 +237	+0.4%	+$9.29K	0.79%	37
2025 Q4	$1.96M	Sell	56,450 -720	-1%	-$25.3K	0.59%	43
2025 Q3	$1.97M	Sell	57,170 -2,054	-3%	-$68.8K	0.61%	43
2025 Q2	$1.77M	Sell	59,224 -1,303	-2%	-$38.2K	0.58%	44
2025 Q1	$2.05M	Buy	60,527 +301	+0.5%	+$9.82K	0.72%	38
2024 Q4	$1.78M	Sell	60,226 -2,002	-3%	-$60.1K	0.6%	41
2024 Q3	$1.95M	Buy	62,228 +323	+0.5%	+$10.9K	0.63%	40
2024 Q2	$2.23M	Buy	61,905 +217	+0.4%	+$8.13K	0.75%	33
2024 Q1	$2.32M	Sell	61,688 -7,415	-11%	-$266K	0.81%	33
2023 Q4	$2.45M	Buy	+69,103	New	+$2.53M	1.01%	28

Other funds holding BP

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gilliland Jeter Wealth Management's BP Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its BP (BP) stake by 0.11% in Q2 2026, buying an estimated $2.63K and bringing the position to 56,747 shares worth $2.1M. The position accounts for 0.55% of the portfolio, ranked #51.

Gilliland Jeter Wealth Management first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.66M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Gilliland Jeter Wealth Management held 56,747 shares of BP worth $2.1M as of Q2 2026.
Gilliland Jeter Wealth Management bought 60 BP shares in Q2 2026, an estimated $2.63K.
BP made up 0.55% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #51 holding.
Gilliland Jeter Wealth Management first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's BP position peaked at $2.66M in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.