Gladstone Institutional Advisory’s BP BP Stock Holding History

Gladstone Institutional Advisory’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	$279K	Buy	7,558 +20	+0.3%	+$878	0.01%	761
2026 Q1	$354K	Sell	7,538 -81	-1%	-$3.17K	0.01%	620
2025 Q4	$265K	Sell	7,619 -137	-2%	-$4.81K	0.01%	673
2025 Q3	$267K	Buy	+7,756	New	+$260K	0.01%	683
2025 Q2	–	Sell	-8,031	Closed	-$271K	–	757
2025 Q1	$271K	Sell	8,031 -1,489	-16%	-$48.6K	0.01%	608
2024 Q4	$281K	Buy	9,520 +368	+4%	+$11.1K	0.01%	602
2024 Q3	$287K	Sell	9,152 -11,534	-56%	-$390K	0.01%	583
2024 Q2	$747K	Buy	20,686 +1,823	+10%	+$68.3K	0.04%	344
2024 Q1	$711K	Buy	18,863 +6,759	+56%	+$242K	0.04%	346
2023 Q4	$428K	Buy	12,104 +4,638	+62%	+$170K	0.02%	444
2023 Q3	$289K	Buy	7,466 +1,190	+19%	+$44.2K	0.02%	502
2023 Q2	$221K	Sell	6,276 -763	-11%	-$28.2K	0.01%	582
2023 Q1	$267K	Sell	7,039 -2,644	-27%	-$98.8K	0.02%	552
2022 Q4	$338K	Buy	9,683 +798	+9%	+$26.6K	0.02%	475
2022 Q3	$254K	Sell	8,885 -438	-5%	-$13K	0.02%	534
2022 Q2	$264K	Sell	9,323 -1,039	-10%	-$31.8K	0.02%	535
2022 Q1	$305K	Buy	+10,362	New	+$316K	0.02%	546
2020 Q1	–	Sell	-11,236	Closed	-$425K	–	275
2019 Q4	$425K	Sell	11,236 -1,569	-12%	-$59.6K	0.1%	156
2019 Q3	$487K	Sell	12,805 -1,024	-7%	-$39.1K	0.12%	143
2019 Q2	$567K	Buy	+13,829	New	+$580K	0.17%	120
2019 Q1	–	Sell	-5,539	Closed	-$204K	–	213
2018 Q4	$204K	Buy	+5,539	New	+$221K	0.12%	162

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

Gladstone Institutional Advisory's BP Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its BP (BP) stake by 0.27% in Q2 2026, buying an estimated $878 and bringing the position to 7,558 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #761.

Gladstone Institutional Advisory first reported a position in BP in Q4 2018 and has held it in 21 quarters since. The position peaked at $747K in Q2 2024. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Gladstone Institutional Advisory held 7,558 shares of BP worth $279K as of Q2 2026.
Gladstone Institutional Advisory bought 20 BP shares in Q2 2026, an estimated $878.
BP made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #761 holding.
Gladstone Institutional Advisory first reported a position in BP in Q4 2018 and has held it in 21 quarters since.
Gladstone Institutional Advisory's BP position peaked at $747K in Q2 2024.
1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.