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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gladstone Institutional Advisory's BP Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its BP (BP) stake by 1.1% in Q1 2026, selling an estimated $3.17K and leaving 7,538 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #620.

Gladstone Institutional Advisory first reported a position in BP in Q4 2018 and has held it in 20 quarters since. The position peaked at $747K in Q2 2024. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Gladstone Institutional Advisory held 7,538 shares of BP worth $354K as of Q1 2026.
  • Gladstone Institutional Advisory sold 81 BP shares in Q1 2026, an estimated $3.17K.
  • BP made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #620 holding.
  • Gladstone Institutional Advisory first reported a position in BP in Q4 2018 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's BP position peaked at $747K in Q2 2024.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.