GIM
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Goelzer Investment Management’s BP BP Stock Holding History

Goelzer 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 		$261K Hold
7,074
– – 0.01% 291
2026
Q1 		$332K Hold
7,074
– – 0.02% 256
2025
Q4 		$246K Buy
7,074
+415
+6% +$14.6K 0.01% 260
2025
Q3 		$229K Buy
+6,659
New +$223K 0.01% 234
2025
Q2 		– Sell
-6,659
Closed -$225K – 247
2025
Q1 		$225K Sell
6,659
-578
-8% -$18.9K 0.01% 231
2024
Q4 		$214K Sell
7,237
-1,672
-19% -$50.2K 0.01% 235
2024
Q3 		$280K Hold
8,909
– – 0.02% 213
2024
Q2 		$322K Hold
8,909
– – 0.02% 207
2024
Q1 		$336K Sell
8,909
-12
-0.1% -$430 0.02% 210
2023
Q4 		$316K Buy
8,921
+12
+0.1% +$439 0.02% 204
2023
Q3 		$345K Buy
8,909
+1,500
+20% +$55.7K 0.02% 192
2023
Q2 		$261K Hold
7,409
– – 0.02% 208
2023
Q1 		$281K Sell
7,409
-100
-1% -$3.74K 0.02% 211
2022
Q4 		$262K Hold
7,509
– – 0.02% 220
2022
Q3 		$214K Hold
7,509
– – 0.02% 220
2022
Q2 		$213K Hold
7,509
– – 0.02% 213
2022
Q1 		$221K Sell
7,509
-85
-1% -$2.59K 0.02% 209
2021
Q4 		$202K Buy
7,594
+85
+1% +$2.36K 0.02% 220
2021
Q3 		$205K Sell
7,509
-1,155
-13% -$28.9K 0.02% 213
2021
Q2 		$229K Sell
8,664
-856
-9% -$22.4K 0.02% 208
2021
Q1 		$232K Buy
+9,520
New +$229K 0.02% 197
2020
Q4 		– Sell
-25,122
Closed -$439K – 200
2020
Q3 		$439K Sell
25,122
-426
-2% -$9.22K 0.04% 202
2020
Q2 		$596K Buy
25,548
+147
+0.6% +$3.53K 0.06% 175
2020
Q1 		$620K Buy
25,401
+853
+3% +$27.6K 0.07% 177
2019
Q4 		$926K Sell
24,548
-4,491
-15% -$171K 0.08% 171
2019
Q3 		$1.1M Sell
29,039
-83
-0.3% -$3.17K 0.1% 161
2019
Q2 		$1.19M Sell
29,122
-178
-0.6% -$7.47K 0.11% 164
2019
Q1 		$1.26M Buy
29,300
+11,339
+63% +$465K 0.12% 163
2018
Q4 		$660K Sell
17,961
-271
-1% -$10.8K 0.08% 156
2018
Q3 		$803K Sell
18,232
-292
-2% -$12.2K 0.09% 155
2018
Q2 		$796K Sell
18,524
-240
-1% -$10.1K 0.09% 152
2018
Q1 		$707K Sell
18,764
-501
-3% -$18.9K 0.08% 157
2017
Q4 		$741K Buy
19,265
+952
+5% +$34.5K 0.08% 157
2017
Q3 		$635K Sell
18,313
-315
-2% -$10K 0.07% 158
2017
Q2 		$572K Sell
18,628
-492
-3% -$15.3K 0.07% 154
2017
Q1 		$576K Sell
19,120
-342
-2% -$10.4K 0.07% 154
2016
Q4 		$623K Sell
19,462
-681
-3% -$20.5K 0.08% 159
2016
Q3 		$596K Sell
20,143
-178
-0.9% -$5.16K 0.08% 159
2016
Q2 		$607K Buy
20,321
+1,235
+6% +$33.3K 0.08% 157
2016
Q1 		$485K Hold
19,086
– – 0.07% 162
2015
Q4 		$502K Sell
19,086
-2,110
-10% -$60K 0.07% 164
2015
Q3 		$545K Buy
21,196
+1,246
+6% +$36.5K 0.09% 157
2015
Q2 		$671K Sell
19,950
-375
-2% -$13.1K 0.1% 153
2015
Q1 		$660K Sell
20,325
-2,645
-12% -$86.6K 0.1% 150
2014
Q4 		$727K Sell
22,970
-3,356
-13% -$113K 0.11% 148
2014
Q3 		$946K Buy
26,326
+4,327
+20% +$171K 0.16% 141
2014
Q2 		$949K Sell
21,999
-489
-2% -$20.2K 0.16% 140
2014
Q1 		$885K Buy
22,488
+135
+0.6% +$5.32K 0.16% 140
2013
Q4 		$889K Buy
22,353
+49
+0.2% +$1.82K 0.16% 139
2013
Q3 		$767K Sell
22,304
-22,793
-51% -$782K 0.16% 136
2013
Q2 		$1.54M Buy
+45,097
New +$1.57M 0.16% 138

Other funds holding BP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

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

Goelzer Investment Management held its BP (BP) position steady in Q2 2026 at 7,074 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #291.

Goelzer Investment Management first reported a position in BP in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.54M in Q2 2013. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Goelzer Investment Management held 7,074 shares of BP worth $261K as of Q2 2026.
  • Goelzer Investment Management left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #291 holding.
  • Goelzer Investment Management first reported a position in BP in Q2 2013 and has held it in 51 quarters since.
  • Goelzer Investment Management's BP position peaked at $1.54M in Q2 2013.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.