Gratus Wealth Advisors’s BP BP Stock Holding History

Gratus Wealth Advisors’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	$220K	Buy	5,949 +2	+0%	+$88	0.03%	134
2026 Q1	$280K	Buy	5,947 +1	+0%	+$39	0.04%	124
2025 Q4	$207K	Buy	5,946 +2	+0%	+$70	0.03%	127
2025 Q3	$205K	Buy	+5,944	New	+$199K	0.03%	129
2025 Q2	–	Sell	-5,941	Closed	-$201K	–	134
2025 Q1	$201K	Buy	+5,941	New	+$194K	0.03%	127
2024 Q3	–	Sell	-5,941	Closed	-$210K	–	134
2024 Q2	$210K	Hold	5,941	–	–	0.04%	131
2024 Q1	$225K	Buy	+5,941	New	+$213K	0.04%	126

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

Gratus Wealth Advisors's BP Position: Q2 2026 in Review

Gratus Wealth Advisors increased its BP (BP) stake by 0.03% in Q2 2026, buying an estimated $88 and bringing the position to 5,949 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #134.

Gratus Wealth Advisors first reported a position in BP in Q1 2024 and has held it in 7 quarters since. The position peaked at $280K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Gratus Wealth Advisors held 5,949 shares of BP worth $220K as of Q2 2026.
Gratus Wealth Advisors bought 2 BP shares in Q2 2026, an estimated $88.
BP made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Gratus Wealth Advisors first reported a position in BP in Q1 2024 and has held it in 7 quarters since.
Gratus Wealth Advisors's BP position peaked at $280K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.