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Great Valley Advisor Group’s BP BP Stock Holding History

Great Valley Advisor Group’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 		$1.42M Buy
30,103
+2,349
+8% +$92K 0.03% 449
2025
Q4 		$964K Buy
27,754
+5,770
+26% +$202K 0.02% 488
2025
Q3 		$757K Sell
21,984
-2,584
-11% -$86.5K 0.02% 535
2025
Q2 		$736K Sell
24,568
-3,348
-12% -$98.2K 0.02% 515
2025
Q1 		$943K Buy
27,916
+5,290
+23% +$173K 0.02% 462
2024
Q4 		$669K Sell
22,626
-1,247
-5% -$37.5K 0.02% 521
2024
Q3 		$749K Buy
23,873
+712
+3% +$24.1K 0.02% 478
2024
Q2 		$836K Sell
23,161
-79
-0.3% -$2.96K 0.02% 423
2024
Q1 		$876K Buy
23,240
+1,021
+5% +$36.6K 0.03% 391
2023
Q4 		$787K Buy
22,219
+1,570
+8% +$57.5K 0.03% 377
2023
Q3 		$800K Buy
20,649
+4,671
+29% +$173K 0.03% 350
2023
Q2 		$564K Sell
15,978
-3,542
-18% -$131K 0.02% 418
2023
Q1 		$741K Sell
19,520
-23,727
-55% -$886K 0.03% 361
2022
Q4 		$1.51M Sell
43,247
-4,267
-9% -$142K 0.08% 254
2022
Q3 		$1.36M Sell
47,514
-3,471
-7% -$103K 0.08% 254
2022
Q2 		$1.45M Buy
50,985
+14,539
+40% +$445K 0.08% 244
2022
Q1 		$1.07M Buy
36,446
+12,735
+54% +$388K 0.06% 271
2021
Q4 		$632K Buy
23,711
+8,458
+55% +$235K 0.04% 344
2021
Q3 		$417K Buy
15,253
+2,663
+21% +$66.7K 0.03% 404
2021
Q2 		$332K Buy
+12,590
New +$330K 0.02% 438
2019
Q4 		– Sell
-5,798
Closed -$220K – 361
2019
Q3 		$220K Sell
5,798
-353
-6% -$13.5K 0.05% 316
2019
Q2 		$253K Buy
6,151
+350
+6% +$14.7K 0.06% 279
2019
Q1 		$249K Buy
+5,801
New +$238K 0.08% 258

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

Great Valley Advisor Group's BP Position: Q1 2026 in Review

Great Valley Advisor Group increased its BP (BP) stake by 8.5% in Q1 2026, buying an estimated $92K and bringing the position to 30,103 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #449.

Great Valley Advisor Group first reported a position in BP in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.51M in Q4 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Great Valley Advisor Group held 30,103 shares of BP worth $1.42M as of Q1 2026.
  • Great Valley Advisor Group bought 2,349 BP shares in Q1 2026, an estimated $92K.
  • BP made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #449 holding.
  • Great Valley Advisor Group first reported a position in BP in Q1 2019 and has held it in 23 quarters since.
  • Great Valley Advisor Group's BP position peaked at $1.51M in Q4 2022.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.