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Halbert Hargrove Global Advisors’s BP BP Stock Holding History

Halbert Hargrove Global 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 		$21.5K Buy
583
+15
+3% +$658 ﹤0.01% 261
2026
Q1 		$26.7K Hold
568
– – ﹤0.01% 229
2025
Q4 		$19.7K Hold
568
– – ﹤0.01% 249
2025
Q3 		$19.6K Buy
568
+500
+735% +$16.7K ﹤0.01% 252
2025
Q2 		$2.04K Sell
68
-8
-11% -$235 ﹤0.01% 288
2025
Q1 		$2.57K Buy
76
+8
+12% +$261 ﹤0.01% 376
2024
Q4 		$2.01K Buy
+68
New +$2.04K ﹤0.01% 280
2015
Q3 		– Sell
-15,957
Closed -$537K – 107
2015
Q2 		$537K Sell
15,957
-1,384
-8% -$48.5K 0.13% 73
2015
Q1 		$563K Buy
17,341
+7,057
+69% +$231K 0.18% 71
2014
Q4 		$325K Sell
10,284
-913
-8% -$30.7K 0.16% 76
2014
Q3 		$403K Buy
+11,197
New +$444K 0.11% 72
2014
Q2 		– Sell
-10,691
Closed -$421K – 126
2014
Q1 		$421K Sell
10,691
-753
-7% -$29.7K 0.13% 54
2013
Q4 		$455K Buy
+11,444
New +$426K 0.14% 49

Other funds holding BP

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Halbert Hargrove Global Advisors's BP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its BP (BP) stake by 2.6% in Q2 2026, buying an estimated $658 and bringing the position to 583 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Halbert Hargrove Global Advisors first reported a position in BP in Q4 2013 and has held it in 13 quarters since. The position peaked at $563K in Q1 2015. 482 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Halbert Hargrove Global Advisors held 583 shares of BP worth $21.5K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 15 BP shares in Q2 2026, an estimated $658.
  • BP made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #261 holding.
  • Halbert Hargrove Global Advisors first reported a position in BP in Q4 2013 and has held it in 13 quarters since.
  • Halbert Hargrove Global Advisors's BP position peaked at $563K in Q1 2015.
  • 482 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.