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Harbor Investment Advisory’s BP BP Stock Holding History

Harbor Investment 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
Q2 		$21.7K Hold
587
– – ﹤0.01% 929
2026
Q1 		$27.6K Sell
587
-4
-0.7% -$157 ﹤0.01% 724
2025
Q4 		$20.5K Buy
591
+3
+0.5% +$105 ﹤0.01% 822
2025
Q3 		$20.3K Hold
588
– – ﹤0.01% 789
2025
Q2 		$17.6K Hold
588
– – ﹤0.01% 799
2025
Q1 		$19.9K Hold
588
– – ﹤0.01% 769
2024
Q4 		$17.4K Hold
588
– – ﹤0.01% 774
2024
Q3 		$18.5K Sell
588
-1,114
-65% -$37.7K ﹤0.01% 761
2024
Q2 		$61.4K Sell
1,702
-16
-0.9% -$600 0.01% 544
2024
Q1 		$64.7K Buy
1,718
+130
+8% +$4.66K 0.01% 531
2023
Q4 		$56.2K Buy
1,588
+1,060
+201% +$38.8K 0.01% 546
2023
Q3 		$20.4K Sell
528
-9,585
-95% -$356K ﹤0.01% 691
2023
Q2 		$357K Buy
10,113
+328
+3% +$12.1K 0.05% 265
2023
Q1 		$371K Buy
9,785
+60
+0.6% +$2.24K 0.06% 254
2022
Q4 		$340K Sell
9,725
-404
-4% -$13.4K 0.05% 262
2022
Q3 		$289K Hold
10,129
– – 0.05% 274
2022
Q2 		$287K Buy
10,129
+1,591
+19% +$48.7K 0.05% 279
2022
Q1 		$251K Hold
8,538
– – 0.03% 327
2021
Q4 		$227K Hold
8,538
– – 0.03% 353
2021
Q3 		$233K Buy
8,538
+565
+7% +$14.2K 0.03% 336
2021
Q2 		$211K Buy
7,973
+1,000
+14% +$26.2K 0.03% 361
2021
Q1 		$170K Buy
6,973
+6,445
+1,221% +$155K 0.03% 367
2020
Q4 		$11K Sell
528
-2,210
-81% -$41.7K ﹤0.01% 910
2020
Q3 		$48K Sell
2,738
-1,839
-40% -$39.8K 0.01% 505
2020
Q2 		$107K Sell
4,577
-4,380
-49% -$105K 0.02% 343
2020
Q1 		$218K Buy
8,957
+699
+8% +$22.6K 0.06% 221
2019
Q4 		$312K Buy
+8,258
New +$314K 0.07% 199

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Harbor Investment Advisory's BP Position: Q2 2026 in Review

Harbor Investment Advisory held its BP (BP) position steady in Q2 2026 at 587 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Harbor Investment Advisory first reported a position in BP in Q4 2019 and has held it in 27 quarters since. The position peaked at $371K in Q1 2023. 386 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Harbor Investment Advisory held 587 shares of BP worth $21.7K as of Q2 2026.
  • Harbor Investment Advisory left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #929 holding.
  • Harbor Investment Advisory first reported a position in BP in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's BP position peaked at $371K in Q1 2023.
  • 386 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.