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HB Wealth Management’s BP BP Stock Holding History

HB Wealth 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 		$1.52M Buy
41,212
+2,932
+8% +$129K 0.01% 564
2026
Q1 		$1.8M Buy
38,280
+1,100
+3% +$43.1K 0.01% 458
2025
Q4 		$1.29M Buy
37,180
+397
+1% +$13.9K 0.01% 544
2025
Q3 		$1.27M Buy
36,783
+7,150
+24% +$239K 0.01% 547
2025
Q2 		$887K Sell
29,633
-2,137
-7% -$62.7K 0.01% 568
2025
Q1 		$1.07M Buy
31,770
+13,001
+69% +$424K 0.01% 522
2024
Q4 		$555K Buy
18,769
+319
+2% +$9.58K 0.01% 582
2024
Q3 		$579K Sell
18,450
-4,797
-21% -$162K 0.01% 540
2024
Q2 		$839K Buy
23,247
+7,787
+50% +$292K 0.01% 405
2024
Q1 		$583K Buy
15,460
+1,989
+15% +$71.3K 0.01% 455
2023
Q4 		$477K Buy
13,471
+979
+8% +$35.9K 0.01% 479
2023
Q3 		$484K Buy
12,492
+213
+2% +$7.91K 0.01% 437
2023
Q2 		$433K Buy
12,279
+143
+1% +$5.29K 0.01% 453
2023
Q1 		$460K Buy
12,136
+1,465
+14% +$54.7K 0.01% 427
2022
Q4 		$373K Buy
10,671
+2,778
+35% +$92.4K 0.01% 472
2022
Q3 		$225K Sell
7,893
-80
-1% -$2.38K ﹤0.01% 515
2022
Q2 		$226K Sell
7,973
-985
-11% -$30.2K ﹤0.01% 512
2022
Q1 		$263K Buy
+8,958
New +$273K ﹤0.01% 486

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HB Wealth Management's BP Position: Q2 2026 in Review

HB Wealth Management increased its BP (BP) stake by 7.7% in Q2 2026, buying an estimated $129K and bringing the position to 41,212 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #564.

HB Wealth Management first reported a position in BP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.8M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • HB Wealth Management held 41,212 shares of BP worth $1.52M as of Q2 2026.
  • HB Wealth Management bought 2,932 BP shares in Q2 2026, an estimated $129K.
  • BP made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #564 holding.
  • HB Wealth Management first reported a position in BP in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's BP position peaked at $1.8M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.