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Heritage Wealth Advisors’s BP BP Stock Holding History

Heritage 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
Q1 		$120K Hold
2,548
– – ﹤0.01% 237
2025
Q4 		$88.5K Hold
2,548
– – ﹤0.01% 273
2025
Q3 		$87.8K Hold
2,548
– – ﹤0.01% 255
2025
Q2 		$76.3K Hold
2,548
– – ﹤0.01% 262
2025
Q1 		$86.1K Hold
2,548
– – ﹤0.01% 256
2024
Q4 		$75.3K Sell
2,548
-300
-11% -$9.01K ﹤0.01% 278
2024
Q3 		$89.4K Buy
2,848
+300
+12% +$10.2K ﹤0.01% 274
2024
Q2 		$92K Sell
2,548
-86
-3% -$3.22K ﹤0.01% 257
2024
Q1 		$99.2K Buy
2,634
+86
+3% +$3.08K ﹤0.01% 263
2023
Q4 		$90.2K Hold
2,548
– – ﹤0.01% 277
2023
Q3 		$98.7K Hold
2,548
– – 0.01% 247
2023
Q2 		$89.9K Hold
2,548
– – ﹤0.01% 265
2023
Q1 		$96.7K Hold
2,548
– – 0.01% 262
2022
Q4 		$89K Hold
2,548
– – 0.01% 269
2022
Q3 		$72.7K Hold
2,548
– – 0.01% 272
2022
Q2 		$72K Hold
2,548
– – 0.01% 289
2022
Q1 		$75K Hold
2,548
– – ﹤0.01% 277
2021
Q4 		$68K Hold
2,548
– – ﹤0.01% 298
2021
Q3 		$69.6K Buy
2,548
+1,500
+143% +$37.6K ﹤0.01% 289
2021
Q2 		$27.7K Hold
1,048
– – ﹤0.01% 386
2021
Q1 		$25.5K Hold
1,048
– – ﹤0.01% 402
2020
Q4 		$22K Hold
1,048
– – ﹤0.01% 397
2020
Q3 		$18.3K Hold
1,048
– – ﹤0.01% 360
2020
Q2 		$24.4K Hold
1,048
– – ﹤0.01% 316
2020
Q1 		$25.6K Sell
1,048
-1,845
-64% -$59.7K ﹤0.01% 298
2019
Q4 		$109K Buy
2,893
+99
+4% +$3.76K 0.01% 223
2019
Q3 		$106K Buy
2,794
+601
+27% +$22.9K 0.02% 208
2019
Q2 		$89.9K Sell
2,193
-169
-7% -$7.09K 0.01% 201
2019
Q1 		$102K Buy
2,362
+1,109
+89% +$45.5K 0.02% 174
2018
Q4 		$46K Sell
1,253
-18
-1% -$719 0.01% 199
2018
Q3 		$55K Buy
+1,271
New +$53.1K 0.01% 192

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

Heritage Wealth Advisors's BP Position: Q1 2026 in Review

Heritage Wealth Advisors held its BP (BP) position steady in Q1 2026 at 2,548 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Heritage Wealth Advisors first reported a position in BP in Q3 2018 and has held it in 31 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Heritage Wealth Advisors held 2,548 shares of BP worth $120K as of Q1 2026.
  • Heritage Wealth Advisors left its BP share count unchanged in Q1 2026.
  • BP made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #237 holding.
  • Heritage Wealth Advisors first reported a position in BP in Q3 2018 and has held it in 31 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.