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Herold Advisors’s BP BP Stock Holding History

Herold 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 		$1.11M Sell
23,672
-62
-0.3% -$2.43K 0.24% 98
2025
Q4 		$824K Sell
23,734
-696
-3% -$24.4K 0.18% 122
2025
Q3 		$842K Buy
24,430
+5,472
+29% +$183K 0.2% 128
2025
Q2 		$567K Sell
18,958
-2,834
-13% -$83.1K 0.12% 174
2025
Q1 		$736K Sell
21,792
-26
-0.1% -$849 0.16% 143
2024
Q4 		$645K Buy
21,818
+131
+0.6% +$3.94K 0.14% 162
2024
Q3 		$681K Buy
21,687
+2,435
+13% +$82.4K 0.15% 157
2024
Q2 		$695K Buy
19,252
+4,234
+28% +$159K 0.16% 150
2024
Q1 		$566K Buy
15,018
+1,978
+15% +$70.9K 0.14% 162
2023
Q4 		$462K Buy
13,040
+578
+5% +$21.2K 0.13% 165
2023
Q3 		$483K Buy
12,462
+400
+3% +$14.8K 0.15% 162
2023
Q2 		$426K Buy
12,062
+1,120
+10% +$41.4K 0.13% 170
2023
Q1 		$415K Hold
10,942
– – 0.14% 157
2022
Q4 		$382K Buy
10,942
+7
+0.1% +$233 0.16% 137
2022
Q3 		$312K Buy
10,935
+306
+3% +$9.11K 0.15% 146
2022
Q2 		$301K Buy
10,629
+7
+0.1% +$214 0.13% 155
2022
Q1 		$312K Buy
10,622
+580
+6% +$17.7K 0.11% 156
2021
Q4 		$267K Sell
10,042
-200
-2% -$5.55K 0.1% 171
2021
Q3 		$279K Buy
+10,242
New +$257K 0.11% 163

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

Herold Advisors's BP Position: Q1 2026 in Review

Herold Advisors reduced its BP (BP) stake by 0.26% in Q1 2026, selling an estimated $2.43K and leaving 23,672 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #98.

Herold Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Herold Advisors held 23,672 shares of BP worth $1.11M as of Q1 2026.
  • Herold Advisors sold 62 BP shares in Q1 2026, an estimated $2.43K.
  • BP made up 0.24% of Herold Advisors's portfolio in Q1 2026, its #98 holding.
  • Herold Advisors first reported a position in BP in Q3 2021 and has held it in 19 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.