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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
Q2 		$884K Buy
24,012
+340
+1% +$14.9K 0.17% 130
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 $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

Herold Advisors's BP Position: Q2 2026 in Review

Herold Advisors increased its BP (BP) stake by 1.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 24,012 shares worth $884K. The position accounts for 0.17% of the portfolio, ranked #130.

Herold Advisors first reported a position in BP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Herold Advisors held 24,012 shares of BP worth $884K as of Q2 2026.
  • Herold Advisors bought 340 BP shares in Q2 2026, an estimated $14.9K.
  • BP made up 0.17% of Herold Advisors's portfolio in Q2 2026, its #130 holding.
  • Herold Advisors first reported a position in BP in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's BP position peaked at $1.11M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.