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HHM Wealth Advisors’s BP BP Stock Holding History

HHM 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
Q2 		$21.5K Buy
581
+275
+90% +$12.1K ﹤0.01% 523
2026
Q1 		$14.4K Hold
306
– – ﹤0.01% 569
2025
Q4 		$10.6K Hold
306
– – ﹤0.01% 608
2025
Q3 		$10.5K Hold
306
– – ﹤0.01% 630
2025
Q2 		$9.16K Hold
306
– – ﹤0.01% 623
2025
Q1 		$10.3K Hold
306
– – ﹤0.01% 584
2024
Q4 		$9.05K Hold
306
– – ﹤0.01% 609
2024
Q3 		$9.61K Hold
306
– – ﹤0.01% 570
2024
Q2 		$11K Sell
306
-494
-62% -$18.5K ﹤0.01% 532
2024
Q1 		$30.1K Hold
800
– – 0.01% 358
2023
Q4 		$28.3K Sell
800
-750
-48% -$27.5K ﹤0.01% 368
2023
Q3 		$60K Sell
1,550
-100
-6% -$3.71K 0.01% 255
2023
Q2 		$58.2K Hold
1,650
– – 0.01% 268
2023
Q1 		$62.6K Buy
1,650
+494
+43% +$18.5K 0.01% 247
2022
Q4 		$40.4K Sell
1,156
-157
-12% -$5.22K 0.01% 268
2022
Q3 		$37K Sell
1,313
-380
-22% -$11.3K 0.01% 269
2022
Q2 		$48K Buy
1,693
+505
+43% +$15.5K 0.01% 282
2022
Q1 		$35K Sell
1,188
-675
-36% -$20.6K 0.01% 355
2021
Q4 		$50K Hold
1,863
– – 0.01% 310
2021
Q3 		$51K Sell
1,863
-600
-24% -$15K 0.01% 294
2021
Q2 		$65K Hold
2,463
– – 0.02% 256
2021
Q1 		$60K Buy
2,463
+200
+9% +$4.82K 0.02% 254
2020
Q4 		$46K Sell
2,263
-442
-16% -$8.33K 0.02% 268
2020
Q3 		$47K Sell
2,705
-1,050
-28% -$22.7K 0.02% 229
2020
Q2 		$88K Buy
3,755
+200
+6% +$4.8K 0.04% 160
2020
Q1 		$87K Buy
+3,555
New +$115K 0.04% 131

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's BP Position: Q2 2026 in Review

HHM Wealth Advisors increased its BP (BP) stake by 90% in Q2 2026, buying an estimated $12.1K and bringing the position to 581 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

HHM Wealth Advisors first reported a position in BP in Q1 2020 and has held it in 26 quarters since. The position peaked at $88K in Q2 2020. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • HHM Wealth Advisors held 581 shares of BP worth $21.5K as of Q2 2026.
  • HHM Wealth Advisors bought 275 BP shares in Q2 2026, an estimated $12.1K.
  • BP made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • HHM Wealth Advisors first reported a position in BP in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's BP position peaked at $88K in Q2 2020.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.