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Hurlow Wealth Management Group’s BP BP Stock Holding History

Hurlow Wealth Management Group’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 		$231K Hold
6,264
– – 0.05% 119
2026
Q1 		$294K Hold
6,264
– – 0.07% 96
2025
Q4 		$218K Hold
6,264
– – 0.05% 117
2025
Q3 		$216K Buy
+6,264
New +$210K 0.06% 116
2025
Q2 		– Sell
-6,264
Closed -$212K – 129
2025
Q1 		$212K Buy
+6,264
New +$204K 0.07% 118
2024
Q3 		– Sell
-6,264
Closed -$226K – 120
2024
Q2 		$226K Buy
6,264
+608
+11% +$22.8K 0.08% 108
2024
Q1 		$213K Hold
5,656
– – 0.08% 112
2023
Q4 		$200K Hold
5,656
– – 0.08% 109
2023
Q3 		$219K Buy
+5,656
New +$210K 0.1% 98
2023
Q2 		– Sell
-5,656
Closed -$215K – 109
2023
Q1 		$215K Buy
+5,656
New +$211K 0.1% 98

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

Hurlow Wealth Management Group's BP Position: Q2 2026 in Review

Hurlow Wealth Management Group held its BP (BP) position steady in Q2 2026 at 6,264 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #119.

Hurlow Wealth Management Group first reported a position in BP in Q1 2023 and has held it in 10 quarters since. The position peaked at $294K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Hurlow Wealth Management Group held 6,264 shares of BP worth $231K as of Q2 2026.
  • Hurlow Wealth Management Group left its BP share count unchanged in Q2 2026.
  • BP made up 0.05% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #119 holding.
  • Hurlow Wealth Management Group first reported a position in BP in Q1 2023 and has held it in 10 quarters since.
  • Hurlow Wealth Management Group's BP position peaked at $294K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.