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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
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 $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

Hurlow Wealth Management Group's BP Position: Q1 2026 in Review

Hurlow Wealth Management Group held its BP (BP) position steady in Q1 2026 at 6,264 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #96.

Hurlow Wealth Management Group first reported a position in BP in Q1 2023 and has held it in 9 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Hurlow Wealth Management Group held 6,264 shares of BP worth $294K as of Q1 2026.
  • Hurlow Wealth Management Group left its BP share count unchanged in Q1 2026.
  • BP made up 0.07% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #96 holding.
  • Hurlow Wealth Management Group first reported a position in BP in Q1 2023 and has held it in 9 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.