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IEQ Capital’s BP BP Stock Holding History

IEQ Capital’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 		$1.88M Sell
50,950
-5,735
-10% -$252K 0.01% 825
2026
Q1 		$2.66M Sell
56,685
-12,022
-17% -$471K 0.01% 669
2025
Q4 		$2.39M Sell
68,707
-5,996
-8% -$210K 0.01% 736
2025
Q3 		$2.57M Buy
74,703
+59,600
+395% +$2M 0.01% 673
2025
Q2 		$452K Sell
15,103
-349
-2% -$10.2K ﹤0.01% 1210
2025
Q1 		$522K Buy
15,452
+2,202
+17% +$71.9K ﹤0.01% 959
2024
Q4 		$392K Sell
13,250
-2,199
-14% -$66.1K ﹤0.01% 928
2024
Q3 		$485K Buy
15,449
+5,870
+61% +$199K 0.01% 763
2024
Q2 		$346K Buy
9,579
+898
+10% +$33.6K ﹤0.01% 760
2024
Q1 		$327K Buy
8,681
+102
+1% +$3.66K ﹤0.01% 754
2023
Q4 		$304K Buy
8,579
+2,065
+32% +$75.6K 0.01% 726
2023
Q3 		$252K Sell
6,514
-460
-7% -$17.1K 0.01% 769
2023
Q2 		$246K Sell
6,974
-36,579
-84% -$1.35M 0.01% 749
2023
Q1 		$1.65M Buy
43,553
+7,675
+21% +$287K 0.04% 287
2022
Q4 		$1.25M Buy
35,878
+351
+1% +$11.7K 0.04% 323
2022
Q3 		$1.01M Buy
35,527
+5
+0% +$149 0.03% 362
2022
Q2 		$1.01M Sell
35,522
-2,062
-5% -$63.2K 0.03% 303
2022
Q1 		$1.1M Buy
37,584
+2,999
+9% +$91.4K 0.03% 311
2021
Q4 		$921K Sell
34,585
-3,181
-8% -$88.2K 0.02% 320
2021
Q3 		$1.03M Buy
37,766
+3,208
+9% +$80.4K 0.03% 293
2021
Q2 		$913K Sell
34,558
-356
-1% -$9.34K 0.03% 266
2021
Q1 		$850K Buy
34,914
+2,163
+7% +$52.1K 0.04% 223
2020
Q4 		$672K Hold
32,751
– – 0.03% 183
2020
Q3 		$572K Sell
32,751
-5,100
-13% -$110K 0.03% 220
2020
Q2 		$883K Sell
37,851
-1,245
-3% -$29.9K 0.06% 161
2020
Q1 		$953K Buy
39,096
+31,900
+443% +$1.03M 0.08% 146
2019
Q4 		$272K Buy
+7,196
New +$273K 0.02% 333

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

IEQ Capital's BP Position: Q2 2026 in Review

IEQ Capital reduced its BP (BP) stake by 10% in Q2 2026, selling an estimated $252K and leaving 50,950 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #825.

IEQ Capital first reported a position in BP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.66M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • IEQ Capital held 50,950 shares of BP worth $1.88M as of Q2 2026.
  • IEQ Capital sold 5,735 BP shares in Q2 2026, an estimated $252K.
  • BP made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #825 holding.
  • IEQ Capital first reported a position in BP in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's BP position peaked at $2.66M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.