IMA Advisory Services’s BP BP Stock Holding History

IMA Advisory Services’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	$24.8K	Buy	672 +587	+691%	+$25.8K	﹤0.01%	602
2026 Q1	$4K	Sell	85 -6	-7%	-$235	﹤0.01%	459
2025 Q4	$3.16K	Buy	+91	New	+$3.19K	﹤0.01%	543
2018 Q3	–	Sell	-137	Closed	-$6K	–	360
2018 Q2	$6K	Buy	+137	New	+$5.76K	﹤0.01%	290
2014 Q4	–	Sell	-23,418	Closed	-$842K	–	147
2014 Q3	$842K	Hold	23,418	–	–	0.4%	70
2014 Q2	$1.01M	Hold	23,418	–	–	0.46%	64
2014 Q1	$921K	Sell	23,418 -1,442	-6%	-$56.9K	0.43%	68
2013 Q4	$988K	Hold	24,860	–	–	0.47%	66
2013 Q3	$855K	Hold	24,860	–	–	0.42%	76
2013 Q2	$849K	Buy	+24,860	New	+$865K	0.46%	76

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IMA Advisory Services's BP Position: Q2 2026 in Review

IMA Advisory Services increased its BP (BP) stake by 691% in Q2 2026, buying an estimated $25.8K and bringing the position to 672 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

IMA Advisory Services first reported a position in BP in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.01M in Q2 2014. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

IMA Advisory Services held 672 shares of BP worth $24.8K as of Q2 2026.
IMA Advisory Services bought 587 BP shares in Q2 2026, an estimated $25.8K.
BP made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #602 holding.
IMA Advisory Services first reported a position in BP in Q2 2013 and has held it in 10 quarters since.
IMA Advisory Services's BP position peaked at $1.01M in Q2 2014.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.