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Independent Financial Group’s BP BP Stock Holding History

Independent Financial 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 		$491K Sell
13,294
-1,435
-10% -$63K 0.01% 1004
2026
Q1 		$692K Buy
14,729
+257
+2% +$10.1K 0.02% 771
2025
Q4 		$503K Sell
14,472
-1,238
-8% -$43.4K 0.01% 894
2025
Q3 		$541K Sell
15,710
-2,285
-13% -$76.5K 0.01% 819
2025
Q2 		$539K Sell
17,995
-5,343
-23% -$157K 0.01% 750
2025
Q1 		$789K Buy
23,338
+6,447
+38% +$210K 0.03% 552
2024
Q4 		$499K Buy
16,891
+3,886
+30% +$117K 0.02% 688
2024
Q3 		$408K Buy
13,005
+1,940
+18% +$65.6K 0.02% 740
2024
Q2 		$399K Buy
11,065
+1,446
+15% +$54.2K 0.02% 700
2024
Q1 		$362K Sell
9,619
-2,914
-23% -$104K 0.02% 708
2023
Q4 		$444K Buy
12,533
+1,029
+9% +$37.7K 0.02% 589
2023
Q3 		$445K Sell
11,504
-1,238
-10% -$45.9K 0.03% 532
2023
Q2 		$450K Sell
12,742
-8,892
-41% -$329K 0.03% 501
2023
Q1 		$821K Sell
21,634
-6,490
-23% -$242K 0.07% 329
2022
Q4 		$982K Sell
28,124
-3,566
-11% -$119K 0.08% 237
2022
Q3 		$905K Buy
31,690
+130
+0.4% +$3.87K 0.08% 241
2022
Q2 		$895K Sell
31,560
-1,835
-5% -$56.2K 0.1% 244
2022
Q1 		$982K Sell
33,395
-4,908
-13% -$150K 0.08% 261
2021
Q4 		$1.02M Buy
38,303
+1,254
+3% +$34.8K 0.08% 250
2021
Q3 		$1.01M Sell
37,049
-12,158
-25% -$305K 0.1% 208
2021
Q2 		$1.3M Sell
49,207
-7,948
-14% -$208K 0.14% 171
2021
Q1 		$1.39M Buy
57,155
+30,588
+115% +$737K 0.18% 142
2020
Q4 		$545K Buy
26,567
+7,744
+41% +$146K 0.08% 287
2020
Q3 		$329K Buy
18,823
+4,700
+33% +$102K 0.06% 334
2020
Q2 		$329K Sell
14,123
-13,290
-48% -$319K 0.07% 296
2020
Q1 		$669K Buy
+27,413
New +$886K 0.2% 130

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

Independent Financial Group's BP Position: Q2 2026 in Review

Independent Financial Group reduced its BP (BP) stake by 9.7% in Q2 2026, selling an estimated $63K and leaving 13,294 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #1004.

Independent Financial Group first reported a position in BP in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.39M in Q1 2021. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Independent Financial Group held 13,294 shares of BP worth $491K as of Q2 2026.
  • Independent Financial Group sold 1,435 BP shares in Q2 2026, an estimated $63K.
  • BP made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1004 holding.
  • Independent Financial Group first reported a position in BP in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's BP position peaked at $1.39M in Q1 2021.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.