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Inlight Wealth Management’s BP BP Stock Holding History

Inlight Wealth Management’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 		$3.44M Sell
73,227
-2,352
-3% -$92.1K 1.27% 18
2025
Q4 		$2.62M Sell
75,579
-2,768
-4% -$97.1K 0.96% 25
2025
Q3 		$2.7M Sell
78,347
-772
-1% -$25.9K 1.27% 22
2025
Q2 		$2.37M Sell
79,119
-4,661
-6% -$137K 1.23% 22
2025
Q1 		$2.83M Sell
83,780
-18,158
-18% -$593K 1.75% 20
2024
Q4 		$3.01M Buy
+101,938
New +$3.06M 1.98% 18

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

Inlight Wealth Management's BP Position: Q1 2026 in Review

Inlight Wealth Management reduced its BP (BP) stake by 3.1% in Q1 2026, selling an estimated $92.1K and leaving 73,227 shares worth $3.44M. The position accounts for 1.27% of the portfolio, ranked #18.

Inlight Wealth Management first reported a position in BP in Q4 2024 and has held it in 6 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Inlight Wealth Management held 73,227 shares of BP worth $3.44M as of Q1 2026.
  • Inlight Wealth Management sold 2,352 BP shares in Q1 2026, an estimated $92.1K.
  • BP made up 1.27% of Inlight Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Inlight Wealth Management first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.