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Investment Research & Advisory Group’s BP BP Stock Holding History

Investment Research & Advisory 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 		$148 Hold
4
– – ﹤0.01% 306
2026
Q1 		$188 Hold
4
– – ﹤0.01% 266
2025
Q4 		$139 Hold
4
– – ﹤0.01% 267
2025
Q3 		$138 Buy
+4
New +$134 ﹤0.01% 245

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

Investment Research & Advisory Group's BP Position: Q2 2026 in Review

Investment Research & Advisory Group held its BP (BP) position steady in Q2 2026 at 4 shares worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Investment Research & Advisory Group first reported a position in BP in Q3 2025 and has held it in 4 quarters since. The position peaked at $188 in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Investment Research & Advisory Group held 4 shares of BP worth $148 as of Q2 2026.
  • Investment Research & Advisory Group left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #306 holding.
  • Investment Research & Advisory Group first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • Investment Research & Advisory Group's BP position peaked at $188 in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.