J. Derek Lewis & Associates’s BP BP Stock Holding History

J. Derek Lewis & Associates’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	–	Sell	-9,821	Closed	-$341K	–	214
2025 Q4	$341K	Buy	+9,821	New	+$345K	0.08%	123

Other funds holding BP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

J. Derek Lewis & Associates's BP Position: Q1 2026 in Review

J. Derek Lewis & Associates sold out of BP (BP) in Q1 2026, closing a stake of 9,821 shares — an estimated $341K sold.

J. Derek Lewis & Associates first reported a position in BP in Q4 2025 and held it in 1 quarter. The position peaked at $341K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

J. Derek Lewis & Associates reported no remaining BP position as of Q1 2026 after selling out during the quarter.
J. Derek Lewis & Associates sold 9,821 BP shares in Q1 2026, an estimated $341K.
J. Derek Lewis & Associates first reported a position in BP in Q4 2025 and held it in 1 quarter.
J. Derek Lewis & Associates's BP position peaked at $341K in Q4 2025.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q1 2026, filed 1 May 2026.