JSW
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Journey Strategic Wealth’s BP BP Stock Holding History

Journey Strategic Wealth’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 		$266K Buy
+5,657
New +$222K 0.01% 609

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Journey Strategic Wealth's BP Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in BP (BP) in Q1 2026: 5,657 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

1,261 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Journey Strategic Wealth held 5,657 shares of BP worth $266K as of Q1 2026.
  • BP was a new Journey Strategic Wealth position in Q1 2026.
  • BP made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #609 holding.
  • 1,261 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.