KCM Investment Advisors’s BP BP Stock Holding History

KCM Investment Advisors’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	–	Sell	-5,957	Closed	-$280K	–	405
2026 Q1	$280K	Hold	5,957	–	–	0.01%	352
2025 Q4	$207K	Hold	5,957	–	–	0.01%	387
2025 Q3	$205K	Buy	+5,957	New	+$200K	0.01%	374
2025 Q2	–	Sell	-6,001	Closed	-$203K	–	380
2025 Q1	$203K	Buy	+6,001	New	+$196K	0.01%	354
2023 Q3	–	Sell	-7,181	Closed	-$253K	–	368
2023 Q2	$253K	Hold	7,181	–	–	0.01%	353
2023 Q1	$272K	Sell	7,181 -178	-2%	-$6.65K	0.01%	359
2022 Q4	$257K	Hold	7,359	–	–	0.01%	354
2022 Q3	$210K	Hold	7,359	–	–	0.01%	363
2022 Q2	$209K	Sell	7,359 -954	-11%	-$29.2K	0.01%	373
2022 Q1	$244K	Buy	8,313 +155	+2%	+$4.72K	0.01%	377
2021 Q4	$217K	Sell	8,158 -224	-3%	-$6.21K	0.01%	393
2021 Q3	$229K	Buy	+8,382	New	+$210K	0.01%	363
2018 Q4	–	Sell	-6,222	Closed	-$274K	–	483
2018 Q3	$274K	Buy	+6,222	New	+$260K	0.02%	450
2014 Q1	–	Sell	-10,752	Closed	-$428K	–	455
2013 Q4	$428K	Buy	+10,752	New	+$400K	0.05%	305

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

KCM Investment Advisors's BP Position: Q2 2026 in Review

KCM Investment Advisors sold out of BP (BP) in Q2 2026, closing a stake of 5,957 shares — an estimated $280K sold.

KCM Investment Advisors first reported a position in BP in Q4 2013 and held it in 14 quarters. The position peaked at $428K in Q4 2013. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

KCM Investment Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
KCM Investment Advisors sold 5,957 BP shares in Q2 2026, an estimated $280K.
KCM Investment Advisors first reported a position in BP in Q4 2013 and held it in 14 quarters.
KCM Investment Advisors's BP position peaked at $428K in Q4 2013.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.