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 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 $295B AUM 31.6% 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 $2.9T AUM 29.55% 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 $5.72T AUM 30.48% 1-Year Est. Return

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

KCM Investment Advisors's BP Position: Q1 2026 in Review

KCM Investment Advisors held its BP (BP) position steady in Q1 2026 at 5,957 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #352.

KCM Investment Advisors first reported a position in BP in Q4 2013 and has held it in 14 quarters since. The position peaked at $428K in Q4 2013. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

KCM Investment Advisors held 5,957 shares of BP worth $280K as of Q1 2026.
KCM Investment Advisors left its BP share count unchanged in Q1 2026.
BP made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #352 holding.
KCM Investment Advisors first reported a position in BP in Q4 2013 and has held it in 14 quarters since.
KCM Investment Advisors's BP position peaked at $428K in Q4 2013.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.