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Kerr Financial Planning’s BP BP Stock Holding History

Kerr Financial Planning’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 		$106K Buy
2,876
+19
+0.7% +$834 0.12% 131
2026
Q1 		$133K Buy
2,857
+31
+1% +$1.22K 0.09% 103
2025
Q4 		$108K Sell
2,826
-955
-25% -$33.5K 0.15% 122
2025
Q3 		$139K Buy
+3,781
New +$127K 0.2% 91

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

Kerr Financial Planning's BP Position: Q2 2026 in Review

Kerr Financial Planning increased its BP (BP) stake by 0.67% in Q2 2026, buying an estimated $834 and bringing the position to 2,876 shares worth $106K. The position accounts for 0.12% of the portfolio, ranked #131.

Kerr Financial Planning first reported a position in BP in Q3 2025 and has held it in 4 quarters since. The position peaked at $139K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Kerr Financial Planning held 2,876 shares of BP worth $106K as of Q2 2026.
  • Kerr Financial Planning bought 19 BP shares in Q2 2026, an estimated $834.
  • BP made up 0.12% of Kerr Financial Planning's portfolio in Q2 2026, its #131 holding.
  • Kerr Financial Planning first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's BP position peaked at $139K in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.