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Keystone Wealth Services’s BP BP Stock Holding History

Keystone Wealth Services’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
-5,259
Closed -$247K – 330
2026
Q1 		$247K Buy
+5,259
New +$206K 0.05% 266
2025
Q4 		– Sell
-6,390
Closed -$220K – 249
2025
Q3 		$220K Buy
+6,390
New +$214K 0.05% 276
2025
Q1 		– Sell
-7,901
Closed -$234K – 269
2024
Q4 		$234K Buy
7,901
+848
+12% +$25.5K 0.06% 228
2024
Q3 		$221K Sell
7,053
-174
-2% -$5.89K 0.06% 237
2024
Q2 		$261K Hold
7,227
– – 0.08% 194
2024
Q1 		$272K Hold
7,227
– – 0.09% 181
2023
Q4 		$256K Sell
7,227
-267
-4% -$9.78K 0.09% 186
2023
Q3 		$290K Hold
7,494
– – 0.11% 164
2023
Q2 		$264K Hold
7,494
– – 0.1% 170
2023
Q1 		$284K Sell
7,494
-211
-3% -$7.88K 0.12% 153
2022
Q4 		$269K Buy
7,705
+2
+0% +$67 0.12% 158
2022
Q3 		$220K Sell
7,703
-197
-2% -$5.86K 0.1% 148
2022
Q2 		$224K Sell
7,900
-1,253
-14% -$38.4K 0.1% 152
2022
Q1 		$269K Buy
+9,153
New +$279K 0.11% 150

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

Keystone Wealth Services's BP Position: Q2 2026 in Review

Keystone Wealth Services sold out of BP (BP) in Q2 2026, closing a stake of 5,259 shares — an estimated $247K sold.

Keystone Wealth Services first reported a position in BP in Q1 2022 and held it in 14 quarters. The position peaked at $290K in Q3 2023. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Keystone Wealth Services reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 5,259 BP shares in Q2 2026, an estimated $247K.
  • Keystone Wealth Services first reported a position in BP in Q1 2022 and held it in 14 quarters.
  • Keystone Wealth Services's BP position peaked at $290K in Q3 2023.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.