Kiley Juergens Wealth Management’s BP BP Stock Holding History

Kiley Juergens Wealth Management’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	-5,017	Closed	-$236K	–	242
2026 Q1	$236K	Buy	+5,017	New	+$197K	0.04%	214
2025 Q3	–	Sell	-17,811	Closed	-$533K	–	78
2025 Q2	$533K	Buy	+17,811	New	+$522K	0.12%	64
2020 Q2	–	Sell	-13,932	Closed	-$339K	–	48
2020 Q1	$339K	Buy	13,932 +1,358	+11%	+$43.9K	0.35%	39
2019 Q4	$474K	Buy	12,574 +460	+4%	+$17.5K	0.42%	38
2019 Q3	$460K	Buy	12,114 +406	+3%	+$15.5K	0.5%	33
2019 Q2	$480K	Sell	11,708 -44	-0.4%	-$1.85K	0.54%	36
2019 Q1	$505K	Sell	11,752 -6	-0.1%	-$246	0.63%	32
2018 Q4	$432K	Buy	11,758 +869	+8%	+$34.7K	0.6%	34
2018 Q3	$479K	Buy	10,889 +1,965	+22%	+$82.2K	0.36%	59
2018 Q2	$383K	Buy	8,924 +364	+4%	+$15.3K	0.34%	56
2018 Q1	$322K	Sell	8,560 -130	-1%	-$4.9K	0.35%	57
2017 Q4	$334K	Buy	+8,690	New	+$315K	0.3%	54

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 $3.37T AUM 44.26% 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

Kiley Juergens Wealth Management's BP Position: Q2 2026 in Review

Kiley Juergens Wealth Management sold out of BP (BP) in Q2 2026, closing a stake of 5,017 shares — an estimated $236K sold.

Kiley Juergens Wealth Management first reported a position in BP in Q4 2017 and held it in 12 quarters. The position peaked at $533K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Kiley Juergens Wealth Management reported no remaining BP position as of Q2 2026 after selling out during the quarter.
Kiley Juergens Wealth Management sold 5,017 BP shares in Q2 2026, an estimated $236K.
Kiley Juergens Wealth Management first reported a position in BP in Q4 2017 and held it in 12 quarters.
Kiley Juergens Wealth Management's BP position peaked at $533K in Q2 2025.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.