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 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 $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

Kiley Juergens Wealth Management's BP Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in BP (BP) in Q1 2026: 5,017 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in BP as recently as Q2 2025.

Kiley Juergens Wealth Management first reported a position in BP in Q4 2017 and has held it in 12 quarters since. The position peaked at $533K in Q2 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Kiley Juergens Wealth Management held 5,017 shares of BP worth $236K as of Q1 2026.
BP was a new Kiley Juergens Wealth Management position in Q1 2026.
BP made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #214 holding.
Kiley Juergens Wealth Management first reported a position in BP in Q4 2017 and has held it in 12 quarters since.
Kiley Juergens Wealth Management's BP position peaked at $533K in Q2 2025.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.