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Laurel Wealth Advisors (North Carolina)’s BP BP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3,119
Closed -$108K – 255
2025
Q4 		$108K Buy
+3,119
New +$109K 0.01% 243
2025
Q2 		– Sell
-3,066
Closed -$104K – 254
2025
Q1 		$104K Hold
3,066
– – 0.02% 239
2024
Q4 		$90.6K Buy
3,066
+425
+16% +$12.8K 0.01% 252
2024
Q3 		$82.9K Sell
2,641
-1,023
-28% -$34.6K 0.01% 257
2024
Q2 		$132K Buy
3,664
+484
+15% +$18.1K 0.02% 210
2024
Q1 		$120K Buy
3,180
+68
+2% +$2.44K 0.02% 220
2023
Q4 		$110K Buy
3,112
+9
+0.3% +$330 0.02% 219
2023
Q3 		$120K Buy
3,103
+698
+29% +$25.9K 0.03% 207
2023
Q2 		$84.9K Hold
2,405
– – 0.02% 240
2023
Q1 		$91.2K Hold
2,405
– – 0.02% 235
2022
Q4 		$84K Hold
2,405
– – 0.02% 218
2022
Q3 		$69K Hold
2,405
– – 0.02% 230
2022
Q2 		$68K Hold
2,405
– – 0.02% 234
2022
Q1 		$71K Hold
2,405
– – 0.01% 248
2021
Q4 		$64K Hold
2,405
– – 0.01% 253
2021
Q3 		$66K Hold
2,405
– – 0.01% 248
2021
Q2 		$64K Hold
2,405
– – 0.01% 255
2021
Q1 		$59K Hold
2,405
– – 0.01% 254
2020
Q4 		$49K Sell
2,405
-500
-17% -$9.42K 0.01% 262
2020
Q3 		$51K Sell
2,905
-425
-13% -$9.2K 0.02% 236
2020
Q2 		$78K Sell
3,330
-200
-6% -$4.8K 0.03% 194
2020
Q1 		$86K Sell
3,530
-150
-4% -$4.85K 0.03% 175
2019
Q4 		$139K Hold
3,680
– – 0.04% 160
2019
Q3 		$140K Sell
3,680
-62
-2% -$2.37K 0.05% 157
2019
Q2 		$153K Sell
3,742
-127
-3% -$5.33K 0.05% 150
2019
Q1 		$166K Sell
3,869
-57
-1% -$2.34K 0.06% 147
2018
Q4 		$144K Buy
+3,926
New +$157K 0.06% 142

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of BP (BP) in Q1 2026, closing a stake of 3,119 shares — an estimated $108K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BP in Q4 2018 and held it in 27 quarters. The position peaked at $166K in Q1 2019. 1,264 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,119 BP shares in Q1 2026, an estimated $108K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in BP in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s BP position peaked at $166K in Q1 2019.
  • 1,264 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.