Lido Advisors
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Lido Advisors’s BP BP Stock Holding History

Lido Advisors’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 		$1.6M Buy
34,017
+10,028
+42% +$393K ﹤0.01% 773
2025
Q4 		$828K Buy
23,989
+321
+1% +$11.3K ﹤0.01% 1086
2025
Q3 		$816K Buy
23,668
+6,390
+37% +$214K ﹤0.01% 1040
2025
Q2 		$517K Sell
17,278
-12,364
-42% -$363K ﹤0.01% 1092
2025
Q1 		$1M Sell
29,642
-568
-2% -$18.5K ﹤0.01% 777
2024
Q4 		$893K Buy
30,210
+20,195
+202% +$607K ﹤0.01% 802
2024
Q3 		$314K Buy
10,015
+1,203
+14% +$40.7K ﹤0.01% 1149
2024
Q2 		$318K Buy
+8,812
New +$330K ﹤0.01% 1093
2023
Q4 		– Sell
-9,311
Closed -$361K – 1355
2023
Q3 		$361K Buy
9,311
+3,267
+54% +$121K ﹤0.01% 853
2023
Q2 		$213K Buy
+6,044
New +$224K ﹤0.01% 1084
2021
Q4 		– Sell
-8,698
Closed -$237K – 994
2021
Q3 		$237K Buy
+8,698
New +$218K ﹤0.01% 834
2020
Q3 		– Sell
-25,090
Closed -$585K – 648
2020
Q2 		$585K Buy
25,090
+10,823
+76% +$260K 0.02% 324
2020
Q1 		$348K Sell
14,267
-22,491
-61% -$727K 0.01% 395
2019
Q4 		$1.39M Buy
36,758
+17,949
+95% +$682K 0.06% 212
2019
Q3 		$715K Sell
18,809
-10,324
-35% -$394K 0.04% 270
2019
Q2 		$1.19M Sell
29,133
-2,024
-6% -$84.9K 0.07% 157
2019
Q1 		$1.34M Buy
31,157
+20,527
+193% +$841K 0.09% 141
2018
Q4 		$390K Sell
10,630
-202
-2% -$8.06K 0.04% 263
2018
Q3 		$476K Buy
10,832
+3,502
+48% +$146K 0.05% 250
2018
Q2 		$315K Buy
+7,330
New +$308K 0.04% 295

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lido Advisors's BP Position: Q1 2026 in Review

Lido Advisors increased its BP (BP) stake by 42% in Q1 2026, buying an estimated $393K and bringing the position to 34,017 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Lido Advisors first reported a position in BP in Q2 2018 and has held it in 20 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Lido Advisors held 34,017 shares of BP worth $1.6M as of Q1 2026.
  • Lido Advisors bought 10,028 BP shares in Q1 2026, an estimated $393K.
  • BP made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #773 holding.
  • Lido Advisors first reported a position in BP in Q2 2018 and has held it in 20 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.