Lido Advisors
BP icon

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
Q3 		$6.48M Buy
147,260
+4,166
+3% +$179K 0.02% 454
2026
Q2 		$5.29M Buy
143,094
+109,077
+321% +$4.79M 0.01% 490
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% 213
2019
Q3 		$715K Sell
18,809
-10,324
-35% -$394K 0.04% 269
2019
Q2 		$1.19M Sell
29,133
-2,024
-6% -$84.9K 0.07% 158
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% 264
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 $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Lido Advisors's BP Position: Q3 2026 in Review

Lido Advisors increased its BP (BP) stake by 2.9% in Q3 2026, buying an estimated $179K and bringing the position to 147,260 shares worth $6.48M. The position accounts for 0.02% of the portfolio, ranked #454.

Lido Advisors first reported a position in BP in Q2 2018 and has held it in 22 quarters since. 916 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Lido Advisors held 147,260 shares of BP worth $6.48M as of Q3 2026.
  • Lido Advisors bought 4,166 BP shares in Q3 2026, an estimated $179K.
  • BP made up 0.02% of Lido Advisors's portfolio in Q3 2026, its #454 holding.
  • Lido Advisors first reported a position in BP in Q2 2018 and has held it in 22 quarters since.
  • 916 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.