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
2019 Q3	–	Sell	-20,642	Closed	-$846K	–	579
2019 Q2	$846K	Hold	20,642	–	–	0.05%	218
2019 Q1	$887K	Buy	+20,642	New	+$846K	0.06%	198

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

Lido Advisors's BP Position: Q2 2026 in Review

Lido Advisors increased its BP (BP) stake by 321% in Q2 2026, buying an estimated $4.79M and bringing the position to 143,094 shares worth $5.29M. The position accounts for 0.01% of the portfolio, ranked #490.

Lido Advisors first reported a position in BP in Q2 2018 and has held it in 21 quarters since. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Lido Advisors held 143,094 shares of BP worth $5.29M as of Q2 2026.
Lido Advisors bought 109,077 BP shares in Q2 2026, an estimated $4.79M.
BP made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #490 holding.
Lido Advisors first reported a position in BP in Q2 2018 and has held it in 21 quarters since.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.