Lloyd Advisory Services’s BP BP Stock Holding History

Lloyd Advisory Services’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 Q2	$13.5K	Sell	366 -4,565	-93%	-$200K	0.01%	350
2026 Q1	$232K	Buy	4,931 +4,584	+1,321%	+$180K	0.07%	140
2025 Q4	$12.1K	Buy	+347	New	+$12.2K	﹤0.01%	380
2020 Q3	–	Sell	-4,645	Closed	-$108K	–	331
2020 Q2	$108K	Sell	4,645 -3,156	-40%	-$75.7K	0.07%	73
2020 Q1	$190K	Sell	7,801 -1,333	-15%	-$43.1K	0.14%	50
2019 Q4	$344K	Buy	+9,134	New	+$347K	0.31%	48

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

Lloyd Advisory Services's BP Position: Q2 2026 in Review

Lloyd Advisory Services reduced its BP (BP) stake by 93% in Q2 2026, selling an estimated $200K and leaving 366 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #350.

Lloyd Advisory Services first reported a position in BP in Q4 2019 and has held it in 6 quarters since. The position peaked at $344K in Q4 2019. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Lloyd Advisory Services held 366 shares of BP worth $13.5K as of Q2 2026.
Lloyd Advisory Services sold 4,565 BP shares in Q2 2026, an estimated $200K.
BP made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #350 holding.
Lloyd Advisory Services first reported a position in BP in Q4 2019 and has held it in 6 quarters since.
Lloyd Advisory Services's BP position peaked at $344K in Q4 2019.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.