Lodestar Private Asset Management’s BP BP Stock Holding History

Lodestar Private Asset Management’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	$259K	Sell	7,000 -157	-2%	-$6.89K	0.02%	205
2026 Q1	$336K	Buy	7,157 +67	+0.9%	+$2.63K	0.03%	181
2025 Q4	$246K	Hold	7,090	–	–	0.02%	208
2025 Q3	$244K	Buy	7,090 +45	+0.6%	+$1.51K	0.03%	208
2025 Q2	$211K	Sell	7,045 -172	-2%	-$5.04K	0.02%	216
2025 Q1	$244K	Hold	7,217	–	–	0.03%	197
2024 Q4	$213K	Sell	7,217 -1,054	-13%	-$31.7K	0.03%	207
2024 Q3	$260K	Hold	8,271	–	–	0.03%	193
2024 Q2	$299K	Hold	8,271	–	–	0.04%	175
2024 Q1	$312K	Hold	8,271	–	–	0.04%	171
2023 Q4	$293K	Sell	8,271 -440	-5%	-$16.1K	0.04%	169
2023 Q3	$337K	Sell	8,711 -1,229	-12%	-$45.6K	0.06%	148
2023 Q2	$351K	Hold	9,940	–	–	0.06%	151
2023 Q1	$377K	Hold	9,940	–	–	0.07%	138
2022 Q4	$347K	Buy	+9,940	New	+$331K	0.07%	145

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

Lodestar Private Asset Management's BP Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its BP (BP) stake by 2.2% in Q2 2026, selling an estimated $6.89K and leaving 7,000 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #205.

Lodestar Private Asset Management first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $377K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Lodestar Private Asset Management held 7,000 shares of BP worth $259K as of Q2 2026.
Lodestar Private Asset Management sold 157 BP shares in Q2 2026, an estimated $6.89K.
BP made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #205 holding.
Lodestar Private Asset Management first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's BP position peaked at $377K in Q1 2023.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.