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 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 $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lodestar Private Asset Management's BP Position: Q1 2026 in Review

Lodestar Private Asset Management increased its BP (BP) stake by 0.94% in Q1 2026, buying an estimated $2.63K and bringing the position to 7,157 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #181.

Lodestar Private Asset Management first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $377K in Q1 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Lodestar Private Asset Management held 7,157 shares of BP worth $336K as of Q1 2026.
Lodestar Private Asset Management bought 67 BP shares in Q1 2026, an estimated $2.63K.
BP made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #181 holding.
Lodestar Private Asset Management first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's BP position peaked at $377K in Q1 2023.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.