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LRI Investments’s BP BP Stock Holding History

LRI Investments’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 		$345K Buy
9,348
+8,072
+633% +$354K 0.03% 233
2026
Q1 		$60K Hold
1,276
– – 0.01% 490
2025
Q4 		$44.3K Buy
1,276
+552
+76% +$19.4K ﹤0.01% 566
2025
Q3 		$24.9K Sell
724
-110
-13% -$3.68K ﹤0.01% 674
2025
Q2 		$25K Hold
834
– – ﹤0.01% 662
2025
Q1 		$28.2K Hold
834
– – ﹤0.01% 616
2024
Q4 		$24.7K Hold
834
– – ﹤0.01% 633
2024
Q3 		$24.2K Hold
834
– – ﹤0.01% 621
2024
Q2 		$30.1K Hold
834
– – ﹤0.01% 554
2024
Q1 		$31.4K Buy
+834
New +$29.9K 0.01% 317

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LRI Investments's BP Position: Q2 2026 in Review

LRI Investments increased its BP (BP) stake by 633% in Q2 2026, buying an estimated $354K and bringing the position to 9,348 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #233.

LRI Investments first reported a position in BP in Q1 2024 and has held it in 10 quarters since. 707 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • LRI Investments held 9,348 shares of BP worth $345K as of Q2 2026.
  • LRI Investments bought 8,072 BP shares in Q2 2026, an estimated $354K.
  • BP made up 0.03% of LRI Investments's portfolio in Q2 2026, its #233 holding.
  • LRI Investments first reported a position in BP in Q1 2024 and has held it in 10 quarters since.
  • 707 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.