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Marshall Investment Management’s BP BP Stock Holding History

Marshall Investment 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 		$1.37K Sell
37
-99
-73% -$4.34K ﹤0.01% 403
2026
Q1 		$6.38K Buy
+136
New +$5.33K ﹤0.01% 211
2025
Q2 		– Sell
-129
Closed -$4.34K – 44
2025
Q1 		$4.34K Buy
+129
New +$4.21K ﹤0.01% 187

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Marshall Investment Management's BP Position: Q2 2026 in Review

Marshall Investment Management reduced its BP (BP) stake by 73% in Q2 2026, selling an estimated $4.34K and leaving 37 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Marshall Investment Management first reported a position in BP in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.38K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Marshall Investment Management held 37 shares of BP worth $1.37K as of Q2 2026.
  • Marshall Investment Management sold 99 BP shares in Q2 2026, an estimated $4.34K.
  • BP made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #403 holding.
  • Marshall Investment Management first reported a position in BP in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's BP position peaked at $6.38K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.