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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marshall Investment Management's BP Position: Q1 2026 in Review

Marshall Investment Management opened a new position in BP (BP) in Q1 2026: 136 shares worth $6.38K. The stake represents ﹤0.01% of the portfolio and ranks #211 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in BP as recently as Q1 2025.

Marshall Investment Management first reported a position in BP in Q1 2025 and has held it in 2 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Marshall Investment Management held 136 shares of BP worth $6.38K as of Q1 2026.
  • BP was a new Marshall Investment Management position in Q1 2026.
  • BP made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #211 holding.
  • Marshall Investment Management first reported a position in BP in Q1 2025 and has held it in 2 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.