MBM Wealth Consultants’s BP BP Stock Holding History

MBM Wealth Consultants’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	–	Sell	-1,064	Closed	-$50K	–	154
2026 Q1	$50K	Buy	+1,064	New	+$41.7K	0.01%	154
2023 Q2	–	Sell	-1,064	Closed	-$40K	–	119
2023 Q1	$40K	Hold	1,064	–	–	0.02%	163
2022 Q4	$37K	Hold	1,064	–	–	0.02%	176
2022 Q3	$32K	Buy	1,064 +100	+10%	+$2.98K	0.02%	170
2022 Q2	$27K	Hold	964	–	–	0.01%	185
2022 Q1	$28K	Hold	964	–	–	0.01%	208
2021 Q4	$26K	Hold	964	–	–	0.01%	201
2021 Q3	$26K	Hold	964	–	–	0.01%	194
2021 Q2	$25K	Hold	964	–	–	0.01%	177
2021 Q1	$24K	Hold	964	–	–	0.01%	172
2020 Q4	$20K	Sell	964 -606	-39%	-$11.4K	0.01%	167
2020 Q3	$27K	Hold	1,570	–	–	0.02%	153
2020 Q2	$37K	Hold	1,570	–	–	0.03%	135
2020 Q1	$38K	Hold	1,570	–	–	0.03%	115
2019 Q4	$59K	Hold	1,570	–	–	0.04%	116
2019 Q3	$60K	Sell	1,570 -26	-2%	-$992	0.05%	110
2019 Q2	$67K	Hold	1,596	–	–	0.06%	110
2019 Q1	$69K	Sell	1,596 -24	-1%	-$984	0.06%	108
2018 Q4	$60K	Buy	+1,620	New	+$64.7K	0.06%	121

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

MBM Wealth Consultants's BP Position: Q2 2026 in Review

MBM Wealth Consultants sold out of BP (BP) in Q2 2026, closing a stake of 1,064 shares — an estimated $50K sold.

MBM Wealth Consultants first reported a position in BP in Q4 2018 and held it in 19 quarters. The position peaked at $69K in Q1 2019. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

MBM Wealth Consultants reported no remaining BP position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 1,064 BP shares in Q2 2026, an estimated $50K.
MBM Wealth Consultants first reported a position in BP in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's BP position peaked at $69K in Q1 2019.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.