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Medallion Wealth Advisors’s BP BP Stock Holding History

Medallion Wealth Advisors’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 		$61K Sell
1,650
-3,862
-70% -$169K 0.02% 432
2026
Q1 		$259K Sell
5,512
-67
-1% -$2.63K 0.08% 212
2025
Q4 		$194K Sell
5,579
-901
-14% -$31.6K 0.07% 247
2025
Q3 		$223K Buy
6,480
+29
+0.4% +$971 0.08% 218
2025
Q2 		$194K Buy
6,451
+161
+3% +$4.72K 0.08% 232
2025
Q1 		$213K Buy
6,290
+1
+0% +$33 0.1% 195
2024
Q4 		$204K Buy
+6,289
New +$189K 0.1% 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

Medallion Wealth Advisors's BP Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its BP (BP) stake by 70% in Q2 2026, selling an estimated $169K and leaving 1,650 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #432.

Medallion Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q1 2026. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Medallion Wealth Advisors held 1,650 shares of BP worth $61K as of Q2 2026.
  • Medallion Wealth Advisors sold 3,862 BP shares in Q2 2026, an estimated $169K.
  • BP made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • Medallion Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's BP position peaked at $259K in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.