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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
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 $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

Medallion Wealth Advisors's BP Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its BP (BP) stake by 1.2% in Q1 2026, selling an estimated $2.63K and leaving 5,512 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #212.

Medallion Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 6 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Medallion Wealth Advisors held 5,512 shares of BP worth $259K as of Q1 2026.
  • Medallion Wealth Advisors sold 67 BP shares in Q1 2026, an estimated $2.63K.
  • BP made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #212 holding.
  • Medallion Wealth Advisors first reported a position in BP in Q4 2024 and has held it in 6 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.