MCM
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Monarch Capital Management’s BP BP Stock Holding History

Monarch Capital 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 		$546K Sell
14,772
-1,583
-10% -$69.5K 0.13% 104
2026
Q1 		$769K Sell
16,355
-950
-5% -$37.2K 0.19% 82
2025
Q4 		$601K Hold
17,305
– – 0.15% 91
2025
Q3 		$596K Sell
17,305
-2,991
-15% -$100K 0.15% 90
2025
Q2 		$607K Sell
20,296
-500
-2% -$14.7K 0.16% 87
2025
Q1 		$703K Sell
20,796
-350
-2% -$11.4K 0.2% 81
2024
Q4 		$625K Hold
21,146
– – 0.17% 84
2024
Q3 		$664K Sell
21,146
-941
-4% -$31.8K 0.18% 80
2024
Q2 		$797K Sell
22,087
-1,080
-5% -$40.5K 0.23% 71
2024
Q1 		$873K Sell
23,167
-1
-0% -$36 0.25% 71
2023
Q4 		$820K Sell
23,168
-1,600
-6% -$58.6K 0.25% 69
2023
Q3 		$959K Hold
24,768
– – 0.31% 65
2023
Q2 		$874K Hold
24,768
– – 0.27% 67
2023
Q1 		$940K Hold
24,768
– – 0.29% 66
2022
Q4 		$865K Sell
24,768
-3,885
-14% -$129K 0.27% 67
2022
Q3 		$818K Sell
28,653
-718
-2% -$21.4K 0.27% 67
2022
Q2 		$833K Sell
29,371
-500
-2% -$15.3K 0.25% 70
2022
Q1 		$878K Sell
29,871
-200
-0.7% -$6.1K 0.23% 71
2021
Q4 		$801K Sell
30,071
-590
-2% -$16.4K 0.21% 73
2021
Q3 		$838K Sell
30,661
-300
-1% -$7.51K 0.23% 69
2021
Q2 		$818K Sell
30,961
-1,200
-4% -$31.5K 0.23% 69
2021
Q1 		$783K Hold
32,161
– – 0.23% 69
2020
Q4 		$660K Sell
32,161
-2,961
-8% -$55.8K 0.21% 74
2020
Q3 		$613K Sell
35,122
-175
-0.5% -$3.79K 0.21% 74
2020
Q2 		$823K Sell
35,297
-4,437
-11% -$106K 0.3% 63
2020
Q1 		$969K Sell
39,734
-3,475
-8% -$112K 0.4% 58
2019
Q4 		$1.63M Buy
43,209
+400
+0.9% +$15.2K 0.53% 53
2019
Q3 		$1.63M Sell
42,809
-688
-2% -$26.3K 0.57% 49
2019
Q2 		$1.78M Sell
43,497
-755
-2% -$31.7K 0.64% 45
2019
Q1 		$1.9M Buy
44,252
+421
+1% +$17.3K 0.69% 45
2018
Q4 		$1.61M Buy
43,831
+1,244
+3% +$49.7K 0.65% 45
2018
Q3 		$1.87M Sell
42,587
-383
-0.9% -$16K 0.68% 45
2018
Q2 		$1.85M Sell
42,970
-772
-2% -$32.4K 0.71% 46
2018
Q1 		$1.65M Sell
43,742
-540
-1% -$20.3K 0.63% 49
2017
Q4 		$1.7M Sell
44,282
-3,466
-7% -$126K 0.63% 47
2017
Q3 		$1.66M Sell
47,748
-2,207
-4% -$70.1K 0.62% 49
2017
Q2 		$1.53M Sell
49,955
-1,406
-3% -$43.7K 0.58% 51
2017
Q1 		$1.55M Sell
51,361
-1,051
-2% -$31.9K 0.57% 50
2016
Q4 		$1.68M Sell
52,412
-2,141
-4% -$64.4K 0.63% 50
2016
Q3 		$1.61M Sell
54,553
-1,842
-3% -$53.4K 0.61% 49
2016
Q2 		$1.69M Sell
56,395
-51,907
-48% -$1.4M 0.63% 48
2016
Q1 		$2.75M Buy
108,302
+11,544
+12% +$291K 0.99% 40
2015
Q4 		$2.54M Sell
96,758
-3,273
-3% -$93.1K 0.98% 40
2015
Q3 		$2.57M Buy
100,031
+6,834
+7% +$200K 1.05% 37
2015
Q2 		$3.13M Sell
93,197
-1,215
-1% -$42.5K 1.2% 35
2015
Q1 		$3.06M Buy
94,412
+3,375
+4% +$110K 1.16% 35
2014
Q4 		$2.88M Buy
91,037
+1,625
+2% +$54.6K 1.09% 36
2014
Q3 		$3.21M Buy
89,412
+626
+0.7% +$24.8K 1.28% 32
2014
Q2 		$3.83M Buy
88,786
+9,841
+12% +$406K 1.48% 30
2014
Q1 		$3.11M Buy
78,945
+1,049
+1% +$41.4K 1.23% 33
2013
Q4 		$3.1M Buy
77,896
+611
+0.8% +$22.8K 1.21% 34
2013
Q3 		$2.66M Hold
77,285
– – 1.11% 36
2013
Q2 		$2.64M Buy
+77,285
New +$2.69M 1.14% 34

Other funds holding BP

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Monarch Capital Management's BP Position: Q2 2026 in Review

Monarch Capital Management reduced its BP (BP) stake by 9.7% in Q2 2026, selling an estimated $69.5K and leaving 14,772 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #104.

Monarch Capital Management first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.83M in Q2 2014. 505 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Monarch Capital Management held 14,772 shares of BP worth $546K as of Q2 2026.
  • Monarch Capital Management sold 1,583 BP shares in Q2 2026, an estimated $69.5K.
  • BP made up 0.13% of Monarch Capital Management's portfolio in Q2 2026, its #104 holding.
  • Monarch Capital Management first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
  • Monarch Capital Management's BP position peaked at $3.83M in Q2 2014.
  • 505 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.