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Moneta Group Investment Advisors’s BP BP Stock Holding History

Moneta Group Investment 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 		$315K Buy
6,705
+111
+2% +$4.35K ﹤0.01% 616
2025
Q4 		$229K Sell
6,594
-497
-7% -$17.4K ﹤0.01% 726
2025
Q3 		$244K Sell
7,091
-95
-1% -$3.18K ﹤0.01% 689
2025
Q2 		$215K Buy
7,186
+1,187
+20% +$34.8K ﹤0.01% 654
2025
Q1 		$203K Buy
+5,999
New +$196K ﹤0.01% 635
2024
Q3 		– Sell
-8,042
Closed -$290K – 651
2024
Q2 		$290K Buy
8,042
+35
+0.4% +$1.31K ﹤0.01% 493
2024
Q1 		$302K Buy
8,007
+1,632
+26% +$58.5K ﹤0.01% 488
2023
Q4 		$226K Buy
6,375
+580
+10% +$21.2K ﹤0.01% 506
2023
Q3 		$224K Sell
5,795
-1,070
-16% -$39.7K 0.01% 468
2023
Q2 		$242K Sell
6,865
-438
-6% -$16.2K 0.01% 466
2023
Q1 		$277K Buy
7,303
+1,268
+21% +$47.4K 0.01% 432
2022
Q4 		$219K Sell
6,035
-2,932
-33% -$97.6K 0.01% 423
2022
Q3 		$256K Sell
8,967
-1,650
-16% -$49.1K 0.01% 382
2022
Q2 		$301K Sell
10,617
-369
-3% -$11.3K 0.01% 385
2022
Q1 		$323K Buy
10,986
+772
+8% +$23.5K 0.01% 350
2021
Q4 		$272K Buy
10,214
+42
+0.4% +$1.17K 0.01% 394
2021
Q3 		$278K Sell
10,172
-2,356
-19% -$59K 0.01% 375
2021
Q2 		$331K Buy
12,528
+1,481
+13% +$38.8K 0.02% 342
2021
Q1 		$269K Buy
+11,047
New +$266K 0.01% 357
2020
Q1 		– Sell
-2,862
Closed -$108K – 239
2019
Q4 		$108K Sell
2,862
-639
-18% -$24.3K 0.01% 255
2019
Q3 		$133K Buy
+3,501
New +$134K 0.01% 250
2019
Q2 		– Sell
-5,070
Closed -$218K – 250
2019
Q1 		$218K Buy
+5,070
New +$208K 0.02% 200
2018
Q2 		– Sell
-2,044
Closed -$77K – 416
2018
Q1 		$77K Buy
2,044
+1,107
+118% +$41.7K 0.01% 278
2017
Q4 		$36K Buy
+937
New +$33.9K 0.01% 290
2015
Q4 		– Sell
-3,129
Closed -$80K – 172
2015
Q3 		$80K Buy
+3,129
New +$91.7K 0.02% 192

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

Moneta Group Investment Advisors's BP Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its BP (BP) stake by 1.7% in Q1 2026, buying an estimated $4.35K and bringing the position to 6,705 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Moneta Group Investment Advisors first reported a position in BP in Q3 2015 and has held it in 25 quarters since. The position peaked at $331K in Q2 2021. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Moneta Group Investment Advisors held 6,705 shares of BP worth $315K as of Q1 2026.
  • Moneta Group Investment Advisors bought 111 BP shares in Q1 2026, an estimated $4.35K.
  • BP made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #616 holding.
  • Moneta Group Investment Advisors first reported a position in BP in Q3 2015 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's BP position peaked at $331K in Q2 2021.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.