Moss Adams Wealth Advisors’s BP BP Stock Holding History

Moss Adams 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	$217K	Hold	5,878	–	–	0.01%	280
2026 Q1	$276K	Hold	5,878	–	–	0.02%	219
2025 Q4	$204K	Hold	5,878	–	–	0.01%	250
2025 Q3	$203K	Buy	+5,878	New	+$197K	0.02%	246
2024 Q3	–	Sell	-5,878	Closed	-$212K	–	207
2024 Q2	$212K	Hold	5,878	–	–	0.03%	165
2024 Q1	$221K	Buy	+5,878	New	+$211K	0.04%	136

Other funds holding BP

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Moss Adams Wealth Advisors's BP Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its BP (BP) position steady in Q2 2026 at 5,878 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #280.

Moss Adams Wealth Advisors first reported a position in BP in Q1 2024 and has held it in 6 quarters since. The position peaked at $276K in Q1 2026. 479 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Moss Adams Wealth Advisors held 5,878 shares of BP worth $217K as of Q2 2026.
Moss Adams Wealth Advisors left its BP share count unchanged in Q2 2026.
BP made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #280 holding.
Moss Adams Wealth Advisors first reported a position in BP in Q1 2024 and has held it in 6 quarters since.
Moss Adams Wealth Advisors's BP position peaked at $276K in Q1 2026.
479 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.