MOTCO’s BP BP Stock Holding History

MOTCO’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	$58.7K	Buy	1,589 +899	+130%	+$39.4K	0.01%	310
2026 Q1	$32.4K	Sell	690 -2,521	-79%	-$98.8K	﹤0.01%	369
2025 Q4	$112K	Hold	3,211	–	–	0.01%	258
2025 Q3	$111K	Buy	3,211 +2,521	+365%	+$84.4K	0.01%	261
2025 Q2	$22.2K	Buy	690 +300	+77%	+$8.8K	﹤0.01%	374
2025 Q1	$13.2K	Hold	390	–	–	﹤0.01%	412
2024 Q4	$11.5K	Hold	390	–	–	﹤0.01%	391
2024 Q3	$12.2K	Sell	390 -50	-11%	-$1.69K	﹤0.01%	458
2024 Q2	$15.9K	Hold	440	–	–	﹤0.01%	523
2024 Q1	$16.6K	Hold	440	–	–	﹤0.01%	490
2023 Q4	$15.6K	Sell	440 -164	-27%	-$6.01K	﹤0.01%	459
2023 Q3	$23.4K	Buy	604 +139	+30%	+$5.16K	﹤0.01%	435
2023 Q2	$16.4K	Sell	465 -198	-30%	-$7.33K	﹤0.01%	465
2023 Q1	$25.2K	Hold	663	–	–	﹤0.01%	397
2022 Q4	$23.2K	Sell	663 -3,043	-82%	-$101K	﹤0.01%	417
2022 Q3	$106K	Buy	3,706 +3,464	+1,431%	+$103K	0.01%	281
2022 Q2	$7K	Hold	242	–	–	﹤0.01%	493
2022 Q1	$7K	Sell	242 -164	-40%	-$5K	﹤0.01%	510
2021 Q4	$11K	Hold	406	–	–	﹤0.01%	472
2021 Q3	$11K	Sell	406 -328	-45%	-$8.22K	﹤0.01%	493
2021 Q2	$19K	Hold	734	–	–	﹤0.01%	429
2021 Q1	$18K	Sell	734 -246	-25%	-$5.92K	﹤0.01%	417
2020 Q4	$20K	Hold	980	–	–	﹤0.01%	447
2020 Q3	$17K	Hold	980	–	–	﹤0.01%	422
2020 Q2	$23K	Hold	980	–	–	﹤0.01%	374
2020 Q1	$24K	Hold	980	–	–	﹤0.01%	360
2019 Q4	$37K	Sell	980 -382	-28%	-$14.5K	﹤0.01%	347
2019 Q3	$52K	Sell	1,362 -414	-23%	-$15.8K	﹤0.01%	323
2019 Q2	$73K	Buy	1,776 +467	+36%	+$19.6K	0.01%	315
2019 Q1	$57K	Sell	1,309 -19	-1%	-$779	0.01%	309
2018 Q4	$49K	Sell	1,328 -20	-1%	-$799	0.01%	322
2018 Q3	$59K	Buy	1,348 +481	+55%	+$20.1K	0.01%	314
2018 Q2	$37K	Sell	867 -65	-7%	-$2.73K	﹤0.01%	337
2018 Q1	$35K	Buy	932 +613	+192%	+$23.1K	﹤0.01%	352
2017 Q4	$13K	Sell	319 -5	-2%	-$181	﹤0.01%	441
2017 Q3	$11K	Sell	324 -5	-2%	-$159	﹤0.01%	460
2017 Q2	$10K	Sell	329 -6	-2%	-$187	﹤0.01%	488
2017 Q1	$10K	Sell	335 -6	-2%	-$182	﹤0.01%	491
2016 Q4	$11K	Sell	341 -6	-2%	-$181	﹤0.01%	489
2016 Q3	$10K	Hold	347	–	–	﹤0.01%	466
2016 Q2	$10K	Sell	347 -6	-2%	-$162	﹤0.01%	412
2016 Q1	$9K	Buy	353 +6	+2%	+$151	﹤0.01%	419
2015 Q4	$9K	Hold	347	–	–	﹤0.01%	408
2015 Q3	$9K	Hold	347	–	–	﹤0.01%	459
2015 Q2	$11K	Buy	347 +55	+19%	+$1.93K	﹤0.01%	429
2015 Q1	$9K	Hold	292	–	–	﹤0.01%	451
2014 Q4	$9K	Sell	292 -4	-1%	-$134	﹤0.01%	482
2014 Q3	$11K	Hold	296	–	–	﹤0.01%	452
2014 Q2	$12K	Sell	296 -237	-44%	-$9.78K	﹤0.01%	431
2014 Q1	$21K	Hold	533	–	–	﹤0.01%	340
2013 Q4	$21K	Sell	533 -1,094	-67%	-$40.7K	﹤0.01%	351
2013 Q3	$56K	Hold	1,627	–	–	0.01%	284
2013 Q2	$56K	Buy	+1,627	New	+$56.6K	0.01%	292

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MOTCO's BP Position: Q2 2026 in Review

MOTCO increased its BP (BP) stake by 130% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,589 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #310.

MOTCO first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $112K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

MOTCO held 1,589 shares of BP worth $58.7K as of Q2 2026.
MOTCO bought 899 BP shares in Q2 2026, an estimated $39.4K.
BP made up 0.01% of MOTCO's portfolio in Q2 2026, its #310 holding.
MOTCO first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
MOTCO's BP position peaked at $112K in Q4 2025.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.