Mount Yale Investment Advisors’s BP BP Stock Holding History

Mount Yale 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 Q2	$1.54M	Sell	41,733 -4,073	-9%	-$179K	0.03%	475
2026 Q1	$2.15M	Buy	+45,806	New	+$1.79M	0.05%	350
2025 Q4	–	Sell	-5,941	Closed	-$205K	–	727
2025 Q3	$205K	Sell	5,941 -13,977	-70%	-$468K	0.01%	628
2025 Q2	$596K	Sell	19,918 -633	-3%	-$18.6K	0.05%	305
2025 Q1	$694K	Sell	20,551 -813	-4%	-$26.5K	0.06%	261
2024 Q4	$632K	Buy	21,364 +2,554	+14%	+$76.7K	0.05%	305
2024 Q3	$590K	Sell	18,810 -8,698	-32%	-$294K	0.06%	311
2024 Q2	$993K	Sell	27,508 -4,604	-14%	-$173K	0.08%	206
2024 Q1	$1.21M	Buy	32,112 +10,558	+49%	+$379K	0.09%	190
2023 Q4	$763K	Sell	21,554 -12,621	-37%	-$462K	0.07%	245
2023 Q3	$1.32M	Sell	34,175 -8,099	-19%	-$301K	0.14%	149
2023 Q2	$1.49M	Sell	42,274 -1,202	-3%	-$44.5K	0.16%	137
2023 Q1	$1.65M	Buy	43,476 +27,661	+175%	+$1.03M	0.19%	122
2022 Q4	$552K	Buy	15,815 +1,463	+10%	+$48.7K	0.06%	268
2022 Q3	$410K	Buy	14,352 +1,335	+10%	+$39.7K	0.05%	297
2022 Q2	$369K	Buy	13,017 +6,026	+86%	+$185K	0.05%	321
2022 Q1	$206K	Buy	+6,991	New	+$213K	0.02%	448
2021 Q3	–	Sell	-9,744	Closed	-$257K	–	464
2021 Q2	$257K	Sell	9,744 -232	-2%	-$6.08K	0.03%	357
2021 Q1	$243K	Buy	+9,976	New	+$240K	0.03%	364
2020 Q1	–	Sell	-5,945	Closed	-$215K	–	295
2019 Q4	$215K	Buy	+5,945	New	+$226K	0.04%	308
2018 Q4	–	Sell	-5,931	Closed	-$244K	–	372
2018 Q3	$244K	Buy	5,931 +166	+3%	+$6.94K	0.04%	286
2018 Q2	$248K	Buy	5,765 +5,248	+1,015%	+$220K	0.05%	277
2018 Q1	$19K	Buy	+517	New	+$19.5K	﹤0.01%	776

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its BP (BP) stake by 8.9% in Q2 2026, selling an estimated $179K and leaving 41,733 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #475.

Mount Yale Investment Advisors first reported a position in BP in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.15M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Mount Yale Investment Advisors held 41,733 shares of BP worth $1.54M as of Q2 2026.
Mount Yale Investment Advisors sold 4,073 BP shares in Q2 2026, an estimated $179K.
BP made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #475 holding.
Mount Yale Investment Advisors first reported a position in BP in Q1 2018 and has held it in 23 quarters since.
Mount Yale Investment Advisors's BP position peaked at $2.15M in Q1 2026.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.