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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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $3.37T AUM 44.26% 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 $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mount Yale Investment Advisors's BP Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in BP (BP) in Q1 2026: 45,806 shares worth $2.15M. The stake represents 0.05% of the portfolio and ranks #350 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BP as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in BP in Q1 2018 and has held it in 22 quarters since. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Mount Yale Investment Advisors held 45,806 shares of BP worth $2.15M as of Q1 2026.
  • BP was a new Mount Yale Investment Advisors position in Q1 2026.
  • BP made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #350 holding.
  • Mount Yale Investment Advisors first reported a position in BP in Q1 2018 and has held it in 22 quarters since.
  • 1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.