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MSH Capital Advisors’s BP BP Stock Holding History

MSH Capital 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 		– Sell
-4,623
Closed -$217K – 321
2026
Q1 		$217K Buy
+4,623
New +$181K 0.05% 257
2024
Q2 		– Sell
-5,312
Closed -$200K – 223
2024
Q1 		$200K Sell
5,312
-500
-9% -$17.9K 0.07% 208
2023
Q4 		$206K Sell
5,812
-799
-12% -$29.3K 0.08% 201
2023
Q3 		$256K Sell
6,611
-113
-2% -$4.19K 0.1% 180
2023
Q2 		$237K Buy
6,724
+110
+2% +$4.07K 0.09% 192
2023
Q1 		$251K Hold
6,614
– – 0.11% 174
2022
Q4 		$231K Buy
+6,614
New +$220K 0.1% 181

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MSH Capital Advisors's BP Position: Q2 2026 in Review

MSH Capital Advisors sold out of BP (BP) in Q2 2026, closing a stake of 4,623 shares — an estimated $217K sold.

MSH Capital Advisors first reported a position in BP in Q4 2022 and held it in 7 quarters. The position peaked at $256K in Q3 2023. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • MSH Capital Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • MSH Capital Advisors sold 4,623 BP shares in Q2 2026, an estimated $217K.
  • MSH Capital Advisors first reported a position in BP in Q4 2022 and held it in 7 quarters.
  • MSH Capital Advisors's BP position peaked at $256K in Q3 2023.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.