Nelson Capital Management’s BP BP Stock Holding History

Nelson Capital Management’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	$201K	Buy	+5,449	New	+$239K	0.02%	119
2019 Q4	–	Sell	-1,568	Closed	-$60K	–	124
2019 Q3	$60K	Buy	1,568 +763	+95%	+$29.1K	0.01%	132
2019 Q2	$33K	Hold	805	–	–	0.01%	168
2019 Q1	$35K	Sell	805 -12	-1%	-$492	0.01%	153
2018 Q4	$30K	Sell	817 -13	-2%	-$519	0.01%	162
2018 Q3	$37K	Sell	830 -330	-28%	-$13.8K	0.01%	150
2018 Q2	$50K	Sell	1,160 -15	-1%	-$630	0.01%	124
2018 Q1	$44K	Sell	1,175 -18	-2%	-$678	0.01%	139
2017 Q4	$46K	Buy	1,193 +315	+36%	+$11.4K	0.01%	141
2017 Q3	$30K	Sell	878 -15	-2%	-$477	0.01%	155
2017 Q2	$27K	Sell	893 -15	-2%	-$467	0.01%	164
2017 Q1	$27K	Sell	908 -16	-2%	-$486	0.01%	164
2016 Q4	$30K	Sell	924 -17	-2%	-$512	0.01%	148
2016 Q3	$28K	Hold	941	–	–	0.01%	150
2016 Q2	$28K	Hold	941	–	–	0.01%	144
2016 Q1	$24K	Hold	941	–	–	0.01%	152
2015 Q4	$25K	Hold	941	–	–	0.01%	148
2015 Q3	$24K	Hold	941	–	–	0.01%	155
2015 Q2	$32K	Sell	941 -14	-1%	-$490	0.01%	150
2015 Q1	$31K	Sell	955 -426	-31%	-$13.9K	0.01%	150
2014 Q4	$44K	Sell	1,381 -265	-16%	-$8.91K	0.02%	127
2014 Q3	$59K	Sell	1,646 -1,405	-46%	-$55.7K	0.02%	119
2014 Q2	$132K	Buy	3,051 +1,161	+61%	+$47.9K	0.05%	84
2014 Q1	$74K	Sell	1,890 -978	-34%	-$38.6K	0.03%	100
2013 Q4	$114K	Hold	2,868	–	–	0.05%	85
2013 Q3	$99K	Sell	2,868 -538	-16%	-$18.5K	0.05%	90
2013 Q2	$116K	Buy	+3,406	New	+$119K	0.06%	81

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

Nelson Capital Management's BP Position: Q2 2026 in Review

Nelson Capital Management opened a new position in BP (BP) in Q2 2026: 5,449 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings. This is a return to the name: Nelson Capital Management previously reported a position in BP as recently as Q3 2019.

Nelson Capital Management first reported a position in BP in Q2 2013 and has held it in 27 quarters since. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Nelson Capital Management held 5,449 shares of BP worth $201K as of Q2 2026.
BP was a new Nelson Capital Management position in Q2 2026.
BP made up 0.02% of Nelson Capital Management's portfolio in Q2 2026, its #119 holding.
Nelson Capital Management first reported a position in BP in Q2 2013 and has held it in 27 quarters since.
1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.