New England Capital Financial Advisors’s BP BP Stock Holding History

New England Capital Financial 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	$62.9K	Sell	1,702 -300	-15%	-$13.2K	0.02%	121
2026 Q1	$94.1K	Hold	2,002	–	–	0.03%	89
2025 Q4	$69.5K	Hold	2,002	–	–	0.03%	111
2025 Q3	$69K	Buy	2,002 +1,129	+129%	+$37.8K	0.03%	106
2025 Q2	$26.1K	Hold	873	–	–	0.01%	161
2025 Q1	$29.5K	Hold	873	–	–	0.02%	148
2024 Q4	$25.8K	Hold	873	–	–	0.01%	159
2024 Q3	$27.4K	Hold	873	–	–	0.01%	150
2024 Q2	$31.5K	Hold	873	–	–	0.02%	141
2024 Q1	$32.9K	Sell	873 -2,190	-71%	-$78.5K	0.02%	135
2023 Q4	$108K	Hold	3,063	–	–	0.07%	72
2023 Q3	$119K	Buy	3,063 +34	+1%	+$1.26K	0.08%	64
2023 Q2	$107K	Buy	3,029 +33	+1%	+$1.22K	0.07%	71
2023 Q1	$114K	Buy	2,996 +30	+1%	+$1.12K	0.08%	71
2022 Q4	$105K	Buy	+2,966	New	+$98.7K	0.07%	74

Other funds holding BP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

New England Capital Financial Advisors's BP Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its BP (BP) stake by 15% in Q2 2026, selling an estimated $13.2K and leaving 1,702 shares worth $62.9K. The position accounts for 0.02% of the portfolio, ranked #121.

New England Capital Financial Advisors first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q3 2023. 846 funds tracked by Wall St. Rank hold BP as of Q2 2026.

New England Capital Financial Advisors held 1,702 shares of BP worth $62.9K as of Q2 2026.
New England Capital Financial Advisors sold 300 BP shares in Q2 2026, an estimated $13.2K.
BP made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #121 holding.
New England Capital Financial Advisors first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's BP position peaked at $119K in Q3 2023.
846 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.