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Nvest Wealth Strategies’s BP BP Stock Holding History

Nvest Wealth Strategies’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 		$13.8K Sell
373
-3,550
-90% -$156K 0.01% 104
2026
Q1 		$184K Buy
3,923
+7
+0.2% +$274 0.13% 31
2025
Q4 		$136K Buy
+3,916
New +$137K 0.1% 34

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's BP Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its BP (BP) stake by 90% in Q2 2026, selling an estimated $156K and leaving 373 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #104.

Nvest Wealth Strategies first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $184K in Q1 2026. 707 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Nvest Wealth Strategies held 373 shares of BP worth $13.8K as of Q2 2026.
  • Nvest Wealth Strategies sold 3,550 BP shares in Q2 2026, an estimated $156K.
  • BP made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #104 holding.
  • Nvest Wealth Strategies first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's BP position peaked at $184K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.