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NWAM LLC’s BP BP Stock Holding History

NWAM LLC’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
2015
Q2 		– Sell
-8,437
Closed -$259K – 250
2015
Q1 		$259K Buy
+8,437
New +$276K 0.11% 187

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 $3.37T AUM 44.26% 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

NWAM LLC's BP Position: Q2 2026 in Review

NWAM LLC sold out of BP (BP) in Q2 2026, closing a stake of 6,023 shares — an estimated $283K sold.

NWAM LLC first reported a position in BP in Q2 2013 and held it in 49 quarters. The position peaked at $1.81M in Q2 2018. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • NWAM LLC reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • NWAM LLC sold 6,023 BP shares in Q2 2026, an estimated $283K.
  • NWAM LLC first reported a position in BP in Q2 2013 and held it in 49 quarters.
  • NWAM LLC's BP position peaked at $1.81M in Q2 2018.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.