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Opal Wealth Advisors’s BP BP Stock Holding History

Opal Wealth 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
-4,253
Closed -$200K – 282
2026
Q1 		$200K Buy
+4,253
New +$167K 0.05% 208
2025
Q3 		– Sell
-1,835
Closed -$54.9K – 246
2025
Q2 		$54.9K Buy
+1,835
New +$53.8K 0.02% 364
2024
Q3 		– Sell
-390
Closed -$14.1K – 319
2024
Q2 		$14.1K Buy
+390
New +$14.6K ﹤0.01% 591

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

Opal Wealth Advisors's BP Position: Q2 2026 in Review

Opal Wealth Advisors sold out of BP (BP) in Q2 2026, closing a stake of 4,253 shares — an estimated $200K sold.

Opal Wealth Advisors first reported a position in BP in Q2 2024 and held it in 3 quarters. The position peaked at $200K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Opal Wealth Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 4,253 BP shares in Q2 2026, an estimated $200K.
  • Opal Wealth Advisors first reported a position in BP in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's BP position peaked at $200K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.