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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Opal Wealth Advisors's BP Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in BP (BP) in Q1 2026: 4,253 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in BP as recently as Q2 2025.

Opal Wealth Advisors first reported a position in BP in Q2 2024 and has held it in 3 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Opal Wealth Advisors held 4,253 shares of BP worth $200K as of Q1 2026.
  • BP was a new Opal Wealth Advisors position in Q1 2026.
  • BP made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #208 holding.
  • Opal Wealth Advisors first reported a position in BP in Q2 2024 and has held it in 3 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.