Osbon Capital Management’s BP BP Stock Holding History

Osbon Capital Management’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	$53.3K	Buy	1,133 +1,058	+1,411%	+$41.5K	0.04%	147
2025 Q4	$2.6K	Buy	+75	New	+$2.63K	﹤0.01%	301

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Osbon Capital Management's BP Position: Q1 2026 in Review

Osbon Capital Management increased its BP (BP) stake by 1,411% in Q1 2026, buying an estimated $41.5K and bringing the position to 1,133 shares worth $53.3K. The position accounts for 0.04% of the portfolio, ranked #147.

Osbon Capital Management first reported a position in BP in Q4 2025 and has held it in 2 quarters since. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Osbon Capital Management held 1,133 shares of BP worth $53.3K as of Q1 2026.
Osbon Capital Management bought 1,058 BP shares in Q1 2026, an estimated $41.5K.
BP made up 0.04% of Osbon Capital Management's portfolio in Q1 2026, its #147 holding.
Osbon Capital Management first reported a position in BP in Q4 2025 and has held it in 2 quarters since.
1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.