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Oxford Financial Group’s BP BP Stock Holding History

Oxford Financial Group’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 		$291K Sell
7,884
-211
-3% -$9.26K 0.01% 205
2026
Q1 		$380K Sell
8,095
-87
-1% -$3.41K 0.02% 188
2025
Q4 		$284K Sell
8,182
-90
-1% -$3.16K 0.02% 195
2025
Q3 		$285K Hold
8,272
– – 0.02% 190
2025
Q2 		$248K Sell
8,272
-208
-2% -$6.1K 0.01% 190
2025
Q1 		$287K Buy
8,480
+208
+3% +$6.79K 0.02% 180
2024
Q4 		$245K Hold
8,272
– – 0.02% 224
2024
Q3 		$260K Sell
8,272
-88
-1% -$2.98K 0.02% 213
2024
Q2 		$302K Buy
8,360
+11
+0.1% +$412 0.02% 214
2024
Q1 		$315K Hold
8,349
– – 0.02% 174
2023
Q4 		$296K Hold
8,349
– – 0.02% 185
2023
Q3 		$323K Buy
8,349
+422
+5% +$15.7K 0.03% 164
2023
Q2 		$280K Hold
7,927
– – 0.03% 187
2023
Q1 		$301K Sell
7,927
-2,540
-24% -$94.9K 0.03% 149
2022
Q4 		$366K Hold
10,467
– – 0.04% 134
2022
Q3 		$299K Sell
10,467
-4,667
-31% -$139K 0.05% 138
2022
Q2 		$429K Buy
15,134
+4,528
+43% +$139K 0.06% 118
2022
Q1 		$312K Hold
10,606
– – 0.04% 155
2021
Q4 		$282K Buy
10,606
+108
+1% +$3K 0.03% 168
2021
Q3 		$287K Buy
10,498
+31
+0.3% +$777 0.04% 156
2021
Q2 		$277K Buy
10,467
+239
+2% +$6.27K 0.04% 157
2021
Q1 		$249K Buy
10,228
+25
+0.2% +$602 0.03% 158
2020
Q4 		$209K Hold
10,203
– – 0.03% 166
2020
Q3 		$178K Sell
10,203
-107
-1% -$2.32K 0.03% 155
2020
Q2 		$240K Sell
10,310
-100
-1% -$2.4K 0.04% 146
2020
Q1 		$254K Buy
+10,410
New +$337K 0.05% 133

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

Oxford Financial Group's BP Position: Q2 2026 in Review

Oxford Financial Group reduced its BP (BP) stake by 2.6% in Q2 2026, selling an estimated $9.26K and leaving 7,884 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #205.

Oxford Financial Group first reported a position in BP in Q1 2020 and has held it in 26 quarters since. The position peaked at $429K in Q2 2022. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Oxford Financial Group held 7,884 shares of BP worth $291K as of Q2 2026.
  • Oxford Financial Group sold 211 BP shares in Q2 2026, an estimated $9.26K.
  • BP made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #205 holding.
  • Oxford Financial Group first reported a position in BP in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's BP position peaked at $429K in Q2 2022.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.