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Patrick M. Sweeney & Associates’s BP BP Stock Holding History

Patrick M. Sweeney & Associates’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 		$382K Buy
8,120
+4
+0% +$157 0.24% 107
2025
Q4 		$282K Buy
8,116
+305
+4% +$10.7K 0.18% 131
2025
Q3 		$269K Buy
7,811
+510
+7% +$17.1K 0.17% 133
2025
Q2 		$226K Buy
+7,301
New +$214K 0.16% 148

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

Patrick M. Sweeney & Associates's BP Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its BP (BP) stake by 0.05% in Q1 2026, buying an estimated $157 and bringing the position to 8,120 shares worth $382K. The position accounts for 0.24% of the portfolio, ranked #107.

Patrick M. Sweeney & Associates first reported a position in BP in Q2 2025 and has held it in 4 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Patrick M. Sweeney & Associates held 8,120 shares of BP worth $382K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 4 BP shares in Q1 2026, an estimated $157.
  • BP made up 0.24% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #107 holding.
  • Patrick M. Sweeney & Associates first reported a position in BP in Q2 2025 and has held it in 4 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.