Patrick M. Sweeney & Associates
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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
Q3 		$370K Buy
8,403
+129
+2% +$5.54K 0.21% 118
2026
Q2 		$306K Buy
8,274
+154
+2% +$6.76K 0.18% 131
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 $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Patrick M. Sweeney & Associates's BP Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its BP (BP) stake by 1.6% in Q3 2026, buying an estimated $5.54K and bringing the position to 8,403 shares worth $370K. The position accounts for 0.21% of the portfolio, ranked #118.

Patrick M. Sweeney & Associates first reported a position in BP in Q2 2025 and has held it in 6 quarters since. The position peaked at $382K in Q1 2026. 724 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Patrick M. Sweeney & Associates held 8,403 shares of BP worth $370K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 129 BP shares in Q3 2026, an estimated $5.54K.
  • BP made up 0.21% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #118 holding.
  • Patrick M. Sweeney & Associates first reported a position in BP in Q2 2025 and has held it in 6 quarters since.
  • Patrick M. Sweeney & Associates's BP position peaked at $382K in Q1 2026.
  • 724 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.