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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
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 $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

Patrick M. Sweeney & Associates's BP Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its BP (BP) stake by 1.9% in Q2 2026, buying an estimated $6.76K and bringing the position to 8,274 shares worth $306K. The position accounts for 0.18% of the portfolio, ranked #131.

Patrick M. Sweeney & Associates first reported a position in BP in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Patrick M. Sweeney & Associates held 8,274 shares of BP worth $306K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 154 BP shares in Q2 2026, an estimated $6.76K.
  • BP made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #131 holding.
  • Patrick M. Sweeney & Associates first reported a position in BP in Q2 2025 and has held it in 5 quarters since.
  • Patrick M. Sweeney & Associates's BP position peaked at $382K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.