PCG Wealth Advisors’s BP BP Stock Holding History

PCG Wealth Advisors’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	$254K	Hold	6,878	–	–	0.06%	160
2026 Q1	$323K	Hold	6,878	–	–	0.08%	131
2025 Q4	$239K	Hold	6,878	–	–	0.07%	139
2025 Q3	$237K	Hold	6,878	–	–	0.07%	136
2025 Q2	$206K	Hold	6,878	–	–	0.11%	88
2025 Q1	$232K	Hold	6,878	–	–	0.08%	120
2024 Q4	$203K	Sell	6,878 -388	-5%	-$11.7K	0.08%	122
2024 Q3	$228K	Buy	+7,266	New	+$246K	0.09%	112
2023 Q1	–	Sell	-10,656	Closed	-$372K	–	111
2022 Q4	$372K	Buy	+10,656	New	+$355K	0.24%	76

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PCG Wealth Advisors's BP Position: Q2 2026 in Review

PCG Wealth Advisors held its BP (BP) position steady in Q2 2026 at 6,878 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #160.

PCG Wealth Advisors first reported a position in BP in Q4 2022 and has held it in 9 quarters since. The position peaked at $372K in Q4 2022. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

PCG Wealth Advisors held 6,878 shares of BP worth $254K as of Q2 2026.
PCG Wealth Advisors left its BP share count unchanged in Q2 2026.
BP made up 0.06% of PCG Wealth Advisors's portfolio in Q2 2026, its #160 holding.
PCG Wealth Advisors first reported a position in BP in Q4 2022 and has held it in 9 quarters since.
PCG Wealth Advisors's BP position peaked at $372K in Q4 2022.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.