PCS
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Personal CFO Solutions’s BP BP Stock Holding History

Personal CFO Solutions’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 		$400K Sell
8,512
-7,981
-48% -$313K 0.06% 299
2025
Q4 		$573K Sell
16,493
-771
-4% -$27K 0.09% 213
2025
Q3 		$595K Buy
17,264
+573
+3% +$19.2K 0.1% 197
2025
Q2 		$500K Buy
16,691
+1,847
+12% +$54.2K 0.09% 223
2025
Q1 		$502K Sell
14,844
-17
-0.1% -$555 0.1% 214
2024
Q4 		$439K Sell
14,861
-591
-4% -$17.8K 0.09% 226
2024
Q3 		$485K Buy
15,452
+596
+4% +$20.2K 0.07% 269
2024
Q2 		$536K Buy
14,856
+435
+3% +$16.3K 0.08% 237
2024
Q1 		$543K Buy
14,421
+4,106
+40% +$147K 0.08% 232
2023
Q4 		$365K Buy
10,315
+900
+10% +$33K 0.06% 319
2023
Q3 		$365K Buy
9,415
+414
+5% +$15.4K 0.07% 278
2023
Q2 		$318K Sell
9,001
-426
-5% -$15.8K 0.06% 316
2023
Q1 		$358K Sell
9,427
-1,217
-11% -$45.5K 0.07% 265
2022
Q4 		$372K Sell
10,644
-2,404
-18% -$80K 0.08% 246
2022
Q3 		$373K Sell
13,048
-303
-2% -$9.02K 0.09% 208
2022
Q2 		$379K Sell
13,351
-661
-5% -$20.3K 0.09% 210
2022
Q1 		$412K Buy
14,012
+1,531
+12% +$46.7K 0.08% 236
2021
Q4 		$332K Buy
12,481
+1,261
+11% +$35K 0.06% 293
2021
Q3 		$307K Buy
11,220
+840
+8% +$21K 0.06% 282
2021
Q2 		$274K Buy
10,380
+826
+9% +$21.7K 0.06% 314
2021
Q1 		$233K Buy
+9,554
New +$230K 0.05% 344
2020
Q2 		– Sell
-11,867
Closed -$289K – 319
2020
Q1 		$289K Buy
11,867
+5,023
+73% +$162K 0.1% 176
2019
Q4 		$258K Buy
+6,844
New +$260K 0.07% 252

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

Personal CFO Solutions's BP Position: Q1 2026 in Review

Personal CFO Solutions reduced its BP (BP) stake by 48% in Q1 2026, selling an estimated $313K and leaving 8,512 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #299.

Personal CFO Solutions first reported a position in BP in Q4 2019 and has held it in 23 quarters since. The position peaked at $595K in Q3 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Personal CFO Solutions held 8,512 shares of BP worth $400K as of Q1 2026.
  • Personal CFO Solutions sold 7,981 BP shares in Q1 2026, an estimated $313K.
  • BP made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #299 holding.
  • Personal CFO Solutions first reported a position in BP in Q4 2019 and has held it in 23 quarters since.
  • Personal CFO Solutions's BP position peaked at $595K in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.